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Reposted 4 Days AgoSaved
In-Office
Miami, FL, USA
120K-180K Annually
Mid level
120K-180K Annually
Mid level
Professional Services • Financial Services
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.
Top Skills: ExcelTax Planning Software
Reposted 4 Days AgoSaved
In-Office
Miami, FL, USA
120K-250K Annually
Mid level
120K-250K Annually
Mid level
Professional Services • Financial Services
Conduct financial analysis and develop personalized financial plans while prioritizing client interests. Monitor investments and maintain compliance with regulations.
Top Skills: Crm SoftwareFinancial Analysis SoftwareInvestment Tracking Tools
Reposted 4 Days AgoSaved
In-Office
Miami, FL, USA
50K-65K Annually
Junior
50K-65K Annually
Junior
Professional Services • Financial Services
Assist the New Business Department by managing CRM systems, tracking financial applications, scheduling client meetings, and supporting AUM processes.
Top Skills: Crm SystemsFinancial Tracking Systems
16 Days AgoSaved
In-Office
Miami, FL, USA
45K-65K Annually
Junior
45K-65K Annually
Junior
Professional Services • Financial Services
The Client Success Specialist builds client relationships by collecting testimonials, feedback, and referrals, while driving engagement and maintaining professional communication.
Top Skills: CRM
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