Guerra Wealth Advisors
3 days ago Be among the first 25 applicants
Meet Guerra Wealth Advisors
At Guerra Wealth Advisors, we redefine retirement planning and help families achieve financial confidence. With over 30 years of experience serving South Florida and nationwide, we’ve built a boutique firm combining financial expertise with a personal touch.
We don’t just advise — we empower. If you’re ambitious, thrive in a
target-driven sales environment , and want a path to become a financial advisor, this is the place for you.
“Launch your sales career, grow into an advisor.”
Role The
Sales Growth Associate
connects prospective clients with our advisory team, guiding families toward financial success. Warm leads are provided—no cold calling. Your focus will be on
qualifying prospects, building rapport, and scheduling advisor appointments .
This role is ideal for candidates with
1–3 years of sales or business development experience , excellent communication skills, and a desire to transition into a financial advisor role.
Responsibilities
Reach out to prospective clients and schedule appointments for advisors
Understand client needs and qualify leads
Maintain consistent follow-up and engagement
Track interactions and appointments in the CRM system
Represent Guerra professionally at events and workshops
Support team projects and administrative tasks as needed
Continue developing financial and sales expertise
Requirements
1–3 years of sales, client services, or business development experience
Bilingual English/Spanish preferred
Financial industry experience a plus
Relevant certifications/licenses a plus (SIE, 2-15, 2-14)
Strong communication, rapport-building, and goal-oriented mindset
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
Schedule
Full-time, role based in Miami, FL
Standard weekday hours with flexibility for prospect calls and advisor support
Compensation $60,000–$90,000 Annually (Base Salary + Uncapped Commission + Bonuses)
Competitive pay structure with uncapped earning potential based on performance and appointments scheduled.
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 for certifications and licenses (Guerra Growth Lab)
Career advancement within a growing, established firm
Culture of continuous learning and professional growth
Guerra Core Values
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 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.
#J-18808-Ljbffr
Meet Guerra Wealth Advisors
At Guerra Wealth Advisors, we redefine retirement planning and help families achieve financial confidence. With over 30 years of experience serving South Florida and nationwide, we’ve built a boutique firm combining financial expertise with a personal touch.
We don’t just advise — we empower. If you’re ambitious, thrive in a
target-driven sales environment , and want a path to become a financial advisor, this is the place for you.
“Launch your sales career, grow into an advisor.”
Role The
Sales Growth Associate
connects prospective clients with our advisory team, guiding families toward financial success. Warm leads are provided—no cold calling. Your focus will be on
qualifying prospects, building rapport, and scheduling advisor appointments .
This role is ideal for candidates with
1–3 years of sales or business development experience , excellent communication skills, and a desire to transition into a financial advisor role.
Responsibilities
Reach out to prospective clients and schedule appointments for advisors
Understand client needs and qualify leads
Maintain consistent follow-up and engagement
Track interactions and appointments in the CRM system
Represent Guerra professionally at events and workshops
Support team projects and administrative tasks as needed
Continue developing financial and sales expertise
Requirements
1–3 years of sales, client services, or business development experience
Bilingual English/Spanish preferred
Financial industry experience a plus
Relevant certifications/licenses a plus (SIE, 2-15, 2-14)
Strong communication, rapport-building, and goal-oriented mindset
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
Schedule
Full-time, role based in Miami, FL
Standard weekday hours with flexibility for prospect calls and advisor support
Compensation $60,000–$90,000 Annually (Base Salary + Uncapped Commission + Bonuses)
Competitive pay structure with uncapped earning potential based on performance and appointments scheduled.
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 for certifications and licenses (Guerra Growth Lab)
Career advancement within a growing, established firm
Culture of continuous learning and professional growth
Guerra Core Values
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 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.
#J-18808-Ljbffr