Teams at Guerra Wealth Advisors

The Financial Specialist (Phone Sales) will schedule appointments for financial advisors using warm leads, qualify prospects, and contribute to the firm's growth through effective communication and sales techniques.

The Sales Growth Associate will connect prospective clients with advisors, qualifying leads, scheduling appointments, and maintaining client engagement, with a focus on professional growth and sales expertise.

The Wealth Management Specialist supports advisory teams by managing client service activities, updating financial data, and assisting with documentation and communication for excellent client experiences.