Wealth Advisory Operations Lead
guerrawealthadvisors
Guerra Wealth Advisors seeks an Advisor Associate to act as the primary operational and client-service partner to an Advisor, owning the client experience from onboarding through funding and ongoing service. The role combines onboarding ownership with advisor support, asset-growth responsibilities, and proactive client service, ensuring every case is documented clearly for seamless handoffs and continued service. #J-18808-Ljbffr guerrawealthadvisors
Vacancy posted 4 days ago
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