Guerra Wealth Advisors
A financial advisory firm in Miami, FL is seeking a Client Engagement & Referral Manager to deepen client relationships and drive engagement. This full-time, hybrid role focuses on gathering testimonials, ensuring exceptional service delivery, and generating referrals. Ideal candidates should have over 5 years of financial services experience, strong communication skills, and be comfortable facilitating client interactions. The position offers a competitive salary of $45,000–$65,000 plus commissions and extensive benefits.
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