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© All Rights Reserved. ApplyBlast.com
Guerra Wealth Advisors
A Wealth Management Associate at Guerra Wealth Advisors supports the New Business team by ensuring smooth, accurate client onboarding and managing administrative processes. Responsibilities include CRM updates, scheduling appointments, handling asset transfers, and maintaining financial documentation to facilitate a seamless client experience. This role is ideal for detail-oriented professionals seeking to grow within a boutique financial firm with a strong emphasis on client service.
Guerra Wealth Advisors, established in 1986 and based in Miami, FL, is an independent, fiduciary financial advisory firm specializing in retirement planning for South Florida families. As a registered investment adviser managing over $600M in assets, the firm offers a full spectrum of services including portfolio management, tax planning, estate and legacy planning, and insurance and asset protection planning. Their proprietary GuerraFreedom Plan is a five-step process designed to help clients maximize retirement income, minimize taxes, and protect their financial legacy.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Guerra Wealth Advisors.
13% below the average for this role
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