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

About the role

Guerra Wealth Advisors is a boutique firm dedicated to holistic wealth management, providing personalized services to clients in South Florida and nationwide. We are seeking a Financial Specialist to join our Inside Sales team, focusing on appointment setting and relationship building.

Responsibilities

• Call prospects and schedule appointments for financial advisors
• Qualify leads by gathering financial data and assessing prospect needs
• 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
• Pursue ongoing education to enhance financial knowledge and sales skills
• Aid in administrative tasks and team projects as needed

Requirements

• 1-3 years of sales or client-facing experience
• Bilingual in English and Spanish (verbal and written)
• 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

Schedule

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.

Compensation

• $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.

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

Guerra Core Values

• 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.