Client Success Specialist ($55,000 - $65,000)
Guerra Wealth Advisors
About this role
Guerra Wealth Advisors seeks a Client Success Specialist to strengthen client relationships, gather feedback, and promote referrals while providing exceptional service. The role focuses on building trust, coordinating client interactions, and supporting the firm's growth through meaningful engagement and relationship management.
Skills
About Guerra Wealth Advisors
guerrawealth.comGuerra Wealth Advisors, founded in 1986 and based in Miami, is a full-service wealth management firm offering the complete spectrum of financial planning and advisory services. They provide investment management, retirement planning, and tax- and estate-related strategies, delivering tailored financial plans for individuals, families, and business owners. The firm emphasizes long-term relationships and personalized, integrated solutions to help clients accumulate, preserve, and transfer wealth.
About Guerra Wealth Advisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Guerra Wealth Advisors.
Salary
$45k – $65k
per year