Client Processor Internship

Guerra Wealth Advisors • Miami, FL

18d • $15 • Onsite

About The Position

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, and that's where you come in. If you're detail-oriented, organized, and eager to launch your career in financial services, the Onboarding Processor Intern role is your opportunity to gain hands-on experience in a high-impact, client-facing operations role while making a meaningful impact on both clients and the firm. Role The Onboarding Processor Intern supports the New Business team by assisting with critical back-office processes that directly influence our clients' first experience with Guerra Wealth Advisors. You will help track financial applications, maintain CRM systems, and support the onboarding of new clients while gaining a deep understanding of financial services operations. This internship is perfect for students with strong attention to detail, excellent organizational skills, and a passion for financial planning who want real-world experience in a boutique yet resource-backed wealth management firm.

Requirements

• Currently enrolled in an undergraduate program (Finance, Business Administration, Economics, or related field).
• Junior/Senior status preferred.
• Proficiency with Microsoft Office; CRM experience is a plus.
• Excellent verbal and written communication skills.
• Exceptionally detail-oriented with strong organizational and time management skills.
• Eager to learn new tools, processes, and systems.
• Comfortable working both independently and within a team setting.
• Bilingual in English and Spanish is a MUST.
• Availability of 15–25 hours/week for the internship duration (up to 35 hours/week available if desired).

Responsibilities

• Support the Onboarding Associate in onboarding new clients and processing documentation.
• Track the progress of financial forms and applications.
• Maintain CRM systems with accurate and timely notes.
• Assist in preparing paperwork and reviewing for completeness.
• Help manage internal trackers and ensure process documentation is up to date.
• Participate in team meetings, client follow-ups, and administrative coordination.
• Learn about financial products, services, and compliance requirements.
• Assist with ongoing New Business projects as assigned.
• Always put the client's best interest first.

Benefits

• Real-world experience in financial operations, client onboarding, and account administration.
• Exposure to CRM systems, workflow tracking, and new business processes.
• Mentorship from experienced operations professionals and insight into the financial planning lifecycle.
• Ongoing training and certification sponsorship opportunities.
• Performance-based bonuses and future consideration for part-time or full-time roles.
• The chance to contribute to a mission-driven team that prioritizes personal development, ownership, and integrity.

What This Job Offers

• Career Level: Intern
• Number of Employees: 11-50 employees