About this opportunity
Guerra Financial Group lists this Wealth Management Onboarding Specialist opportunity in miami, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A leading wealth management firm in Miami, FL, is seeking a Wealth Management Associate. The role involves assisting with client onboarding and managing CRM processes to enhance client experience. Candidates should have at least 1 year of experience in finance, possess strong attention to detail, and be bilingual in English and Spanish. This full-time position offers a competitive salary of $45,000–$65,000 annually, along with opportunities for professional growth and various employee benefits.
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Worksite address
miami, FL, 33222, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.