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If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!
The Wealth Management Assistant is the liaison between the Sr. Financial Advisor, their clients, and the firm. From the beginning of the sales cycle to the ongoing relationship with the client, you are continuously providing excellent individualized client service.
As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial knowledge to new levels. If these qualities reflect you and your ambitions, join us today by applying here!
Objectives and Responsibilities
Experience and Competencies – For success in this role
Benefits – More than the basics
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.
Full Time
$65k-96k (estimate)
06/23/2024
07/12/2024
The following is the career advancement route for Wealth Management Assistant positions, which can be used as a reference in future career path planning. As a Wealth Management Assistant, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Assistant. You can explore the career advancement for a Wealth Management Assistant below and select your interested title to get hiring information.