Sales Associate (70,000 90,000+)

At Guerra Wealth Advisors were 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 weve built a boutique firm that blends world-class financial expertise with a deeply personal touch.

We dont 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 thats 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.

Launch your sales career grow into an advisor.

The Sales Associate connects prospective clients with our advisory team guiding families toward financial success. Warm leads are providedno cold calling. Your focus will be on qualifying prospects building rapport and scheduling advisor appointments.

This role is ideal for candidates with 13 years of sales or business development experience excellent communication skills and a desire to transition into a financial advisor role.

• 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

• 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) 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-timerole based in Miami FL.

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

$60000$90000 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 theyll 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 whats right over whats easy even when no ones watching.

If youre 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.

Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
emailprotected