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Wealth Management Junior Associate
2 months ago
We 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 Responsibilities- Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
- Manage client relationships, including email management, client custodial logins, and service change forms.
- Prepare client review summaries for advisors' appointments and execute trades, allocation changes, withdrawals, rollovers, and transfers.
- Input notes and update CRM data, ensuring accurate and up-to-date information.
- Cultivate new opportunities within existing client relationships and maintain professional communication with clients and staff.
- Stay informed on industry regulations, compliance, and tax law changes, and pursue ongoing education to enhance financial knowledge.
- 1+ years of experience in a wealth management or client-facing financial role.
- SIE and 2-15 licenses (sponsorship available to obtain).
- Bilingual in English and Spanish with strong verbal and written communication skills.
- Strong phone presence, attention to detail, and excellent interpersonal skills.
- Ability to learn new systems, software, and processes.
- Competitive salary + bonuses.
- Completion bonuses for relevant licenses/certifications.
- Sponsored industry travel and in-person training.
- 20+ days PTO, 401K or Roth matching plan, health insurance reimbursement, and access to personal financial planning.
We are a leading Retirement Planning Firm driven by a mission to help our clients achieve financial freedom. Our team is guided by core values of constant learning, self-improvement, and communication. We value ownership, accountability, and integrity, and strive to do the right thing for our team, company, and clients.
