Senior Wealth Advisor ($200,000 - $400,000) at Guerra Wealth Advisors

, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

22 May, 26

Salary

400000.0

Posted On

21 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Comprehensive Financial Planning, Portfolio Architecture, Tax Planning, Estate Planning, Wealth Transfer, Investment Management, Risk Management, Trust Structures, Liquidity Events, Scenario Analysis, Client Relationship Management, Mentoring, Lead Generation, Fiduciary Excellence, Boardroom Communication, Advanced Planning Strategies

Industry

Financial Services

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. Here, you'll spend 90% of your time sitting with clients and prospects, delivering exceptional service while a fully built support infrastructure handles lead generation, administrative support, onboarding, and scheduling. This structure allows you to focus on what matters most: building relationships, delivering sophisticated advice, and leading at the highest level. If you're a top-tier financial professional seeking elite earning potential, deep support, and the ability to scale your impact without sacrificing culture or integrity, Guerra Wealth Advisors is calling your name. Role: Senior Wealth Advisor The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships. You are a trusted strategist, portfolio architect, and mentor who delivers advanced planning solutions while upholding the highest professional and cultural standards. This role is designed for accomplished advisors with 7+ years of experience who expect to perform — and be compensated — at an elite level. Senior Wealth Advisors are held to elevated production, leadership, and cultural benchmarks. There should be no Senior Wealth Advisor earning under $200,000 annually. With robust internal support and qualified lead flow, your focus remains on client strategy, relationship expansion, and leadership — not administrative work. Responsibilities Lead comprehensive financial planning for middle to high-net-worth and complex clients, including business owners, executives, and multi-generational families. Develop and present advanced strategies for tax planning, estate planning, retirement income, and legacy wealth transfer with clear, compelling communication. Design, implement, and manage diversified investment portfolios focused on risk-adjusted returns and tax efficiency using firm-approved processes. Advise on concentrated stock positions, equity compensation, trust structures, charitable giving, and liquidity events. Navigate complex planning scenarios including divorce, inheritance, business succession, and major life transitions. Conduct in-depth financial analysis using advanced planning software, cash-flow modeling, and scenario analysis tools. Lead client meetings, portfolio reviews, and strategic sessions with C-suite executives and high-net-worth families. Serve as the primary relationship manager while collaborating with CPAs, attorneys, estate planners, and internal specialists. Mentor and develop junior advisors through coaching, shadowing, and feedback on planning strategy and client communication. Identify opportunities to expand assets under management through deepening relationships, referrals, and proactive engagement. Represent Guerra Wealth Advisors by hosting client education workshops, seminars, and exclusive client events. Maintain current knowledge of regulatory requirements, tax law updates, and advanced planning strategies. Uphold Guerra processes, core values, compliance standards, and fiduciary excellence. Advisor Support Infrastructure (You Focus on Clients — We Handle the Rest) Senior Wealth Advisors at GWA are supported by a fully built enterprise-level platform, including: Marketing Department generating consistent, high-quality lead flow Appointment Scheduling Team scheduling and confirming initial introductory meetings Director of First Impressions greeting and hosting clients in-office Onboarding Specialist transitioning prospects into clients and facilitating asset transfers (documentation) Life & Annuity Division assisting with insurance product placement and paperwork Estate Planning Division guiding clients through the estate planning process Wealth Management & Client Service Team handling service requests and ongoing review scheduling Exclusive Client Events Team providing private, invitation-only experiences for your clients This structure enables Senior Wealth Advisors to meet with clients and prospects throughout the day (4 - 6 meetings) while the team maintains and delivers a premium client experience. Compensation (Reality-Based, Proven, Elite) $200,000 – $400,000+ Annually (Uncapped Commissions + Performance Bonuses) $200,000 is the minimum expectation for Senior Wealth Advisors Over the last six months, all Tier 2 Advisors were on pace to earn $250,000+ annually as a starting benchmark Top performers significantly exceed this range through relationship expansion and referrals The average income of a Senior Wealth Advisor at GWA in 2025 exceeds industry norms. This role is designed for advisors who are motivated by delivering exceptional results & advice to client & works great under a performance-based compensation structure. Requirements 7+ years of experience advising high-net-worth clients CFP®, CFA®, ChFC®, or similar advanced designation (strongly preferred) RICP required within 1 year of hire Active Series 65 required (or Series 66 if active) Life & Health (2-14 or 2-15) license required or ability to obtain immediately Language: English (Spanish strongly preferred) Proven experience in working directly with clients & administering AUM of $50M+ Expertise in financial planning, portfolio management, and tax-efficient strategies Strong leadership presence and mentoring capability Exceptional communication skills with boardroom-level confidence High ethical standards and fiduciary-first mindset Proficiency with modern financial planning technology & software What We Expect From You Elite-level client relationships built on trust, clarity, and results Consistent asset growth through referrals, retention, and deeper client engagement Leadership in complex planning scenarios that elevate firm capabilities Active mentorship and development of junior advisors Thought leadership through seminars, workshops, and client education Full alignment with Guerra values, processes, and performance standards Measurable contribution to firm growth, reputation, and culture Advisor Core Values These define what it means to succeed as an advisor at Guerra Wealth Advisors: Charisma & Natural Likeability – Speak with energy and confidence. Knowledge – Demonstrate mastery of financial planning concepts. Clear Communication Skills – Clients understand what you are saying the first time you say it. Relentless (WIT – Whatever It Takes) – Go above and beyond expectations. Process Driven – Respect and follow the systems, processes, and standards. Guerra Wealth Advisors Core Values These are the heart of who we are: Always Be Learning – Relentless growth and curiosity Your Words Matter – Clarity builds trust All for One, One for All – Team before ego Take Ownership & Accountability – Own outcomes, no excuses Do the Right Thing – Integrity above all else Schedule Full-time role based in Miami, FL at Guerra Wealth Advisors Home Office Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments for high-value client engagements. Typically from 9:00 - 6:00 PM Benefits Incentive Trips with Owners & Advisors (2025-2026: Mexico, Rome, St. Lucia, Bahamas) Paid Training - Starting Salary (3 - 6 months) Uncapped commissions and bonuses Significant referral and business development incentives 401(k) with company match Health, vision, and dental insurance 20+ PTO days including holidays and Birthday PTO Sponsored advanced training, certifications, and conferences Access to personal financial planning services Bonus compensation for advanced licenses and certifications (Guerra Growth Lab) Leadership development, equity consideration, and partnership track Culture of excellence, growth, and accountability If you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors’ most valued clients.

Responsibilities

The Senior Wealth Advisor will lead comprehensive financial planning for complex, high-net-worth clients, developing and presenting advanced strategies for tax, estate, and legacy wealth transfer. This role involves designing and managing diversified investment portfolios while mentoring junior advisors and expanding assets under management.