Objectives and Responsibilities

• Update financial planning software for all advisor meetings
• Input notes and update CRM regularly
• Call vendors to update financial information when necessary
• Manage and attach statements and contracts to client accounts
• Assist with client update reports and mailings
• Assist team with projects
• Pursue ongoing education to enhance financial knowledge

Experience and Competencies – For success in this role

• 1-2 years of experience in an administrative role
• Financial industry experience preferred
• Industry-relevant licenses are a plus (e.g. SIE, 2-15, etc.)
• Strong verbal and written communication skills (bilingual in Spanish a plus)
• Strong phone presence 
• Must be a go-getter, team player, and hungry for knowledge and growth!
• Tech-savvy with the ability and willingness to learn new systems, software, and processes

Benefits – More than the basics

• Competitive salary
• Completion bonuses for relevant licenses/certifications (if applicable)
• Sponsored industry travel and in-person training
• PTO: 20 days
• 401K or Roth matching plan
• Health insurance reimbursement

About Guerra Wealth Advisors

Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.

Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.