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

About the role

At Guerra Wealth Advisors, we’re redefining what it means to build wealth, retire confidently, and experience elite financial guidance. For over 40+ years, we’ve served families across South Florida and nationwide with a boutique, relationship-first approach to retirement and wealth planning. But what truly separates us is our people. We are building a team of high-performance closers, relationship builders, and consultative sales professionals who thrive in fast-paced, income-driven environments.

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.
• Highly 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.

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.

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)

Culture

• 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.

Advisor Standards

• 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.