First Impressions Coordinator ($40,000$70,000)

First Impressions Receptionist

At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over 40 years of excellence serving clients in South Florida and nationwide, we've built a boutique firm that blends world-class financial expertise with a deeply personal touch.

We don't just advise. We educate, empower, and guide families toward financial confidence. And that experience begins the moment a client walks through our doors.

If you take pride in warm hospitality, notice the small details others miss, and want to be the first face of a growing, established firm, Guerra Wealth Advisors is calling your name.

This role is ideal for someone with experience in hospitality, reception, or client service who is warm, organized, and thrives on creating a first impression people remember.

Responsibilities

• Prepare the office each morning, including lights, lobby and meeting room TVs, and the lobby video playlist.
• Review the daily schedules for Advisors and Wealth Management Associates in Salesforce and calendars to plan meeting room usage.
• Reserve offices strategically based on the day's appointments, placing the best available office for discovery meetings.
• Print and place door signs for in-office meetings once the client arrives.
• Keep every meeting room client-ready, including whiteboards, markers, chairs, trash, and a stocked snack and welcome setup.
• Warmly greet every client, prospect, and visitor, confirming their name and who they are meeting with.
• Notify advisors promptly of client arrivals via team chat and in person, and help meetings start on time.
• Offer and serve beverages (espresso, cortadito, water, tea) on the designated tray and escort clients to their meeting room.
• Deliver the discovery meeting welcome experience, including the welcome gift box, and track gift inventory.
• Handle walk-in clients by greeting them, providing the intake form, and directing them to the right team member.
• Coordinate meeting room use across client appointments, team requests, and walk-ins, always prioritizing the client experience.
• Monitor office comfort, including temperature, and resolve issues quickly.
• Invite waiting clients to upcoming firm events, such as Black & Gold events and Financial Forums, when appropriate.
• Refresh door sign designs throughout the year to reflect seasons, holidays, and special occasions.

Requirements

• 1+ years of experience in reception, hospitality, or client service (financial services experience is a plus, not required).
• Bilingual in English and Spanish (verbal and written).
• Warm, polished, and professional presence with excellent interpersonal skills.
• Strong organizational skills and attention to detail, with the ability to multitask in a fast-paced office.
• Proficiency in Google Workspace and comfort learning new systems (CRM, team chat, scheduling tools).
• Reliable, punctual, and able to work in-office on a standard weekday schedule.
• Team-player mindset with a service-first attitude.

What We Are Expecting

• An exceptional, consistent first impression for every client and visitor.
• Offices and common areas that are clean, polished, and client-ready at all times.
• Smooth meeting flow, with advisors notified promptly and meetings starting on time.
• Accurate scheduling, room coordination, and inventory tracking.
• Strong collaboration with advisors, associates, and the First Impressions team.

Schedule Full-time, role based in Miami, FL. Must be able to work in-office. Standard weekday hours; 10am-7pm, with occasional flexibility for firm events.

Compensation $40,000$70,000 annually

Benefits:

• 401(k) with company match
• Health insurance, vision, and dental options
• Long term and short term disability
• 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)
• Sponsored industry training and conference attendance
• Access to personal financial planning services for you and your family
• Bonus compensation for industry certifications and licenses (Guerra Growth Lab)
• Career advancement within a growing, established firm
• Culture of continuous learning and professional growth plan

Guerra Core Values 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.

If you're ready to bring your warmth and attention to detail to a team that believes the client experience begins at the front door, this is your opportunity. Apply today and help us shape the future of client experience at Guerra Wealth Advisors.