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Client Success Pro — Wealth Advisory; Hybrid, Miami
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-03-06
Listing for:
Guerra Wealth Advisors
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Miami is seeking a Client Success Specialist to strengthen client relationships and enhance client engagement. This full-time, hybrid position requires experience in the financial industry, particularly in retirement planning or investments. The ideal candidate will be bilingual, possess excellent interpersonal skills, and have a passion for serving clients. The role offers a competitive salary of $45,000–$65,000 plus uncapped commissions and comprehensive benefits.
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