Client Success Specialist

Job Description

Job Description

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 :

Build relationships with prospects and clients through professional, genuine communication.

Conduct client experience surveys and quality assurance follow-ups.

Collect testimonials, feedback, and reviews that showcase the Guerra client experience.

Handle incoming client service calls with warmth, empathy, and efficiency.

Proactively identify and pursue referral opportunities from satisfied clients.

Coordinate and follow up on each referral to ensure timely outreach and engagement.

Support marketing and educational events through pre-qualification calls and attendance.

Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm.

Maintain accurate and detailed notes in the CRM system.

Update client and prospect records, run reports, and support data tracking initiatives.

Assist with marketing event preparation and prospect communication via phone, text, and email.

Participate in ongoing education and industry training to enhance your knowledge and contribution.

Perform other duties as needed to support the firm’s client engagement strategy.

Requirements :

1+ years of experience in a client-facing role.

Experience in lead generation or referral-based roles (preferred).

Financial industry or retirement investment experience (preferred).

Excellent interpersonal skills with a natural ability to establish rapport and trust.

Strong phone presence and confident communication style.

Bilingual in English and Spanish (verbal and written) strongly preferred.

Tech-savvy with the ability to quickly learn new systems and software.

Positive attitude, team-player mindset, and a passion for personal growth.

Self-motivated, organized, and driven to exceed expectations.

What We Are Expecting :

Authentic, lasting relationships that strengthen client trust and satisfaction.

A consistent flow of client testimonials, reviews, and referrals.

Organized CRM documentation and data accuracy.

Visible contribution to firm growth through enhanced client engagement and referral activity.

Strong collaboration with advisory, marketing, and leadership teams.

Schedule :

Full-time, Hybrid role based in Miami, FL (combination of remote and in-office work).

Standard weekday schedule, with occasional evening events as assigned.

Compensation :

$45,000–$65,000 Annually (Base Salary + Commissions + Performance Bonuses)

Includes uncapped commission and incentive opportunities based on engagement and referral success.

Benefits :

Base salary plus uncapped commission and performance bonuses

Referral and business development bonuses

401(k) with company match

Health / Dental / Vision  Plans offered

20+ combined PTO days (vacation, sick, floating holidays, birthday PTO)

Sponsored industry training and conference attendance

Access to personal financial planning services

Bonus compensation for certifications and licenses (Guerra Growth Lab)

Career advancement within a growing, established firm

Culture of continuous learning and professional growth

Guerra Core Values

These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll live them daily.

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 ready to bring your financial expertise and relationship skills to a firm where experience truly matters , this is your opportunity to make a meaningful impact — for your clients, your career, and your future.

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

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