About this role
Meet Guerra Wealth Advisors
At Guerra Wealth Advisors , we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over 40 years of excellence serving clients in South Florida and nationwide, we've built a boutique firm that blends world-class financial expertise with a deeply personal touch.
We don't just advise. We educate, empower, and guide families toward financial confidence. And that experience begins the moment a client pulls into our driveway.
If you take pride in warm hospitality, a calm and alert presence, and keeping people safe and welcome, Guerra Wealth Advisors is calling your name.
Role:
We're opening the doors to our new three-story Miami headquarters and adding a Security Concierge to our front-of-house team. You will be the very first face our clients and guests meet, often before they reach the front door. This is not a traditional security post. It is a hospitality-driven role that combines a safe, secure building with a warm, white-glove arrival experience, from the curb to the lobby.
We have two openings, each Monday through Friday. Choose the schedule that fits you:
- Opening shift: 5:30am to 1:45pm
- Closing shift: 1:30pm to 10pm
This role is ideal for someone with experience in security, hospitality, or client service who is professional, observant, and thrives on making people feel welcome and safe. Occasional flexibility is needed for firm events.
Responsibilities:
Arrival and Experience
- Warmly greet every client, prospect, and visitor at the entrance and/or parking area, using their name whenever possible. Offer refreshments, keeping the lobby and seating area spotless, orderly, and quiet at all times.
- Answer and route the lobby or main line with the standard GWA greeting when assigned.
- If necessary, safely park and retrieve client vehicles, including luxury and electric vehicles, using a consistent ticket and key-control process. (Beginning 2028)
- Provide extra care and assistance to clients who need it, including help with mobility, umbrellas on rainy days, and escorting guests to the entrance.
- Direct guests up the elevators to the First Impressions team and notify them promptly of arrivals.
- Manage parking lot flow, including reserved spaces, and accessible spaces.
Building security and safety
- Open or secure the building at the start or end of your shift, including doors,lighting, and alarm systems.
- Patrol the interior, exterior, and parking areas of the three-story building on a regular schedule, and report anything unusual right away.
- Monitor cameras and access control systems for overnight or unusual activity.
- Verify and log visitors, vendors, and deliveries, and direct them to the right team member.
- Respond calmly to emergencies, including medical situations, fire alarms, severe weather, and evacuations, and notify leadership immediately.
- Receive, log, and sign for all packages, holding sensitive items such as checks and legal mail in a locked drawer.
- Complete daily logs, key logs, and incident reports accurately and on time.
- Unlock entrances on schedule, and turn on lobby and common area lights. Check that elevators, restrooms, stairwells, and doors are working and clean, and confirm the overnight cleaning crew finished.
- Review the day's client meeting schedule, expected vendors, and deliveries, and learn the names of expected clients.
- Give or Receive a written handoff during the closing/opening shift oa written handoff overlap: open issues, expected visitors, pending deliveries, and incidents.
- Once the team leaves, walk all 3 floors to confirm the building is empty and offices, file cabinets, and shred bins are locked.
- Secure all doors, stairwells, and do a final walk of the parking lot and wall line, log any vehicles staying overnight, and confirm exterior lights are on.
Firm events and teamwork
- Support traffic flow, parking, and guest arrival for firm events, such as client appreciation events, Black & Gold events, and Financial Forums, including seminars in our 100-person seminar room.
- Report building concerns (burned-out lights, spills, damaged signage, parking lot hazards) to the Building Manager or Administration team.
- Coordinate closely with the First Impressions team, Administration, and advisors so every arrival and departure feels seamless.
Requirements:
- 1+ years of experience in security, valet, or hospitality.
- Bilingual in English and Spanish (verbal) is REQUIRED.
- Valid Florida driver's license is REQUIRED with a clean driving record, and comfort driving a wide variety of vehicles, including luxury and electric vehicles.
- Ability to pass a background check and motor vehicle record check.
- Florida security license (Class D) is required for the position. Willingness to obtain Class G License as well.
- Current CPR, first aid, and AED certification, or willingness to obtain.
- Warm, polished, and professional presence with excellent interpersonal skills.
- Ability to stand and walk for long periods, work outdoors in South Florida heat and weather, and assist guests as needed.
- Reliable, punctual, and able to work your chosen weekday schedule in-office.
- Team-player mindset with a service-first attitude.
What We Are Expecting:
- A warm, consistent, memorable arrival experience for every client and visitor.
- A safe, secure, and well-monitored building, inside and out.
- Vehicles handled with care, with zero lost keys and zero mix-ups.
- Prompt, clear communication with the First Impressions team and advisors.
- Accurate logs, reports, and documentation.
- Strong collaboration across teams.
Compensation:
$20/hr to $27/hr ($42,000 to $65,000 per year)
Benefits:
- 401(k) with company match
- Health insurance, vision, and dental options
- 20+ combined PTO days (vacation, sick, floating holidays, paid holidays)
- Access to personal financial planning services for you and your family
- Bonus compensation for certifications and licenses (Guerra Growth Lab)
Guerra Core Values
These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values; they'll live them daily.
- Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
- Your Words Matter: Speak with clarity and intent. Every word builds trust, or breaks it.
- All for One, One for All: We win together. No egos, no silos, just teamwork and shared accountability.
- Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
- Do the Right Thing: Integrity first, always. Choose what's right over what's easy, even when no one's watching.
If you're ready to bring your warmth, awareness, and attention to detail to a team that believes the client experience begins before they even reach the front door, this is your opportunity. Apply today and help us shape the future of client experience at Guerra Wealth Advisors.
Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393-8759
[email protected]