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

About the role

Guerra Wealth Advisors is a boutique firm dedicated to holistic wealth management, serving clients in South Florida and nationwide for over 40 years. This role bridges prospects and financial advisors, 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.
• 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.
• Pursue ongoing education 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).
• 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

This role is expected to schedule high-quality appointments for financial advisors, contribute to business growth through sales performance, and collaborate effectively with advisory and administrative teams.

Schedule

Full-time, role based in Miami, FL. Standard weekday hours with flexibility for prospect calls and advisor support.

Compensation

$60,000–$90,000 Annually All-In (Base Salary + Uncapped Commission + Bonuses)

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.