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 three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines 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, client-focused environment and want to make a meaningful impact, Guerra Wealth Advisors is calling your name.

Role:

The Business Development Representative serves as the vital connection point between prospective clients and their path to financial security. You'll receive pre-qualified warm leads—meaning NO cold calling required—allowing you to concentrate on nurturing relationships, evaluating prospect fit, and coordinating consultation appointments with our wealth advisory team.

This position is ideal for professionals with demonstrated success in sales conversions, a track record of exceeding targets, and genuine enthusiasm for guiding individuals toward financial wellness. You'll partner directly with our advisors to ensure their schedules are optimized with qualified prospect meetings, playing a key role in our firm's continued expansion.

Responsibilities:

• Connect with prospective clients to coordinate consultation appointments with our financial advisory team
• Evaluate and qualify potential clients through strategic discovery conversations and financial data collection
• Maintain persistent follow-up protocols to sustain prospect engagement and optimize appointment conversion rates
• Monitor and report key performance indicators including outreach volume, scheduled consultations, and confirmed attendance
• Serve as a professional ambassador for Guerra during client seminars, educational workshops, and community engagement events
• Maintain accurate and comprehensive prospect documentation within our CRM platform
• Drive results by proactively working toward individual and team performance objectives
• Support team operations through administrative contributions and collaborative project participation
• Commit to continuous professional development in financial services knowledge and sales methodology

Requirements:

• Minimum 2 years demonstrated success in sales, business development, or appointment generation roles
• Bilingual fluency in English and Spanish strongly preferred (both verbal and written communication)
• Background in financial services industry is advantageous
• Industry certifications/licenses (SIE, 2-15, 2-14) considered a valuable asset
• Exceptional relationship-building abilities with natural talent for establishing credibility and rapport
• Driven self-starter with results-oriented mindset and commitment to professional advancement
• Strong technical aptitude with capacity to master new platforms and tools efficiently
• Collaborative team contributor with polished, client-centric professional demeanor

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.

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

Compensation:

$90,000–$125,000 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.