Guerra Wealth Advisors · 1 day ago
Meet Guerra Wealth AdvisorsSales Growth Associate
Miami, FL
Full-time
Onsite
Entry, Mid Level
$60K/yr - $90K/yr
1+ years expGuerra Wealth Advisors is a boutique firm specializing in retirement planning and financial confidence. The Sales Growth Associate connects prospective clients with advisors, focusing on qualifying leads and scheduling appointments, while also developing sales expertise.
Financial Services
Responsibilities
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
Qualification
Required
1–3 years of sales, client services, or business development experience
Strong communication, rapport-building, and goal-oriented mindset
Preferred
Bilingual English/Spanish preferred
Financial industry experience a plus
Relevant certifications/licenses a plus (SIE, 2-15, 2-14)
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