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 events are one of our most powerful ways to connect with people and make a difference. From exclusive dinner seminars to educational workshops, we create experiences that inspire trust and help families prepare for a confident retirement.

If you thrive behind the scenes, love details, and enjoy creating memorable experiences, this role is your backstage pass to event success.

Role:

The Events Assistant at Guerra Wealth Advisors supports the planning and flawless execution of our educational seminars, client workshops, and community events. This is a service-driven role where precision, hospitality, and teamwork meet. You’ll help manage logistics, outreach, and guest experience — ensuring every event reflects Guerra’s commitment to excellence and impact.

The ideal candidate is organized, professional, and motivated to learn. You’ll work closely with our Event Coordinator and Marketing Manager to ensure smooth operations from start to finish, while also providing warm, personal interactions with guests.

If you’re detail-oriented, proactive, and passionate about creating events that truly make a difference, this is the role for you.

Responsibilities:

• Support the Event Coordinator and Marketing Manager in planning and executing events.

• Make phone calls to confirm RSVPs, manage guest lists, and provide warm, professional client communication.

• Assist with venue setup, event materials, and post-event breakdown.

• Welcome guests with professionalism and a service-first attitude during events.

• Occasionally speak in front of small groups (introducing speakers, welcoming attendees).

• Maintain event documentation, track expenses, manage inventory, and follow up with vendors.

• Collaborate with the team on email outreach, printed materials, and promotional mailers.

• Participate in post-event debriefs and offer ideas to improve event quality and efficiency.

• Support general administrative and project tasks as needed.

Requirements:

• Education in Event Management, Marketing, Communications, Hospitality, or related field
  OR 1–2 years of experience in customer service, events, administrative, or hospitality roles.

• Strong organizational skills and sharp attention to detail.

• Confident phone manner and professional interpersonal communication.

• Ability to work evenings and some weekends for events.

• Ability to lift and transport event materials and remain active during event hours.

• Proficiency in Google Workspace; familiarity with CRM systems (Salesforce, HubSpot) a plus.

• Eagerness to learn, grow, and contribute in a mission-driven, team-oriented environment.

What We Are Expecting:

• Seamless event logistics and top-tier guest experiences.

• Clear, proactive communication with clients, vendors, and teammates.

• Consistent professionalism, hospitality, and reliability.

• A learning mindset — open to feedback, growth, and cross-team collaboration.

• A visible contribution to Guerra’s high standard of excellence and event success.

Schedule:

• Full-time, Hybrid role based in Miami, FL (office and on-site events).

• Weekday schedule with required evening and occasional weekend events.

Compensation:

$50,000–$65,000 Annually (Base Salary + Performance Bonuses)
Competitive salary with opportunities for growth, incentives, and advancement.

Benefits:

• Base salary plus performance bonuses and team incentives

• Referral bonuses for business development

• 401(k) with company match

• Health insurance, Vision and Dental options 

• 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)

• Sponsored industry training and conference attendance

• Access to personal financial planning services

• Bonus compensation for certifications and licenses (Guerra Growth Lab)

• Career advancement within a growing, established firm

• Supportive, team-oriented culture built on continuous learning 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 craft.

• Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it.

• All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability.

• Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.

• Do 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 be part of a high-performing team that values professionalism, service, and growth — and you love bringing meaningful events to life — this is your opportunity.

Apply today and help us shape unforgettable experiences at Guerra Wealth Advisors.