Teams at Guerra Wealth Advisors

Support New Business team by managing client onboarding, CRM and financial trackers, scheduling and confirming appointments, completing AUM processes, handling account openings/transfers, and ensuring accurate documentation and client communications.

Inside sales role that qualifies warm leads, schedules appointments for advisors, maintains CRM and prospect tracking, represents the firm at events, hits performance targets, and pursues licensing and professional development to grow into an advisor role.

Serve as primary advisor to complex, high-net-worth clients delivering advanced financial, tax, estate, and portfolio strategies. Lead client meetings, design tax-efficient portfolios, advise on concentrated positions and liquidity events, mentor junior advisors, and expand AUM through relationship development while upholding compliance and fiduciary standards.