Teams at Guerra Wealth Advisors

Leads the strategy, narrative, and growth engine for a financial advisor’s personal brand. Oversees content, social media, paid advertising, analytics, publishing workflows, AI automation, and a specialized creative marketing team. Develops multi-channel campaigns, translates financial concepts into engaging content, measures performance, and aligns marketing with business growth. The role also includes team mentorship, cross-functional collaboration, dinner seminars, and periodic client events.

The Advisor Associate owns client onboarding, Fidelity account setup, transfers, rollovers, funding, and ongoing service. The role supports advisors, manages Salesforce cases and opportunities, identifies asset-growth opportunities, handles client communications, maintains accurate compliance records, and coordinates with internal teams. Success requires proactive follow-up, strong organization, accurate documentation, client-service skills, and accountability for cases from setup through funding. The full-time position is based in Miami and includes performance-based compensation.

Engages warm leads, qualifies prospects, schedules appointments for financial advisors, maintains accurate CRM records, and supports client acquisition. The role requires bilingual English and Spanish communication, sales or client-facing experience, consistent follow-up, and strong relationship-building skills. The specialist collaborates with advisory and administrative teams, represents the firm at events, and contributes to business growth. Successful candidates can advance into an advisory role and must obtain Series 65 and Florida Life, Health & Annuities licenses within six months.