Wealth Management Specialist Internship

Guerra Wealth Advisors

20d • 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 operations team ensures exceptional client experiences through meticulous preparation and seamless execution, and that's where you come in. If you're detail-oriented, organized, and eager to launch your career in financial services, the Wealth Management Specialist Intern role is your opportunity to gain hands-on experience while making a meaningful impact on both clients and the firm. The Wealth Management Specialist Intern supports the advisory team by contributing to all client servicing activities, both pre- and post-meeting. You will update financial data, process client requests, and assist advisors with documentation and communication needed to deliver exceptional client experiences. 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.

Responsibilities

• Update financial planning software (Retirement Analyzer) for all advisor meetings.
• Prepare client review summaries and retirement analysis documentation.
• Input advisor notes and update CRM records accurately.
• Manage and attach financial statements, contracts, and reports to client files.
• Receive incoming client service calls and emails in a professional and friendly manner.
• Complete service change requests, account updates, and custodial login setup.
• Review and process applications, trades, allocation changes, withdrawals, and transfers.
• Coordinate and follow up on client transfers to ensure completion.
• Assist with client update reports and outgoing mailings.
• Support client scheduling and collaborate with WMAs, WMPs, and Advisors.
• Assist with internal team projects and additional responsibilities as assigned.
• Maintain clear, professional communication with clients and internal team members.
• Stay informed on industry regulations, compliance changes, and relevant tax law updates.
• Always act in the best interest of the client and adhere to company standards.

Benefits

• Real-world experience in financial operations, client services, and wealth management.
• Exposure to CRM systems, workflow tracking, and financial planning 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

• Job Type: Part-time
• Career Level: Intern
• Number of Employees: 11-50 employees