Job Description

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors were 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 weve built a boutique firm that blends world-class financial expertise with a deeply personal touch.

We dont 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:
Were 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. Its a front-line role at the center of our most influential client acquisition channel. Youll 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 firms 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 Guerras 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 13 per week). Additional hours may be required before major event weeks or holidays.

Compensation:
$60000$100000 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; theyll 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 whats right over whats easy even when no ones watching.

If youre ready to bring your event expertise to a team thats 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.:
emailprotected

Required Experience:

Senior IC

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