Get to know our team and work culture
Dynamic Opportunities
Are you inspired to help others and make a difference in families' lives? Learn more about our special hiring process.
Social Media Manager
- Managing All Social Media Pages (Facebook, Instagram, Youtube, TikTok, Linkedin, Twitter)
- Writing Financial Related Content
- Analytical Content Strategy
- Posting Content on all Platforms
Quality Control Specialist
- Perform Quality Control Surveys
- Receive Client Experience Testimonials
- Attend/Host Educational Events
- Gather Lunch & Learns and Retirement Party Opportunities
Client Service Advisor
- Series 65 and 2-15 License (sponsored by GFG)
- Meet with existing Clients for Investment Portfolio & Retirement Account Reviews
- Client Service Appointments
Client Service Associate
- 2-15 Licensed (sponsored by GFG)
- Follow Up with Clients for potential New Business opportunities
- Meeting with clients to fulfill service requests
- Use financial planning software
Client Service Assistant
- Assist Financial Advisors with client service requests
- Receive and resolve incoming service requests from clients
- Prepare Advisors for Financial Review and Client Service Appointments
New Relations Associate
- 2-15 Licensed (sponsored by GFG)
- Follow up on potential clients to determine their Qualifications
- Meet with potential clients for initial client interview process
- Coordinate potential clients 1st Advisory Appointment from event, referrals, etc.
Internship Program
Assists each department on clerical and client facing tasks such as processing financial documents, preparing client scenarios, attending and speaking at seminars presentations, and helping clients open new accounts.
Looking for a challenge?
Don't see a job description that fits you? Have other ideas on how you can contribute? Fill out the form below with your details and ideas!
INTERESTED IN JOINING OUR TEAM?
Fill out the form below and email us your resumé directly at appointments@guerrafinancial.com.
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