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.
Digital Marketing Assistant
- Managing Social Media Channels on Facebook, Instagram, Youtube, TikTok, Linkedin and Twitter
- Writing Financial Related Content
- Analytical Content Strategy
- Creating content (writing and designing)
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.
INTERESTED IN JOINING OUR TEAM?
Book your interview below and email us your resumé directly at julie@guerrafinancial.com.
Looking for a challenge?
Don't see a job description that fits you? Have other ideas on how you can contribute? Book a meeting above to discuss your ideas!
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