Advisor Associate

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch.

We don’t just advise; we educate, empower, and guide families toward financial confidence. Our New Business team ensures a seamless client experience from the first point of contact through funding and ongoing service, and that’s where you come in.

If you’re detail-oriented, organized, proactive, and thrive in a fast-paced financial environment, the Advisor Associate role is an opportunity to become the primary operational and client-service partner to an Advisor while directly contributing to client experience, asset growth, and the firm’s success.

The Advisor Associate serves as the primary operational and client-service partner to assigned Advisor(s), owning the client experience from account setup through funding and ongoing service. This role combines client onboarding ownership with advisor support, asset-growth responsibilities, client service, and ongoing account coordination.

Success in this role means the Advisor can trust that commitments are being executed, assets are actively pursued and funded, clients feel known rather than processed, and every case is documented clearly enough for another team member to pick up without delay.

Client Onboarding & Account Setup

• Guide new and established clients through the setup of Fidelity accounts, ensuring applications, forms, transfer documents, and requirements are completed accurately and timely.
• Assist prospects and clients with the Client Agreement and Fidelity applications, clearly explaining the process and answering questions during signing.
• Conduct consistent weekly follow-up on Fidelity account setup, transfers, rollovers, and outstanding requirements until completion.
• Execute Advisor instructions accurately and in alignment with the client’s financial plan, escalating unclear or incomplete instructions before proceeding.
• Monitor onboarding work completed by supporting roles and confirm required steps are completed correctly for assigned clients.

Advisor Support & Case Ownership

• Open and manage Special Request cases for assigned Advisor(s) and treat each request as a potential transfer or asset-growth opportunity.
• Keep assigned Advisor(s) informed of client concerns, funding status, delays, NIGOs, risks, and anything that may fall through the cracks.
• Prepare for and participate in recurring onboarding/advisor meetings with accurate case statuses, next steps, and funding expectations.
• Own assigned requests end to end rather than relying on the Advisor to confirm that commitments were completed.

Asset Growth & Funding

• Identify held-away assets through Retirement Analyzer updates, client conversations, reviews, and service interactions.
• Create a Salesforce Opportunity for every transfer opportunity being worked and keep the Stage, expected amount, last contact date, and next step current.
• Own transfer opportunities end to end: client conversation, paperwork, follow-up, transfer, and confirmation of funding.
• Work the Opportunity list daily, prioritizing items by Owner, Last Contact Date, urgency, and funding opportunity.
• Log farming and outreach calls consistently using the required naming convention so the activity history is clear.

Client Service

• Handle inbound client calls and emails professionally and return client communications by the end of the business day.
• Complete in-person and in-office client signings and support walk-ins and other client-facing needs.
• Support…