Wealth Management Specialist Internship

Guerra Wealth Advisors

  • Miami, FL
  • $15.00 per hour
  • Training
  • Full-time
  • 14 days ago
  • Apply easily
Internship Opportunity: Wealth Management Specialist InternPaid 3–6 Month Internship | Starting at $15/hr + Bonuses
Location: Onsite | Tuesday and Thursday Schedule with flexibility for additional days if available
Availability: 15–25 hours/weekAre you an organized and detail-driven student looking to break into the financial services industry?About the Role:As a Wealth Management Specialist, you will contribute directly to the preparation and successful execution of all client servicing activities, both pre- and post-meeting. This includes updating financial data, processing requests, and supporting advisors with all documentation and communication needed to deliver exceptional client experiences. Your success in this role ensures seamless advisor meetings, strong client relationships, and supports the firm’s growth through accuracy, professionalism, and trust.Meeting Preparation & Financial Data Management
  • Update financial planning software (Retirement Analyzer) for all advisor meetings
  • Prepare client review summaries and retirement analysis documentation
  • Input advisor notes and update CRM records accurately
  • Manage and attach financial statements, contracts, and reports to client files
Client Service & Operations Support
  • Receive incoming client service calls and emails in a professional and friendly manner
  • Complete service change requests, account updates, and custodial login setup
  • Review and process applications, trades, allocation changes, withdrawals, and transfers
  • Coordinate and follow up on client transfers to ensure completion
  • Assist with client update reports and outgoing mailings
  • Support client scheduling and collaborate with WMAs, WMPs, and Advisors
  • Assist with internal team projects and additional responsibilities as assigned
Communication & Compliance
  • Maintain clear, professional communication with clients and internal team members
  • Stay informed on industry regulations, compliance changes, and relevant tax law updates
  • Always act in the best interest of the client and adhere to company standards
What You’ll Gain:Real-world experience in financial operations, client services, wealth management and account administration.Exposure to CRM systems, workflow tracking, and Wealth Management processes.Mentorship from experienced operations professionals and insight into the financial planning lifecycle.Ongoing training and certification sponsorship opportunities.Performance-based bonuses and future consideration for part-time or full-time roles.The chance to contribute to a mission-driven team that prioritizes personal development, ownership, and integrity.Ideal Candidate:We’re looking for students who are:Currently pursuing a degree in Finance, Business Administration, or a related field (Junior/Senior preferred).Interested in financial planning, operations, or client services.Exceptionally detail-oriented with strong organizational and time management skills.Eager to learn new tools, processes, and systems.Comfortable working both independently and within a team setting.Bilingual in English and Spanish (highly preferred).Requirements:Currently enrolled in an undergraduate program (Finance, Business, Economics, or related).Proficiency with Microsoft Office; CRM experience is a plus.Excellent verbal and written communication skills.Interest in long-term growth within financial services.Bilingual in English and Spanish is a MUST.Availability of 15–25 hours/week for the internship durationYou don't want to miss this opportunity to grow within the financial industry!About Guerra Wealth AdvisorsGuerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.Powered by JazzHR

Guerra Wealth Advisors