Advisor Associate ($70,000 - $100,000+)

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. Role: 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. Responsibilities: 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 timelyAssist prospects and clients with the Client Agreement and Fidelity applications, clearly explaining the process and answering questions during signingConduct consistent weekly follow-up on Fidelity account setup, transfers, rollovers, and outstanding requirements until completionExecute Advisor instructions accurately and in alignment with the client’s financial plan, escalating unclear or incomplete instructions before proceedingMonitor 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 opportunityKeep assigned Advisor(s) informed of client concerns, funding status, delays, NIGOs, risks, and anything that may fall through the cracksPrepare for and participate in recurring onboarding/advisor meetings with accurate case statuses, next steps, and funding expectationsOwn 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 interactionsCreate a Salesforce Opportunity for every transfer opportunity being worked and keep the Stage, expected amount, last contact date, and next step currentOwn transfer opportunities end to end: client conversation, paperwork, follow-up, transfer, and confirmation of fundingWork the Opportunity list daily, prioritizing items by Owner, Last Contact Date, urgency, and funding opportunityLog 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 dayComplete in-person and in-office client signings and support walk-ins and other client-facing needsSupport the main phone queue and uphold the firm’s answer-rate and client-service standardsCommunicate proactively so clients understand what is happening, what is needed from them, and what the next step will be Documentation & Systems Log client and prospect interactions in Salesforce on the day they occurDocument meaningful case changes, including funds received, NIGOs, timeline changes, missing requirements, client concerns, or breakdowns in processMaintain complete and accurate Household, Person Account, Opportunity, Case, Premium, and related CRM recordsCorrect inaccurate client or household information when identified and escalate information that cannot be resolved rather than working around itMaintain records and documentation in accordance with firm compliance and recordkeeping standards Teamwork & Coverage Provide coverage for assigned backup Advisor(s) and clients during team member absences to the same service and documentation standardCollaborate with Advisors, Representatives, Operations, Trade Team, Service Team, Specialists, and other departments so client requests move without unnecessary delaySupport in-office needs including client signings, walk-ins, phone coverage, and other reasonable department responsibilities Requirements: 1+ years of experience in wealth management, financial services, client onboarding, client service, or a related role preferredWorking knowledge of investment accounts, custodial processes, transfers, rollovers, and financial planning workflows preferredExceptional attention to detail, organization, and data accuracyStrong interpersonal and communication skills with the ability to build rapport and trust with clients and AdvisorsSelf-motivated, proactive, accountable, and comfortable owning responsibilities from start to finishAbility to prioritize multiple client cases, funding opportunities, and time-sensitive requests in a fast-paced environmentTech-savvy, with proficiency in CRM systems and financial tracking tools; Salesforce and Retirement Analyzer experience preferredBilingual in English and Spanish preferred (verbal and written)Commitment to ongoing education, compliance, and acting in the best interest of the client What We Are Expecting: Clear ownership of the assigned Advisor’s client experience from account setup through funding and ongoing serviceConsistent, proactive client follow-up and communication, with client calls and emails returned by the end of the business dayAccurate, timely, and thorough Salesforce documentation and financial data updatesDaily attention to transfer opportunities and held-away assets, with clear ownership through fundingStrong communication with assigned Advisor(s) regarding client concerns, funding status, risks, and next stepsConsistent achievement of performance standards, including a minimum of 70% of the assigned Advisor(s)’ monthly G1 goal and a minimum 70% Dollar Amount Agreed-to-Funded rate; the target Agreed-to-Funded standard is 85% or greaterActive contribution to department coverage, team efficiency, and an exceptional client experienceOwnership and accountability: follow through on commitments and escalate issues before they fall through the cracks Schedule: Full-time, role based in Miami, FL9:00 AM – 6:00 PM with a 1-hour unpaid lunchFlexibility for client appointments and business needs as required Compensation: $70,000 - $110,000 Total Compensation (Base Salary + Performance + Incentives) Benefits: 401(k) Safe Harbor Plan with company match, subject to eligibility requirementsPaid time off, floating holidays, paid holidays, birthday PTO, sick PTO, bereavement PTO, and eligible learning and development PTOIndividual Coverage Health Reimbursement Arrangement (ICHRA)Voluntary ancillary benefits, including available vision, dental, short-term disability, and long-term disability coverageTeam member referral bonus opportunitiesDiscounted employee estate planning servicesTeam member client referral bonus opportunitiesCompany-sponsored licenses and certifications through the Guerra Growth Lab ProgramCareer advancement within a growing, established firmSupportive, team-oriented culture built on continuous learning, ownership, and accountability Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily. Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craftYour Words Matter: Speak with clarity and intent. Every word builds trust — or breaks itAll for One, One for All: We win together. No egos, no silos — just teamwork and shared accountabilityTake Ownership and Accountability: Own the outcome. No excuses. Follow through and get it doneDo the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching If you’re ready to take ownership of the client experience, partner closely with an Advisor, and directly contribute to asset growth and funding success, this is your opportunity. Apply today and help us deliver an exceptional client experience at Guerra Wealth Advisors. Connect with Talent Acquisition: Melissa Mills Tel.: (305) 393 - 8759 melissa.mills@guerrawealth.com Powered by JazzHR iRCFgEeSS3