The Retirement Analyzer Support Specialist plays an essential role in streamlining advisor meetings. This includes updating client information on Retirement Analyzer (financial program) before all advisor meetings. This person should be detail-oriented, efficient, and proactive. If these qualities reflect you and your ambitions, join us today by applying here!

As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial knowledge to new levels. If these qualities reflect you and your ambitions, join us today by applying here!

Responsibilities

• Update financial planning software for all advisor meetings
• Input notes and update CRM regularly
• Call vendors to update financial information when necessary
• Manage and attach statements and contracts to client accounts
• Assist with client update reports and mailings
• Assist team with projects
• Pursue ongoing education to enhance financial knowledge

Experience needed 

• 1-2+ years of experience in an administrative role
• Financial industry experience preferred
• Industry-relevant licenses are a plus (e.g. SIE, 2-15, etc.)
• Strong verbal and written communication skills (bilingual in Spanish a plus)
• Strong phone presence 
• Must be a go-getter, team player, and hungry for knowledge and growth!
• Tech-savvy with the ability and willingness to learn new systems, software, and processes

Benefits

• Competitive salary
• Team Bonuses, Referral Bonuses
• Completion Bonuses for industry relevant licenses/certifications
• Sponsored industry travel and in-person training
• PTO: 20+ days
• National Paid Holidays
• 401K or Roth matching plan
• Health insurance reimbursement program
• Access to personal financial planning
• Growth and development!

About Guerra Wealth Advisors

Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.

Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.