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. Our team creates opportunities for clients to take control of their financial futures, and that’s where you come in.
If you thrive in a sales-driven, goal-driven, client-focused environment, and want a clear path to grow into an Advisor within the next couple of years, and want to make a meaningful impact, Guerra Wealth Advisors is calling your name.
“Start here, grow fast, become a financial advisor.”
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Role:
The Financial Specialist is the bridge between prospects and their future financial freedom. This is an Inside Sales position with warm leads provided, NO cold calling , allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors.
This role is perfect for someone with 1–3 years of sales or client-facing experience , strong closing skills, and the drive to advance into a financial advisor role. You’ll collaborate closely with the advisory team to fill their calendars with high-quality meetings, directly contributing to the firm’s growth while building the skills needed for long-term career progression.
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Responsibilities:
- Call prospects and schedule appointments for financial advisors.
- Qualify leads by gathering financial data and assessing prospect needs.
- Consistently follow up to maintain engagement and maximize conversion.
- Track progress, including calls made, appointments set, and appointments kept.
- Represent Guerra professionally during seminars, workshops, and outreach.
- Keep CRM records up to date with prospect interactions and notes.
- Work proactively to meet business goals and team performance targets.
- Assist with administrative tasks and team projects as needed.
- Pursue ongoing education to enhance financial knowledge and sales skills.
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Requirements:
- 1+ years of experience in a sales or closing role (appointment setting and/or phone sales preferred).
- Bilingual in English and Spanish required (verbal and written).
- Financial industry experience is a plus, not required.
- Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus.
- Excellent interpersonal skills with the ability to build rapport and trust.
- Self-motivated, goal-oriented, and eager to grow professionally.
- Tech-savvy with the ability to quickly learn new systems and processes.
- Team-player mindset with a professional, service-focused attitude.
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What We Are Expecting:
- High-quality appointments scheduled for financial advisors.
- Accurate and timely CRM updates and prospect tracking.
- Measurable contribution to business growth through sales performance.
- Strong collaboration with advisory and administrative teams.
- Professional, client-focused communication at all times.
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Schedule:
- Full-time, role based in Miami, FL . Must be able to work in-office.
- Standard weekday hours with flexibility for prospect calls and advisor support.
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Compensation:
$60,000–$90,000 Annually All-In (Base Salary + Uncapped Commission + Bonuses)
Competitive pay structure with uncapped earning potential based on performance and appointments scheduled.
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Benefits:
- Base salary plus uncapped commission and performance incentives
- Referral and business development bonuses
- 401(k) with company match
- Health insurance, Vision and Dental options
- 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)
- Sponsored industry training and conference attendance
- Access to personal financial planning services
- Bonus compensation plus Learning & Development PTO for certifications and licenses (Guerra Growth Lab)
- Sponsorship and support to obtain your Series 65 license (required within the first 6 months of employment)
- Sponsorship and support to obtain your Florida Life, Health & Annuities (2-14) license (required within the first 6 months of employment)
- Career advancement within a growing, established firm
- Culture of continuous learning and professional growth plan
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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.
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If you’re ready to leverage your sales expertise to help clients take control of their financial futures — and earn uncapped income while doing it — this is your opportunity.
Apply today and help us drive growth and success at Guerra Wealth Advisors.
Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
[email protected]