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Financial Sales Financial Services

Wealth Client Engagement & Referrals Lead

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Guerra Wealth Advisors
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Miami is seeking a Client Engagement & Referral Manager to deepen client relationships and drive engagement. This full-time hybrid role focuses on gathering testimonials and generating qualified referrals. The ideal candidate has over 5 years of financial services experience and strong communication skills. Compensation includes a base salary of $60,000–$70,000, uncapped commissions, and comprehensive benefits.
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