Client Engagement & Referral Manager

Guerra Wealth Advisors•Miami, FL

3d•$45,000 - $65,000•Hybrid

About The Position

The Client Engagement & Referral Manager at Guerra Wealth Advisors is the relationship-driven connector who ensures our clients feel heard, valued, and inspired to share their positive experiences. This is not a traditional service role — it’s a strategic position focused on deepening relationships, driving engagement, and generating qualified referrals that contribute directly to firm growth. You’ll serve as the bridge between our advisory team and our clients, fostering ongoing connection through feedback, testimonials, and referral generation. By combining your financial services experience with authentic communication, you’ll help transform satisfied clients into passionate advocates for our firm.

Requirements

5+ years of financial services experience (banking, investments, insurance, or planning).
Proven success in client relationship management and face-to-face interaction.
Sales or business development background with a track record of referral generation .
Strong verbal and written communication skills; bilingual (English/Spanish) preferred.
Comfortable requesting feedback, testimonials, and referrals in a consultative way.
Professional maturity and credibility within the financial industry.
Proficiency with CRM systems and technology platforms.
Highly organized, self-motivated, and team-oriented.
Commitment to ethical practices and a client-first approach.

Responsibilities

Conduct face-to-face and virtual meetings to gather testimonials and feedback.
Perform quality assurance surveys to ensure exceptional service delivery.
Build and maintain strong, lasting relationships with existing clients and prospects.
Handle incoming client service inquiries with professionalism, warmth, and care.
Proactively identify and cultivate referral opportunities from satisfied clients.
Coordinate and execute structured follow-up strategies for all client referrals.
Support marketing and event initiatives through client outreach and pre-qualification.
Strengthen Guerra’s community presence through active relationship building.
Maintain accurate CRM records and detailed notes on all client interactions.
Support prospect management and lead qualification processes.
Collaborate with the advisory and marketing teams to align on communication strategies.
Participate in professional development and industry education to stay sharp and relevant.