Objectives and Responsibilities

• Receive incoming client service calls in a friendly and professional manner 
• Complete each client service request and address all inquiries or concerns
• Manage client relationship email management
• Create client custodial logins
• Complete service change forms
• Prepare client review summary for advisors’ upcoming appointments 
• Execute and manage trades, allocation changes, withdrawals, rollovers and transfers
• Input notes and update CRM data
• Coordinate and follow up on each client transfer 
• Review client applications prior to submission 
• Maintain professional communication with clients and staff 
• Assist with client update reports and mailings 
• Cultivate new opportunities within existing client relationships
• Always put the client's best interest first
• Stay informed on industry regulations, compliance, and tax law changes
• Pursue ongoing education to enhance financial knowledge
• Other duties as assigned, which may be subject to change based on the needs of the organization 

Experience 

• 1+ years of experience in a wealth management or client facing financial role (preferred)
• Preferred licenses: SIE and 2-15 (sponsorship available to obtain)
• Relevant or adjacent certifications/licenses are a plus (e.g. 2-14, CFP etc.)
• Bilingual in English and Spanish with strong verbal and written communication skills in both languages
• Strong phone presence
• Attention to detail and accuracy 
• Excellent interpersonal skills with the ability to establish rapport and trust with clients
• Must be a go-getter, team-player, and hungry for knowledge and growth!
• Tech-savvy with the ability and willingness to learn new systems, softwares and processes

Benefits 

• Competitive salary
• Uncapped commission structure
• 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 with over 30+ years experience, 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.