Guerra Wealth Advisors is a boutique firm dedicated to helping families achieve financial clarity and confidence. With decades of experience, our team provides tailored advice, education, and support to every client.
We’re looking for someone who thrives in a sales-driven environment and wants a fast track to becoming a financial advisor.
“Start in business development today, step into advisory 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:
1–3 years of experience in sales, business development, or appointment setting
Bilingual English/Spanish preferred
Financial experience and certifications/licenses a plus
Strong interpersonal, communication, and organizational skills
Motivated, goal-oriented, and eager to grow into an advisor role
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 (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
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.
Skills Required
- 1-3 years of experience in sales, business development, or appointment setting
- Bilingual English/Spanish preferred
- Financial experience and certifications/licenses a plus
- Strong interpersonal, communication, and organizational skills
- Motivated, goal-oriented, and eager to grow into an advisor role
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.
