Top Tech Jobs & Startup Jobs

The Financial Specialist will handle warm leads, schedule appointments for financial advisors, qualify prospects, and maintain CRM records while pursuing professional development.

The Tax Planning Advisor at Guerra Wealth Advisors creates personalized tax strategies, advises clients on tax compliance, and implements tax-saving strategies for individuals and businesses.

Conduct financial analysis and develop personalized financial plans while prioritizing client interests. Monitor investments and maintain compliance with regulations.

Assist the New Business Department by managing CRM systems, tracking financial applications, scheduling client meetings, and supporting AUM processes.

The Client Success Specialist builds client relationships by collecting testimonials, feedback, and referrals, while driving engagement and maintaining professional communication.