At Guerra Wealth Advisors, we redefine retirement planning and help families achieve financial confidence. With over 30 years of experience serving South Florida and nationwide, we’ve built a boutique firm combining financial expertise with a personal touch.
We don’t just advise — we empower. If you’re ambitious, thrive in a target-driven sales environment, and want a path to become a financial advisor, this is the place for you.
“Launch your sales career, grow into an advisor.”
Role:
The Sales Growth Associate connects prospective clients with our advisory team, guiding families toward financial success. Warm leads are provided—no cold calling. Your focus will be on qualifying prospects, building rapport, and scheduling advisor appointments.
This role is ideal for candidates with 1–3 years of sales or business development experience, excellent communication skills, and a desire to transition into a financial advisor role.
Responsibilities:Reach out to prospective clients and schedule appointments for advisors
Understand client needs and qualify leads
Maintain consistent follow-up and engagement
Track interactions and appointments in the CRM system
Represent Guerra professionally at events and workshops
Support team projects and administrative tasks as needed
Continue developing financial and sales expertise
Requirements:
1–3 years of sales, client services, or business development experience
Bilingual English/Spanish preferred
Financial industry experience a plus
Relevant certifications/licenses a plus (SIE, 2-15, 2-14)
Strong communication, rapport-building, and goal-oriented mindset
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:
$60,000–$90,000 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.
Top Skills
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.
