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 in sales department today, step into advisory role tomorrow.”
Role:
The Inside Sales Specialist engages warm leads and sets appointments for our financial advisors. You’ll focus on relationship-building, qualifying leads, and contributing directly to the firm’s growth.
This is perfect for professionals with 1–3 years of sales or client-facing experience who are ambitious, goal-oriented, and looking to advance into an advisory role.
Responsibilities:Contact prospective clients and schedule advisor meetings
Collect financial information and assess needs
Maintain consistent follow-up to drive conversions
Keep CRM records updated and accurate
Collaborate with advisory and administrative teams
Represent Guerra professionally at events
Assist with team projects and administrative tasks
Continue learning to enhance financial knowledge and sales skills
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.
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.
Full-time, role based in Miami, FL.
Standard weekday hours with flexibility for prospect calls and advisor support.
Compensation:
$80,000–$100,000+ Annually All-in (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 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
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.
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]
Skills Required
- 1+ years of experience in a sales or closing role (appointment setting and/or phone sales preferred).
- Bilingual in English and Spanish (verbal and written).
- Ability to collect financial information, qualify leads, and schedule high-quality advisor appointments.
- Excellent interpersonal skills, self-motivated, goal-oriented, team-player mindset, and professional service attitude.
- Tech-savvy with ability to quickly learn new systems and maintain accurate CRM records.
- Willingness to obtain Series 65 license within first six months of employment (company sponsorship/support provided).
- Willingness to obtain Florida Life, Health & Annuities (2-14) license within first six months of employment (company sponsorship/support provided).
- Relevant certifications/licenses (SIE, 2-15, 2-14)
- Financial industry experience
- Full-time, based in Miami, FL (standard weekday hours with flexibility for prospect calls).
What We Do
Formerly known as Guerra Financial Group. With over 35 years of serving the community, Guerra Financial Group has committed their practice to creating and customizing financial plans for clients who are focused on growing and securing their wealth. Operating under the core values of transparency, integrity and commitment, your prosperity is their priority.
