Onboarding Associate ($55,000 - $65,000)

Onboarding Associate ($55,000 - $65,000) 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. Role 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. 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. Requirements 1+ years of experience in wealth management, financial services, or related roles. Preferred licenses: SIE and 2-15 (sponsorship available). Strong background in finance or wealth management, with knowledge of annuities, life insurance, and investment accounts. Bilingual in English and Spanish preferred (verbal and written). 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. What We Are Expecting Seamless onboarding experience that reflects Guerra’s commitment to client service. Accurate, timely, and thorough CRM and financial tracker updates. Consistent support to the New Business team in meeting operational and client experience goals. Active contribution to firm growth and smooth client transitions. Collaboration with advisors and New Business team to ensure follow-through on all actions. Schedule Full-time role based in Miami, FL. Standard weekday schedule with occasional flexibility as needed for client appointments. Compensation $50,000–$65,000 Annually (Base Salary + Performance Incentives) 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 These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily. Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it. All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability. Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching. #J-18808-Ljbffr Guerra Financial Group