consistent communication What We're Looking For Background in remote client-facing roles, consulting, or guided...We're growing and looking to add a few reliable, people-focused professionals to our remote conversation team...
people’s lives, Guerra Wealth Advisors is where you need to be. Role: The Client Success Specialist at Guerra Wealth... as needed to support the firm’s client engagement strategy. Requirements: 1+ years of experience in a client-facing role. Experience...
client engagement and referral activity. Strong collaboration with advisory, marketing, and leadership teams. Schedule... people’s lives, Guerra Wealth Advisors is where you need to be. Role: The Quality Control Specialist at Guerra Wealth...