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
• Create and manage diversified investment portfolios focused on risk-adjusted returns and tax efficiency using firm-approved processes
• Advises 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
• 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

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