Guerra Wealth Advisors is a firm dedicated to redefining retirement planning and providing holistic wealth management. The Events Assistant will support the planning and execution of educational seminars and community events, ensuring a high-quality guest experience and smooth operations.
Responsibilities
- Support the Event Coordinator and Marketing Manager in planning and executing events
- Assist with venue setup, event materials, and post-event breakdown
- Welcome guests with professionalism and a service-first attitude during events
- Maintain event documentation, and follow up with vendors
- Participate in post-event debriefs and offer ideas to improve event quality and efficiency
- Support general administrative and project tasks as needed
Skills
- Education in Event Management, Marketing, Communications, Hospitality, or related field OR 1+ year of experience in customer service, events, administrative, or hospitality roles
- Strong organizational skills and sharp attention to detail
- Professional interpersonal communication
- Ability to work evenings and weekends for events
- Ability to lift and transport event materials and remain active during event hours
- Proficiency in Google Workspace; familiarity with CRM systems (Salesforce, HubSpot) a plus
- Eagerness to learn, grow, and contribute in a mission-driven, team-oriented environment
Benefits
- Referral bonuses for business development
- Sponsored industry training and conference attendance
- Access to personal financial planning services
- Bonus compensation for certifications and licenses (Guerra Growth Lab)
- Career advancement within a growing, established firm
- Supportive, team-oriented culture built on continuous learning and accountability
Company Overview
Formerly known as Guerra Financial Group. It was founded in 1986, and is headquartered in Miami, Florida, USA, with a workforce of 11-50 employees. Its website is https://guerrafinancial.com.
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