Financial Specialist ($70,000 - $90,000+)

Job Description

Job Description

Meet Guerra Wealth Advisors

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 here, grow fast, become a financial advisor.”

The Financial Specialist is the bridge between prospects and their future financial freedom. This is an Inside Sales position with warm leads provided, NO cold calling , allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors.

This role is perfect for someone with 1–3 years of sales or client-facing experience , strong closing skills, and the drive to advance into a financial advisor role. You’ll collaborate closely with the advisory team to fill their calendars with high-quality meetings, directly contributing to the firm’s growth while building the skills needed for long-term career progression.

• Call prospects and schedule appointments for financial advisors.

• Qualify leads by gathering financial data and assessing prospect needs.

• Consistently follow up to maintain engagement and maximize conversion.

• Track progress, including calls made, appointments set, and appointments kept.

• Represent Guerra professionally during seminars, workshops, and outreach.

• Keep CRM records up to date with prospect interactions and notes.

• Work proactively to meet business goals and team performance targets.

• Assist with administrative tasks and team projects as needed.

• Pursue ongoing education to enhance financial knowledge and sales skills.

• 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.

• 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 . Must be able to work in-office.

• Standard weekday hours with flexibility for prospect calls and advisor support.

$60,000–$90,000 Annually All-In (Base Salary + Uncapped Commission + Bonuses)
Competitive pay structure with uncapped earning potential based on performance and appointments scheduled.

• 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

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.

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