Meet Guerra Wealth AdvisorsEvents Assistant (Part-Time)

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