Sales Growth Associate ($70,000 - $90,000)

Guerra Wealth Advisors

7d•Onsite

About The Position

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

Bilingual English/Spanish
Financial industry experience
Relevant certifications/licenses (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