Estate Planning Associate

2 weeks ago

Miami, United States Guerra Wealth Advisors Full time

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name The Estate Planning Associate is the liaison between clients and the financial advisor in all things estate planning. They provide excellent individualized service while developing long-term relationships with the clients. This position has an uncapped commission structure (+salary) with plenty of opportunity for growth. 


As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial knowledge to new levels. If these qualities reflect you and your ambitions, join us today by applying here


Objectives and Responsibilities


  • Meet with clients to discuss individualized process and pricing according to each clients’ needs – answering all client questions
  • Coordinate the delivery of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives with the assistance of an estate planning program 
  • Maintain and organize client files, ensuring all documentation is current and accurately filed
  • Communicate with clients to gather necessary information and provide regular updates on their cases
  • Processing payments
  • Coordinate and execute the notarization of estate planning documents
  • Schedule and coordinate client meetings
  • Provide general administrative support to financial advisors as needed
  • Always put the client's best interest first
  • Cultivate new opportunities within existing client relationships
  • Conduct legal research related to estate planning and probate matters
  • Stay informed on industry regulations, compliance, and law changes
  • Pursue ongoing education to enhance industry knowledge


Experience and Competencies – For success in this role


  • 2+ years of experience working as a paralegal in estate planning or a related field
  • Certification from an accredited paralegal program or willingness to obtain
  • Bilingual in English and Spanish with strong verbal and written communication skills in both languages
  • Attention to detail and accuracy 
  • Excellent interpersonal skills with the ability to establish rapport and trust with clients
  • Compassionate and client-focused approach with a high degree of professionalism
  • Tech-savvy with the ability and willingness to learn new systems, softwares and processes
  • Must be a go-getter, team-player, and hungry for knowledge and growth


Benefits – More than the basics


  • Uncapped commission structure + competitive salary + bonuses
  • Completion bonuses for relevant licenses/certifications
  • Sponsored industry travel and in-person training
  • PTO: 20+ days
  • 401K or Roth matching plan
  • Health insurance reimbursement
  • Access to personal financial planning
  • Growth and development


About Guerra Wealth Advisors


Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. With over 38 years helping our community already, our vision is to become the most trusted and reputable firm in the country.


Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.

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