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
• Maintain 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

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.

Advisor Support Infrastructure

• 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 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.