Job Description

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we’re a fast-growing wealth management firm redefining how families experience retirement planning. Operated by two entrepreneurial brothers, led with precision, integrity, and excellence — both in business and in life. The President and CEO can only operate at full speed with a trusted partner managing the details. That’s where you come in.

Role:

The Executive & Personal Assistant is the right hand to the Guerra family — a trusted partner who ensures business and personal operations run flawlessly.

This is not a basic admin role. It’s a high-impact, high-trust position supporting two executives who lead one of the top retirement planning firms in South Florida. You’ll manage complex calendars, projects, and logistics across both professional and personal domains, ensuring every detail is handled before it’s even requested.

Your mission: create order, anticipate needs, and free up executive bandwidth so the Guerra brothers can focus on driving growth.

If you’re highly organized, great with technology, resourceful, calm under pressure, and thrive in an environment where excellence is the standard — this role is for you.

Responsibilities:

• Manage complex calendars, meetings, and communication for the CEO and President.
• Serve as the central point of contact between executives, teams, and external partners.
• Anticipate needs, prepare executives for meetings, and ensure follow-through on all commitments.
• Maintain absolute confidentiality with all business and personal information.
• Oversee daily household and estate operations with precision, discretion, and initiative.
• Coordinate personal and family logistics — appointments, errands, travel, events, and household needs.
• Build and maintain trusted relationships with vendors, contractors, and service providers.
• Ensure all personal and professional environments are running efficiently and proactively.
• Track personal expenses, manage vendor payments, and coordinate financial documentation as needed.
• Support ongoing projects, purchases, and administrative tasks with accuracy and timeliness.

• Handle both quick-turn assignments and long-term initiatives with equal focus.
• Arrange detailed travel itineraries — flights, hotels, transfers, and agendas — for business and family trips.
• Plan and oversee personal and professional events, ensuring flawless execution.
• Maintain travel readiness for both executives and family members at all times.
• Adapt quickly to shifting priorities while maintaining composure and clarity.
• Identify inefficiencies and create better systems, tools, and workflows to improve daily operations.
• Represent the Guerra family with professionalism and discretion in every interaction.

Requirements:

• 3+ years of experience supporting C-suite executives, business owners, or family offices.
• Proven ability to manage CRMs, complex calendars, logistics, and multiple priorities at once.
• Exceptional written and verbal communication skills.
• High emotional intelligence and discretion — trusted with sensitive information (NDA Required)
• Strong usage of technology and self-efficient with little direction to complete tasks
• Text-Based Communication
• Strong financial and administrative acumen. 
• Proficiency in Google Workspace, Salesforce, Yahoo Mail, Office@Hand, and ChatGPT.
• Skilled at coordinating vendors, researching solutions, and managing online platforms.
• Resourceful self-starter who anticipates needs and executes independently.
• Calm, organized, and dependable — especially when things move fast.

What we expect:

• Executives operate at peak efficiency with all administrative, personal, and logistical details handled seamlessly.
• Household and business systems run smoothly with minimal oversight.
• Travel, events, and projects are executed on time and on budget.
• The Guerra family experiences complete confidence that everything is under control.

Schedule:

• Full-time, hybrid and on-site role based in Miami, FL
• Flexibility required for occasional evenings, weekends, or travel as needed.

Compensation:

$60,000–$75,000 total compensation potential
Includes base salary plus opportunity for annual performance bonuses.

Benefits:

• Competitive pay with annual bonus potential
• Paid personal days, national holidays, and birthday PTO
• 401(k) with company contributions
• Access to internal events and team experiences
• Laptop, printer, and professional tools provided
• Treated as a valued member of the internal leadership support team
  
   

What We Value:

At Guerra Wealth Advisors, we operate by five core values that guide everything we do:

• Always Be Learning — Growth is constant. Stay curious and improve relentlessly. 
• Your Words Matter — Speak with clarity, honesty, and intent. 
• All for One, One for All — No egos, no silos — just teamwork and shared accountability.
• Take Ownership — Own the outcome. Follow through and get it done.
• Do the Right Thing — Integrity first, always.

If you take pride in excellence, thrive in high-trust environments, and love supporting leaders who move fast and think big — this is your opportunity.

Apply today and become an indispensable part of the Guerra Family team.

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