Business Development Specialist
About The Position
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.
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
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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
