Wealth Advisor ($120,000 - $250,000)

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.

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 a client-facing sales or advisory role.
• Proven track record of closing business and generating production.
• Strong communication and relationship-building skills.
• Confident presenter with strong in-person presence.
• Hightly coachable and performance-driven mindset.
• Ability to thrive in a fast-paced, accountability-focused environment.
• 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).
• Spanish-speaking strongly preferred, but not required.
• Professional appearance and high emotional intelligence.

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.

Advisor Support Infrastructure

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

$120,000–$250,000 Annually (Uncapped Commissions + Performance Bonuses)

Benefits

• 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

Advisor Core Values

• Charisma & Natural Like-ability – 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

• 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