Job Description

Job Description

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 three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines 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 growth is driven by a simple principle: deliver incredible value first. Every seminar, every meeting, every client interaction reflects our commitment to trust, integrity, and results. If that resonates, you’ll feel right at home here.

Role:

The Events Coordinator at Guerra Wealth Advisors is the strategic operator behind our most influential client acquisition channel. This is not simply an event planning job. It’s a front-line role responsible for orchestrating exceptional in-person experiences that educate, inspire, and convert interest into lasting relationships.

You will own the end-to-end process of planning, executing, and hosting our dinner seminars — managing logistics, vendors, budgets, and onsite operations while ensuring every detail aligns with Guerra Wealth Advisors’ brand and standards of excellence. Your mission is to drive attendance, quality leads, and qualified opportunities through world-class events that build trust and spark connection.

Responsibilities:

• Plan, coordinate, and execute all prospect and client-facing dinner seminars (weekdays, evenings), ensuring seamless operations and an exceptional guest experience.
• Working 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 (2+) — including set-up, check-in, task delegation, and breakdown — ensuring flawless execution and attention to detail.
• Attend and host all assigned events (requires reliable transportation).
• Serve as the face of Guerra Wealth Advisors during events — delivering engaging openings and closings that reflect our mission and professionalism all while the Advisory team delivers the main presentation. 
• Confidently communicate with prospects before events to ensure attendance, follow-up, and engagement.
• Maintain strong 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 Wealth Advisors brand.
• Identify opportunities to improve messaging, engagement, and conversion rates through data and attendee insights.
• Manage event funds efficiently while maintaining accurate accounting records for all activities.
• 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.
• Excellent verbal and written communication skills (English and Spanish required).
• 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 preferred but not required.
• High integrity, strong work ethic, and 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% Appt Setting).
• Elevated prospect and client experience aligned with Guerra Wealth Advisors’ 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 (from 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:

• $80,000–$110,000 Annually (Base salary + commissions + performance bonuses) 
• Compensation structure includes opportunity for significant earnings based on event results and new business growth
• Relocation Assistance: Great talent comes from all over, so we're here to help you make the move. For this we offer financial relocation support. 

Benefits:

• Base salary plus uncapped commission and performance incentives
• 401(k) with company match
• Health insurance, Vision and Dental options 
• 20+ PTO days combined (including vacation, sick, holidays, birthday PTO)
• Sponsored industry training and conference attendance
• Access to personal financial planning services for yourself/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

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 thrive in a high-performance culture, love creating experiences that inspire trust, and want to play a critical role in a fast-growing wealth management firm, this is your opportunity.

Apply today and help us shape the future of client experience at Guerra Wealth Advisors

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Job Tags

Base plus commission, Full time, Work at office, Work from home, Relocation package, Afternoon shift, Weekday work,

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