Job Description

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors , we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over 40 years of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that blends world-class financial expertise with a deeply personal touch.

We don’t just advise. We educate, empower, and guide families toward financial confidence. Our events are one of our most powerful channels for impact: from exclusive dinner seminars to educational workshops, each experience connects us with individuals who are ready to take control of their financial future.

Our events program is growing, and so is our team. If you love creating experiences that build trust, thrive in a goal-driven environment, and want to be part of a fast-growing firm, Guerra Wealth Advisors is calling your name.

“Start here, grow fast, make every event count.”

Role:
We’re expanding our Events team of two and adding an Events Coordinator to support the event growth planned for 2027. This is not simply an event planning job. It’s a front-line role at the center of our most influential client acquisition channel. You’ll help plan, execute, and host dinner seminars that educate, inspire, and turn interest into lasting relationships, working alongside an established team and in close partnership with Marketing and the Advisory team.

This role is ideal for someone with 3+ years of event coordination, marketing events, or client engagement experience who is confident on their feet, detail-obsessed, and excited to grow with a team in expansion mode.

Responsibilities:

• Plan, coordinate, and execute prospect and client-facing dinner seminars (weekdays, evenings), ensuring seamless operations and an exceptional guest experience.
• Work with the Lead Generation and Ads specialists to maximize attendee attendance.
• Develop and manage event budgets, contracts, and vendor relationships with precision and accountability.
• Oversee the onsite event team, including set-up, check-in, task delegation, and breakdown.
• Attend and host all assigned events (requires reliable transportation).
• Serve as the face of Guerra Wealth Advisors at events, delivering engaging openings and closings while the Advisory team delivers the main presentation.
• Communicate confidently with prospects before events to ensure attendance, follow-up, and engagement.
• Build rapport with guests by answering questions, addressing concerns, and sharing the firm’s value proposition.
• Partner with the Marketing Director to maximize attendance and event ROI through timely follow-up calls, scheduling, and CRM management.
• Track weekly and monthly performance metrics, including registrations, attendance, conversions, and feedback.
• Ensure data accuracy and timely updates in CRM and reporting systems.
• Collaborate with the Marketing Director and President to align event strategy with broader marketing goals.
• Oversee content creation for event materials (brochures, presentations, collateral) that reinforce the Guerra brand.
• Identify opportunities to improve messaging, engagement, and conversion rates through data and attendee insights.
• Manage event funds efficiently while maintaining accurate accounting records.
• Evaluate vendor performance and negotiate contracts to ensure quality and cost efficiency.

Requirements:

• 3+ years of experience in event coordination, marketing events, or client engagement roles.
• Proven ability to plan and execute successful events from start to finish.
• Bilingual in English and Spanish required (verbal and written).
• Strong organizational skills and attention to detail under pressure.
• Confident public speaking and presentation ability.
• Proficiency in Google Workspace and CRM systems; ability to learn new tools quickly.
• Reliable vehicle and ability to work weekday evenings during events.
• Financial industry experience is a plus, not required.
• Team-player mindset with high integrity, a strong work ethic, and a commitment to excellence in every detail.

What We Are Expecting:

• Seamless, high-impact events that consistently meet attendance (25+ households per seminar) and conversion goals (70% appointment setting).
• An elevated prospect and client experience aligned with Guerra’s brand and values.
• Efficient, repeatable systems for event execution and reporting.
• Strong collaboration between the Events, Marketing, and Leadership teams.
• Measurable contribution to firm growth through increased qualified opportunities and new business generation.

Schedule:
Full-time, hybrid role based in Miami, FL (home and office). Weekday schedule with evening events as assigned (typically 1–3 per week). Additional hours may be required before major event weeks or holidays.

Compensation:
$60,000–$100,000 annually (base salary + commissions + performance bonuses). Compensation includes opportunity for significant earnings based on event results and new business growth.

Benefits:

• Base salary plus uncapped commission and performance incentives
• 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 for you and your family
• Bonus compensation for industry certifications and licenses (Guerra Growth Lab)
• Career advancement within a growing, established firm
• Culture of continuous learning and professional growth plan

Guerra Core Values
These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values; they’ll live them daily.

• Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
• Your Words Matter: Speak with clarity and intent. Every word builds trust, or breaks it.
• All for One, One for All: We win together. No egos, no silos, just teamwork and shared accountability.
• Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
• Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy, even when no one’s watching.

If you’re ready to bring your event expertise to a team that’s growing into 2027, this is your opportunity. Apply today and help us shape the future of client experience at Guerra Wealth Advisors.

Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393-8759
melissa.mills@guerrawealth.com

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