As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your sales and financial knowledge to new levels.
***Offering a competitive salary $40,000 - $50,000 annually***
If you thrive behind the scenes and love creating memorable experiences, this role is your backstage pass to event success!
Objectives and Responsibilities
- Support the Event Coordinator and Marketing Manager with event preparation and executions
- Make phone calls to confirm RSVPs, manage guest lists, and provide warm, professional client communication
- Assist in setting up event venues, preparing materials, organizing supplies, and breaking down after events
- Provide a helpful, service-first presence during events, including welcoming guests and assisting with check-in
- Occasionally speak in front of small groups (e.g., welcoming attendees, introducing speakers)
- Maintain event documentation, help track expenses, manage inventory, and handle vendor follow-up
- Collaborate with the team on email outreach, printed materials, and promotional mailers
- Participate in debriefs and suggest ways to improve guest experience and event efficiency
- Other duties as assigned
Experience
- Education in Event Management, Marketing, Communications, Hospitality, or related field, OR equivalent of 1–2 years of experience in customer service, events, administrative, or hospitality roles
- Strong organizational skills and exceptional attention to detail
- Confident phone manner with excellent interpersonal communication
- Willingness to work evenings and some weekends as required for events
- Ability to lift and transport event materials and remain active throughout events
- Proficient in Google Workspace; familiarity with CRM (Salesforce or Hubspot) and event tools is a plus
- Eagerness to learn, grow, and contribute to a mission-driven, team-oriented environment
Benefits
- Base salary
- Performance bonuses and team incentives
- Referral bonuses for business development
- 401(k) with company matching
- Health insurance reimbursement program
- 20+ PTO days combined (PTO, sick, floating holidays, paid holidays and birthday PTO)
- Sponsored industry training and conference attendance
- Access to personal financial planning services
- Bonus compensation for industry certifications and licenses
- Ongoing education and skill development opportunities
- Career advancement within a growing, established firm
Join a team that values your professional background and offers the opportunity to make a meaningful impact on clients' financial futures while building your own career growth.
Apply today to learn more about this unique opportunity!
About Guerra Wealth Advisors
Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.
Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.
Top Skills
What We Do
Formerly known as Guerra Financial Group. With over 35 years of serving the community, Guerra Financial Group has committed their practice to creating and customizing financial plans for clients who are focused on growing and securing their wealth. Operating under the core values of transparency, integrity and commitment, your prosperity is their priority.
