Guerra Wealth Advisors

Event Coordinator (Seminars/Workshops)

Guerra Wealth Advisors

4 days ago
Miami, FL
Hybrid
Full Time
Senior
0 applicants
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Guerra Wealth Advisors
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About this role

The Events Coordinator at Guerra Wealth Advisors is responsible for planning, executing, and hosting high-impact dinner seminars that drive client acquisition and engagement. The role requires managing event logistics, vendor relationships, and onsite operations while ensuring exceptional guest experiences and alignment with the firm's brand values.

Skills

Guerra Wealth Advisors

About Guerra Wealth Advisors

guerrawealth.com

Guerra 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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