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© All Rights Reserved. ApplyBlast.com
Guerra Wealth Advisors
The Appointment Setter engages firm-provided warm leads to qualify prospective clients and schedule appointments for financial advisors. This role focuses on high-volume outbound calling, relationship building, and appointment conversion within a fast-paced, sales-driven environment. The position serves as the first point of contact for prospective clients, helping families take the first step toward financial confidence.
Guerra Wealth Advisors, established in 1986 and based in Miami, FL, is an independent, fiduciary financial advisory firm specializing in retirement planning for South Florida families. As a registered investment adviser managing over $600M in assets, the firm offers a full spectrum of services including portfolio management, tax planning, estate and legacy planning, and insurance and asset protection planning. Their proprietary GuerraFreedom Plan is a five-step process designed to help clients maximize retirement income, minimize taxes, and protect their financial legacy.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Guerra Wealth Advisors.
8% above the average for this role