Guerra Wealth Advisors · 13 hours ago
Business Development Specialist
Miami, FL
Full-time
Onsite
Entry Level
$60K/yr - $90K/yr
1+ years expGuerra Wealth Advisors is a boutique firm dedicated to helping families achieve financial clarity and confidence. They are seeking a Business Development Specialist to engage warm leads, set appointments for financial advisors, and contribute to the firm's growth through relationship-building and qualifying leads.
Financial Services
Responsibilities
Contact prospective clients and schedule advisor meetings
Collect financial information and assess needs
Maintain consistent follow-up to drive conversions
Keep CRM records updated and accurate
Collaborate with advisory and administrative teams
Represent Guerra professionally at events
Assist with team projects and administrative tasks
Continue learning to enhance financial knowledge and sales skills
Qualification
Required
1–3 years of experience in sales, business development, or appointment setting
Strong interpersonal, communication, and organizational skills
Motivated, goal-oriented, and eager to grow into an advisor role
Preferred
Bilingual English/Spanish preferred
Financial experience and certifications/licenses a plus
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
Company
Guerra Wealth Advisors
Formerly known as Guerra Financial Group.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase