This full-time Financial Specialist role at Guerra Wealth Advisors serves as a bridge between prospects and financial advisors within the firm's Miami-based team. The position focuses on qualifying warm leads, gathering financial data, and scheduling high-quality appointments without cold calling. Key responsibilities include maintaining accurate CRM records, representing the firm at outreach events, and collaborating closely with the advisory team to drive business growth. The role is particularly appealing for individuals seeking a clear career path to advance into a financial advisor position within a few years. It offers a supportive culture centered on continuous learning, professional development, and teamwork, with opportunities for sponsored training and industry certifications. The position requires on-site work in Miami during standard business hours.