Financial Specialist (Phone Sales)

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 Financial Specialist (Phone Sales) is the bridge between prospects and their future financial freedom.
• With warm leads provided, NO cold calling is required , allowing you to focus on building relationships, qualifying prospects, and scheduling appointments for our financial advisors.
• This role is perfect for someone with strong closing skills , a proven sales record, and a passion for helping people achieve financial success.
• You’ll work closely with the advisory team to fill their calendars with high-quality meetings, contributing directly to the firm’s growth.

Responsibilities :

Requirements :

What We Are Expecting :

Schedule :

Compensation :

Benefits :

Always Be Learning :

Your Words Matter :

All for One, One for All :

Take Ownership and Accountability :

Do the Right Thing :

Apply today and help us drive growth and success at Guerra Wealth Advisors.