Teams at Guerra Wealth Advisors

Coordinates and hosts prospect and client-facing dinner seminars, managing budgets, vendors, logistics, onsite teams, guest engagement, follow-up, CRM updates, and performance reporting. Partners with Marketing and Advisory teams to increase attendance, appointments, and event-driven business growth. Creates event collateral, evaluates vendor performance, and improves messaging and conversion rates. The role is hybrid in Miami and requires weekday evening events, reliable transportation, public speaking, and English-Spanish bilingual fluency.

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.

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.