Sales Growth Associate
About The Position
At Guerra Wealth Advisors, we redefine retirement planning and help families achieve financial confidence. With over 30 years of experience serving South Florida and nationwide, we’ve built a boutique firm combining financial expertise with a personal touch. We don’t just advise — we empower. If you’re ambitious, thrive in a target-driven sales environment, and want a path to become a financial advisor, this is the place for you. “Launch your sales career, grow into an advisor.” The Sales Growth Associate connects prospective clients with our advisory team, guiding families toward financial success. Warm leads are provided—no cold calling. Your focus will be on qualifying prospects, building rapport, and scheduling advisor appointments. This role is ideal for candidates with 1–3 years of sales or business development experience, excellent communication skills, and a desire to transition into a financial advisor role.
Requirements
- 1–3 years of sales, client services, or business development experience
- Bilingual English/Spanish preferred
- Financial industry experience a plus
- Relevant certifications/licenses a plus (SIE, 2-15, 2-14)
- Strong communication, rapport-building, and goal-oriented mindset
Nice To Haves
- Financial industry experience a plus
- Relevant certifications/licenses a plus (SIE, 2-15, 2-14)
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
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
