Onboarding Associate

Guerra Wealth Advisors•Miami, FL

21d•$50,000 - $65,000•Onsite

About The Position

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 thrive in a fast-paced financial environment, the Client Onboarding Associate role is your opportunity to make a meaningful impact on both clients and the firm. The Client Onboarding Associate supports the New Business team by ensuring every client’s onboarding process is smooth, accurate, and professional. You will assist with CRM management, financial application tracking, client appointments, and assets under management (AUM) processes. This role is perfect for someone with strong attention to detail, excellent organizational skills, and a passion for client service who wants to grow within a boutique yet resource-backed wealth management firm.

Requirements

1+ years of experience in wealth management, financial services, or related roles.
Strong background in finance or wealth management, with knowledge of annuities, life insurance, and investment accounts.
Exceptional attention to detail and data accuracy.
Excellent interpersonal skills with the ability to build rapport and trust with clients.
Self-motivated, proactive, and eager to learn and grow.
Tech-savvy, with proficiency in CRM systems and financial tracking tools.

Nice To Haves

Preferred licenses: SIE and 2-15 (sponsorship available).
Bilingual in English and Spanish preferred (verbal and written).

Responsibilities

Assist New Business appointments with Financial Planners, Insurance Specialists, Third Party Managers, and Annuity Processing Managers.
Update CRM with statuses, meeting outcomes, advisor instructions, and other key data.
Enter new account information, notes, and documentation into CRM and financial trackers.
Schedule and confirm client appointments via phone and text.
Greet clients and ensure a professional experience during meetings with advisors.
Complete audit calls and follow-up on New Business Tracker progress.
Update financial planning tools (e.g., Retirement Analyzer, WealthScape, Riskalyze) before and after client meetings.
Manage all necessary financial trackers and ensure accurate client information.
Complete AUM processes for new applications, including drafting agreements, handling Transfers of Assets (TOA), Standard Payment Instructions (SPI), and Add Advisor forms.
Assist clients with signing AUM applications and ensure accuracy.
Open accounts in Fidelity, complete account allocations, rollovers, and transfers.
Follow advisor instructions based on meeting outcomes and ensure timely follow-up actions.
Send meeting recaps to clients.
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.
Support ongoing New Business projects as assigned.

Benefits

Base salary plus performance bonuses and team incentives
Referral bonuses for business development
401(k) with company match
Health insurance reimbursement program
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