Wealth Management Onboarding Specialist
$45k - $65kGuerra Financial Group
A leading wealth management firm in Miami, FL, is seeking a Wealth Management Associate. The role involves assisting with client onboarding and managing CRM processes to enhance client experience. Candidates should have at least 1 year of experience in finance, possess strong attention to detail, and be bilingual in English and Spanish. This full-time position offers a competitive salary of $45,000–$65,000 annually, along with opportunities for professional growth and various employee benefits. #J-18808-Ljbffr Guerra Financial Group
Vacancy posted 1 day ago
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