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Client Engagement & Referrals Leader

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Guerra Wealth Advisors
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Miami, FL is seeking a Client Engagement & Referral Manager to deepen client relationships and drive engagement. This full-time, hybrid role focuses on gathering testimonials, ensuring exceptional service delivery, and generating referrals. Ideal candidates should have over 5 years of financial services experience, strong communication skills, and be comfortable facilitating client interactions. The position offers a competitive salary of $45,000–$65,000 plus commissions and extensive benefits.
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