Bilingual Sales Associate to Financial Advisor

Guerra Wealth Advisors; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Base salary + uncapped commission

401(k) with company match

Health insurance

Vision and dental options

PTO and holidays

Training and licenses sponsorship

Series 65 license support

Job summary

Guerra Wealth Advisors in Miami, FL seeks a Sales Associate to connect prospective clients with our advisory team. You will qualify leads, build rapport, and schedule advisor appointments with warm leads provided.

Ideal for candidates with 1–3 years in sales or business development and strong communication skills, aiming to transition into a financial advisor role. Base salary with uncapped commission, bonuses, and comprehensive benefits support a growth-focused career in wealth management.

Qualifications

• 1+ years of experience in a sales or closing role (appointment setting and/or phone sales preferred)
• Bilingual in English and Spanish required (verbal and written)
• Financial industry experience is a plus, not required
• Relevant certifications/licenses (SIE, 2-15, 2-14) are a plus
• Excellent interpersonal skills with the ability to build rapport and trust
• Self-motivated, goal-oriented, and eager to grow professionally
• Tech-savvy with the ability to quickly learn new systems and processes
• Team-player mindset with a professional, service-focused attitude

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

Skills

Sales experience

Bilingual English/Spanish

Education

SIE license; Series 2-15; Series 2-14

Job description

Guerra Wealth Advisors in Miami, FL seeks a Sales Associate to connect prospective clients with our advisory team. You will qualify leads, build rapport, and schedule advisor appointments with warm leads provided.

Ideal for candidates with 1–3 years in sales or business development and strong communication skills, aiming to transition into a financial advisor role. Base salary with uncapped commission, bonuses, and comprehensive benefits support a growth-focused career in wealth management.