Wealth Advisor at Guerra Wealth Advisors

Miami, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Apr, 26

Salary

250000.0

Posted On

10 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Advising, Client Relationship Management, Portfolio Management, Tax-Efficient Strategies, Financial Planning, Investment Knowledge, Interpersonal Skills, Bilingual Communication, Team Collaboration, Proactive Approach, Regulatory Knowledge, Client Education, Lead Generation, Analytical Skills, Technology Proficiency, Ethical Standards

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 dedicated team handles lead generation, administrative support, and scheduling. This structure allows you to focus on what matters most: building relationships, providing financial guidance, and helping clients achieve their goals. If you’re seeking a role where you can truly impact people’s lives while being supported by a high-performing team, Guerra Wealth Advisors is calling your name. Role: The Wealth Advisor at Guerra Wealth Advisors is a client-facing strategist and trusted partner, helping clients navigate their financial journeys. You will develop tailored financial plans, manage portfolios, and implement tax-efficient strategies while cultivating meaningful relationships. This role is perfect for experienced financial professionals who thrive in a consultative, client-focused environment and want to make a measurable impact on both clients and the firm. With a robust team providing qualified leads and administrative support, your focus will be on building trust, delivering exceptional service, and growing client relationships. Responsibilities: Conduct comprehensive financial analyses to understand client goals, risk tolerance, and financial situations. Develop personalized financial plans covering investment, retirement, tax, estate, and legacy strategies. Monitor and adjust investment portfolios to align with market conditions and client objectives. Implement tax-efficient strategies and coordinate with tax professionals when needed. Communicate complex financial concepts clearly, fostering trust and understanding. Conduct regular client meetings to update, educate, and address concerns. Identify opportunities to expand services within existing client relationships. Stay informed on industry regulations, compliance requirements, and tax law changes. Pursue ongoing education to deepen financial planning knowledge and maintain professional certifications. Collaborate closely with the lead generation and administrative teams to ensure seamless client experience. Requirements: 3+ years of experience in financial advising or related client-facing roles. Preferred licenses: SIE, 2-15, Series 65; additional certifications/licenses (CFP, CFA, Series 66, Series 7, 2-14) are a plus. Bilingual in English and Spanish strongly preferred. Strong knowledge of financial products, investment vehicles, and market trends. Excellent interpersonal skills with a natural ability to build rapport and trust. Self-motivated, proactive, and eager to grow professionally. Tech-savvy and comfortable learning new systems, software, and processes. Team-oriented with a client-first mindset and high ethical standards. What We Are Expecting: Trusted advisor relationships built on credibility, professionalism, and client-focused service. Growth in client base and assets under management through exceptional service and referral generation. Regularly updated client records and proactive follow-up on all leads and opportunities. Collaboration with internal teams to optimize client engagement and satisfaction. Measurable contribution to firm growth and success. Schedule: Full-time role based in Miami, FL (office and client meeting locations). Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments. Compensation: $120,000–$250,000 Annually (Base Salary + Uncapped Commissions + Performance Bonuses) High earning potential supported by a lead generation team providing qualified client opportunities. Benefits: Base salary plus uncapped commission and performance incentives Referral and business development bonuses 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 Bonus compensation for certifications and licenses (Guerra Growth Lab) Career advancement within a growing, established firm Culture of continuous learning, professional growth, and team collaboration 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 leverage your financial expertise, focus on building deep client relationships, and maximize your impact with the support of a dedicated team, this is your opportunity. Apply today and help shape the financial futures of our clients at Guerra Wealth Advisors.

Responsibilities

The Wealth Advisor will conduct comprehensive financial analyses, develop personalized financial plans, and monitor investment portfolios. They will also communicate complex financial concepts clearly and conduct regular client meetings.