Guerra Wealth Advisors
Join to apply for the
Client Engagement & Referral Manager
role at
Guerra Wealth Advisors .
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world‑class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Our growth is fueled by one simple principle:
deliver incredible value first . Every conversation, every client interaction, every meeting reflects our commitment to trust, integrity, and results. If that resonates, you’ll feel right at home here.
Role The Client Engagement & Referral Manager at Guerra Wealth Advisors is the relationship‑driven connector who ensures our clients feel heard, valued, and inspired to share their positive experiences. This is not a traditional service role — it’s a strategic position focused on deepening relationships, driving engagement, and generating qualified referrals that contribute directly to firm growth. You’ll serve as the bridge between our advisory team and our clients, fostering ongoing connection through feedback, testimonials, and referral generation. By combining your financial services experience with authentic communication, you’ll help transform satisfied clients into passionate advocates for our firm.
Responsibilities
Conduct face‑to‑face and virtual meetings to gather testimonials and feedback
Perform quality assurance surveys to ensure exceptional service delivery
Build and maintain strong, lasting relationships with existing clients and prospects
Handle incoming client service inquiries with professionalism, warmth, and care
Proactively identify and cultivate referral opportunities from satisfied clients
Coordinate and execute structured follow‑up strategies for all client referrals
Support marketing and event initiatives through client outreach and pre‑qualification
Strengthen Guerra’s community presence through active relationship building
Maintain accurate CRM records and detailed notes on all client interactions
Support prospect management and lead qualification processes
Collaborate with the advisory and marketing teams to align on communication strategies
Participate in professional development and industry education to stay sharp and relevant
Requirements
5+ years of financial services experience (banking, investments, insurance, or planning)
Proven success in client relationship management and face‑to‑face interaction
Sales or business development background with a track record of referral generation
Strong verbal and written communication skills; bilingual (English/Spanish) preferred
Comfortable requesting feedback, testimonials, and referrals in a consultative way
Professional maturity and credibility within the financial industry
Proficiency with CRM systems and technology platforms
Highly organized, self‑motivated, and team‑oriented
Commitment to ethical practices and a client‑first approach
What We Are Expecting
Strong, lasting client relationships built on trust, responsiveness, and integrity
Consistent flow of quality referrals and testimonials that support firm growth
Clear, accurate reporting of client engagement metrics and CRM data
Effective collaboration across advisory, marketing, and leadership teams
Measurable contribution to client satisfaction, retention, and referral‑driven business
Schedule
Full‑time, Hybrid role based in Miami, FL (remote and in‑office work)
Standard weekday hours, with occasional evening or event support as needed
Compensation $45,000–$65,000 Annually (Base Salary + Commissions + Performance Bonuses)
This role includes uncapped commission and bonus opportunities based on engagement, referrals, and overall impact on firm growth.
Benefits
Base salary plus uncapped commission and performance incentives
Referral and business development bonuses
401(k) with company match
Health insurance reimbursement program
20+ combined PTO days (vacation, sick, holidays, birthday PTO)
Sponsored industry training and conference attendance
Access to personal financial planning services
Bonus compensation for certifications and licenses (Guerra Growth Lab)
Ongoing education and skill development opportunities
Career advancement within a growing, established firm
Guerra Core Values
Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft
Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it
All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability
Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done
Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching
If you’re an experienced financial professional ready to use your expertise to deepen relationships, drive engagement, and help clients achieve financial peace of mind — this is your opportunity.
Apply today and bring your experience to Guerra Wealth Advisors — where your work creates real impact and lasting connections.
#J-18808-Ljbffr
Client Engagement & Referral Manager
role at
Guerra Wealth Advisors .
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world‑class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Our growth is fueled by one simple principle:
deliver incredible value first . Every conversation, every client interaction, every meeting reflects our commitment to trust, integrity, and results. If that resonates, you’ll feel right at home here.
Role The Client Engagement & Referral Manager at Guerra Wealth Advisors is the relationship‑driven connector who ensures our clients feel heard, valued, and inspired to share their positive experiences. This is not a traditional service role — it’s a strategic position focused on deepening relationships, driving engagement, and generating qualified referrals that contribute directly to firm growth. You’ll serve as the bridge between our advisory team and our clients, fostering ongoing connection through feedback, testimonials, and referral generation. By combining your financial services experience with authentic communication, you’ll help transform satisfied clients into passionate advocates for our firm.
Responsibilities
Conduct face‑to‑face and virtual meetings to gather testimonials and feedback
Perform quality assurance surveys to ensure exceptional service delivery
Build and maintain strong, lasting relationships with existing clients and prospects
Handle incoming client service inquiries with professionalism, warmth, and care
Proactively identify and cultivate referral opportunities from satisfied clients
Coordinate and execute structured follow‑up strategies for all client referrals
Support marketing and event initiatives through client outreach and pre‑qualification
Strengthen Guerra’s community presence through active relationship building
Maintain accurate CRM records and detailed notes on all client interactions
Support prospect management and lead qualification processes
Collaborate with the advisory and marketing teams to align on communication strategies
Participate in professional development and industry education to stay sharp and relevant
Requirements
5+ years of financial services experience (banking, investments, insurance, or planning)
Proven success in client relationship management and face‑to‑face interaction
Sales or business development background with a track record of referral generation
Strong verbal and written communication skills; bilingual (English/Spanish) preferred
Comfortable requesting feedback, testimonials, and referrals in a consultative way
Professional maturity and credibility within the financial industry
Proficiency with CRM systems and technology platforms
Highly organized, self‑motivated, and team‑oriented
Commitment to ethical practices and a client‑first approach
What We Are Expecting
Strong, lasting client relationships built on trust, responsiveness, and integrity
Consistent flow of quality referrals and testimonials that support firm growth
Clear, accurate reporting of client engagement metrics and CRM data
Effective collaboration across advisory, marketing, and leadership teams
Measurable contribution to client satisfaction, retention, and referral‑driven business
Schedule
Full‑time, Hybrid role based in Miami, FL (remote and in‑office work)
Standard weekday hours, with occasional evening or event support as needed
Compensation $45,000–$65,000 Annually (Base Salary + Commissions + Performance Bonuses)
This role includes uncapped commission and bonus opportunities based on engagement, referrals, and overall impact on firm growth.
Benefits
Base salary plus uncapped commission and performance incentives
Referral and business development bonuses
401(k) with company match
Health insurance reimbursement program
20+ combined PTO days (vacation, sick, holidays, birthday PTO)
Sponsored industry training and conference attendance
Access to personal financial planning services
Bonus compensation for certifications and licenses (Guerra Growth Lab)
Ongoing education and skill development opportunities
Career advancement within a growing, established firm
Guerra Core Values
Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft
Your Words Matter: Speak with clarity and intent. Every word builds trust — or breaks it
All for One, One for All: We win together. No egos, no silos — just teamwork and shared accountability
Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done
Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy — even when no one’s watching
If you’re an experienced financial professional ready to use your expertise to deepen relationships, drive engagement, and help clients achieve financial peace of mind — this is your opportunity.
Apply today and bring your experience to Guerra Wealth Advisors — where your work creates real impact and lasting connections.
#J-18808-Ljbffr