Business Development Specialist ($80,000 - $100,000)
Guerra Wealth Advisors, Miami, Florida, us, 33222
Guerra Wealth Advisors is a boutique firm dedicated to helping families achieve financial clarity and confidence. With decades of experience, our team provides tailored advice, education, and support to every client.
We’re looking for someone who thrives in a
sales-driven environment
and wants a fast track to becoming a financial advisor.
“Start in business development today, step into advisory tomorrow.”
Role: The
Business Development Specialist
engages warm leads and sets appointments for our financial advisors. You’ll focus on
relationship‑building, qualifying leads, and contributing directly to the firm’s growth . This is perfect for professionals with
1–3 years of sales or client‑facing experience
who are ambitious, goal‑oriented, and looking to advance into an advisory role.
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
Requirements:
1–3 years of experience in sales, business development, or appointment setting
Bilingual English/Spanish preferred
Financial experience and certifications/licenses a plus
Strong interpersonal, communication, and organizational skills
Motivated, goal‑oriented, and eager to grow into an advisor role
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: $80,000–$100,000 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
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.
#J-18808-Ljbffr
We’re looking for someone who thrives in a
sales-driven environment
and wants a fast track to becoming a financial advisor.
“Start in business development today, step into advisory tomorrow.”
Role: The
Business Development Specialist
engages warm leads and sets appointments for our financial advisors. You’ll focus on
relationship‑building, qualifying leads, and contributing directly to the firm’s growth . This is perfect for professionals with
1–3 years of sales or client‑facing experience
who are ambitious, goal‑oriented, and looking to advance into an advisory role.
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
Requirements:
1–3 years of experience in sales, business development, or appointment setting
Bilingual English/Spanish preferred
Financial experience and certifications/licenses a plus
Strong interpersonal, communication, and organizational skills
Motivated, goal‑oriented, and eager to grow into an advisor role
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: $80,000–$100,000 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
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.
#J-18808-Ljbffr