Client Success Specialist

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.

Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact.

If you’re seeking a role where you can truly impact people’s lives , Guerra Wealth Advisors is where you need to be.

Role :

• The Client Success Specialist at Guerra Wealth Advisors plays a vital role in strengthening relationships with our clients and prospects.
• This isn’t a call center role — it’s a relationship-driven position focused on building trust, gathering meaningful feedback, and generating referrals that help more families secure their financial future.
• You’ll serve as a friendly, professional connection point between our clients and our advisory team — collecting testimonials, reviews, and referrals while ensuring each client interaction reflects the Guerra standard of excellence.
• Through in-person meetings, phone conversations, and event engagement, you’ll help our firm continue to grow through the power of authentic relationships.
• If you have experience in the financial industry, particularly in retirement planning or investments , and you’re looking for a unique opportunity to combine your client service skills with meaningful impact, this may be the perfect fit for you.

Responsibilities :

Requirements :

What We Are Expecting :

Schedule :

Compensation :

Benefits :

Always Be Learning :

Your Words Matter :

All for One, One for All :

Take Ownership and Accountability :

Do the Right Thing :

Apply today and help us continue redefining client success at Guerra Wealth Advisors.