Senior Wealth Advisor ($200,000 - $400,000)

Role

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.

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.
• 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

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.
• Wealth Management & Client Service Team handling service requests and ongoing review scheduling.
• Exclusive Client Events Team providing private, invitation-only experiences for your clients.

Compensation

$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 exceeds industry norms.

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 (to obtain within first 90-days of employment).
• Life & Health (2-14 or 2-15) license required (to obtain within first 90-days of employment).
• 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.
• Thought leadership through seminars, workshops, and client education.
• Measurable contribution to firm growth, reputation, and culture.

Guerra Wealth Advisors Core Values

• 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 PTOS.
• Sponsored advanced training, certifications, and conferences.
• Access to personal financial planning services.
• Bonus compensation for advanced licenses and certifications (Guerra Growth Lab).
• Leverage development, equity consideration, and partnership track.

Culture

Culture of excellence, growth, and accountability.