Current jobs related to Wealth Management Associate - Miami - Guerra Wealth Advisors

  • Wealth Management Junior Associate

    4 days ago

    Miami, United States Guerra Wealth Advisors Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Junior Wealth Management Associate to join our team at Guerra Wealth Advisors. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial planning and wealth management services.Key...

  • Wealth Management Junior Associate

    1 week ago

    Miami, United States Guerra Wealth Advisors Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Junior Associate to join our team at Guerra Wealth Advisors. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and executing trades and allocation changes.Key ResponsibilitiesReceive and respond to...

  • Wealth Management Associate

    4 weeks ago

    Miami, United States Corient Private Wealth LLC Full time

    Become a vital part of a team that champions your aspirations and nurtures your development At Corient Private Wealth LLC, we assist high-net-worth individuals and families in leading fulfilling lives while safeguarding their wealth for future generations and supporting the causes and communities they cherish. Our mission is to surpass expectations, simplify...

  • Associate Wealth Management Professional

    3 weeks ago

    Miami, United States Goldman Sachs & Co. LLC Full time

    **Wealth Management Associate****About the Role**Goldman Sachs & Co. LLC is seeking a highly skilled and experienced Wealth Management Associate to join our team in Miami, Florida. As a Wealth Management Associate, you will be responsible for creating comprehensive wealth management plans for ultra-high net worth individuals and families based in Mexico, as...

  • Wealth Management Associate

    2 weeks ago

    Miami, United States Goldman Sachs Full time

    About This RoleWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Private Wealth Management business, you will provide exceptional client service and support to our clients and sales teams.ResponsibilitiesSupport the implementation of new client accounts, trade...

  • Operations Associate

    4 weeks ago

    Miami, United States Invenio Wealth Full time $45,000 - $55,000

    Job DescriptionJob DescriptionCompany DescriptionInvenio Wealth Partners, LLC is a team of wealth management professionals specializing in financial planning, investment management, and consulting for high-net-worth individuals and institutions. We provide objective, independent advice and management using state-of-the-art technology and industry-leading...

  • Wealth Management Associate

    3 weeks ago

    Miami, United States Goldman Sachs Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Private Wealth Management business, you will provide exceptional client service and support to our clients and sales teams.ResponsibilitiesSupport the implementation of new client accounts, trade...

  • Merrill Wealth Management Associate Client Relationship Manager

    3 days ago

    Miami, United States Bank of America Full time

    Associate Client Relationship Manager Opportunity at Merrill Wealth ManagementMerrill Wealth Management is a leading provider of wealth management and investment solutions for individuals, companies, and institutions. With a focus on goals-based wealth management, they offer services for retirement planning, education, and other life goals. The company...

  • Client Services Associate

    3 weeks ago

    Miami, United States Creand Wealth Management (beta Capital) Full time

    About the Company: Creand Wealth Management is looking for a Client Service Associate to join the team at our Miami office (Brickell). Creand (Beta Capital) Wealth Management was founded in 1995 in Miami as broker dealer and investment advisory firm specializing in providing investment advice and trade execution services to individual and institutional...

  • Client Services Associate

    3 weeks ago

    miami, United States Creand Wealth Management (Beta Capital) Full time

    About the Company:Creand Wealth Management is looking for a Client Service Associate to join the team at our Miami office (Brickell). Creand (Beta Capital) Wealth Management was founded in 1995 in Miami as broker dealer and investment advisory firm specializing in providing investment advice and trade execution services to individual and institutional...

  • Client Services Associate

    4 weeks ago

    Miami, United States Creand Wealth Management (Beta Capital) Full time

    About the Company:Creand Wealth Management is looking for a Client Service Associate to join the team at our Miami office (Brickell). Creand (Beta Capital) Wealth Management was founded in 1995 in Miami as broker dealer and investment advisory firm specializing in providing investment advice and trade execution services to individual and institutional...

  • Client Services Associate

    4 weeks ago

    Miami, United States Creand Wealth Management (Beta Capital) Full time

    About the Company:Creand Wealth Management is looking for a Client Service Associate to join the team at our Miami office (Brickell). Creand (Beta Capital) Wealth Management was founded in 1995 in Miami as broker dealer and investment advisory firm specializing in providing investment advice and trade execution services to individual and institutional...

  • Senior Wealth Management Associate

    4 weeks ago

    Miami, United States Citigroup Inc Full time

    Job Title: Senior Associate BankerCompany: Citigroup Inc.Overview: This notice pertains to the filing of an application for permanent alien labor certification. All interested parties may submit documentary evidence to the certifying officer of the U.S. Department of Labor.Position Summary: Citigroup Inc. is seeking a Senior Associate Banker for its...

  • Client Services Associate

    1 week ago

    miami, United States Creand Wealth Management (Beta Capital) Full time

    About Creand Wealth Management:Creand Wealth Management (Beta Capital) is a leading financial services firm specializing in providing investment advice and trade execution services to individual and institutional investors. With a strong presence in the Miami market, we are committed to delivering exceptional client experiences and building long-term...

  • Private Wealth Associate

    3 weeks ago

    miami, United States AmLaw 100 International Law Firm Full time

    Unique Miami-based Tax Associate RoleAn international, AmLaw 100 law firm is looking for a 2nd to 7th year Tax Associate (J.D. years 2017 to 2022) for their high-net worth, private wealth management (estate planning) team. The team counsels high-net worth individuals, family offices and similar groups with regard to their income tax, estate and gift tax,...

  • Private Wealth Associate

    2 weeks ago

    Miami, United States AmLaw 100 International Law Firm Full time

    Unique Miami-based Tax Associate RoleAn international, AmLaw 100 law firm is looking for a 2nd to 7th year Tax Associate (J.D. years 2017 to 2022) for their high-net worth, private wealth management (estate planning) team. The team counsels high-net worth individuals, family offices and similar groups with regard to their income tax, estate and gift tax,...

  • Private Wealth Associate

    2 months ago

    Miami, United States AmLaw 100 International Law Firm Full time

    Unique Miami-based Tax Associate RoleAn international, AmLaw 100 law firm is looking for a 2nd to 7th year Tax Associate (J.D. years 2017 to 2022) for their high-net worth, private wealth management (estate planning) team. The team counsels high-net worth individuals, family offices and similar groups with regard to their income tax, estate and gift tax,...

  • Client Service Associate

    4 months ago

    Miami, United States Hastings & Hastings, Placement and Staffing Services Full time

    Job DescriptionJob DescriptionClient Service Associate - Family Office Support Financial Advisors' Ultra High Net Worth clients in busy Family Office.YOUR BACKGROUNDBachelor's degree in Finance, Business, Economics, or a related field2+ years' experience in account services, including account opening, maintenance, wire transfers, and asset...

  • Private Wealth Management Associate

    2 weeks ago

    Miami, FL, USA, United States AmLaw 100 International Law Firm Full time

    Unique Opportunity for a Tax AssociateAn AmLaw 100 international law firm is seeking a highly skilled Tax Associate to join their private wealth management team. The team provides counsel to high-net worth individuals, family offices, and similar groups on income tax, estate and gift tax, succession, general tax, and strategic business planning...

  • Private Wealth Management Associate

    7 days ago

    Miami, FL, USA, United States AmLaw 100 International Law Firm Full time

    Unique Opportunity for a Tax AssociateAn AmLaw 100 international law firm is seeking a highly skilled Tax Associate to join their private wealth management team. The team provides counsel to high-net worth individuals, family offices, and similar groups on income tax, estate and gift tax, succession, general tax, and strategic business planning...

Wealth Management Associate

3 months 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 Wealth Management Associate is the liaison between clients and the advisor, providing excellent individualized client service and developing long-term relationships with 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


  • Complete the life insurance process for new applications, including health approvals, funding, generating illustrations, and managing inforce policies
  • Complete the annuity process for new applications, including suitability assessments, replacements, fundings, and deliveries
  • Prepare annuity and life insurance applications
  • Sign all applications with clients
  • Conduct weekly update calls with clients 
  • Coordinate and schedule advisors client meetings
  • Maintain professional communication with clients and staff 
  • Other tasks as assigned
  • Always put the client's best interest first
  • Cultivate new opportunities within existing client relationships
  • Stay informed on industry regulations, compliance, and tax law changes
  • Pursue ongoing education to enhance financial knowledge


Experience and Competencies – For success in this role


  • 1+ years of experience in a wealth management or client facing financial role
  • 1+ years of experience selling life insurance/annuities
  • Preferred licenses: SIE and 2-15 (sponsorship available to obtain)
  • Relevant or adjacent certifications/licenses are a plus (e.g. 2-14, CFP etc.)
  • Bilingual in English and Spanish with strong verbal and written communication skills in both languages
  • Strong phone presence
  • Attention to detail and accuracy 
  • Excellent interpersonal skills with the ability to establish rapport and trust with clients
  • Must be a go-getter, team-player, and hungry for knowledge and growth
  • Tech-savvy with the ability and willingness to learn new systems, softwares and processes


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. 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.