You will own the end‑to‑end process of planning, executing, and hosting our dinner seminars — managing logistics, vendors, budgets, and onsite operations while ensuring every detail aligns with Guerra Wealth Advisors’ brand and standards of excellence. • Ensure data accuracy and timely updates in CRM and reporting systems. • Reliable vehicle and ability to work weekday evenings during events. Choose what’s right over what’s easy — even when no one’s watching. If you thrive in a high‑performance culture, love creating experiences that inspire trust, and want to play a critical role in a fast‑growing wealth management firm, this is your opportunity.
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