Business Development Specialist

Job Description

Job Description

Meet Guerra Wealth Advisors

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 :

$60,000–$90,000 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

These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values — they’ll 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 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.

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