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

Guerra Wealth Advisors

9d•Onsite

About The Position

Guerra Wealth Advisors is seeking a Senior Wealth Advisor to join their boutique firm, which specializes in redefining retirement planning and holistic wealth management. With over three decades of experience, the firm offers a unique structure where advisors spend 90% of their time with clients, supported by a robust infrastructure handling lead generation, administration, onboarding, and scheduling. This role is ideal for top-tier financial professionals looking for elite earning potential, comprehensive support, and the opportunity to scale their impact while maintaining a strong culture and integrity. The Senior Wealth Advisor will be a high-performing, income-driven leader responsible for managing the firm's most complex and valuable client relationships, acting as a trusted strategist, portfolio architect, and mentor.

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 (or Series 66 if active)
Life & Health (2-14 or 2-15) license required or ability to obtain immediately
English proficiency (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

Nice To Haves

Spanish language proficiency

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.
Lead client meetings, portfolio reviews, and strategic sessions with C-suite executives and high-net-worth families.
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.

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 PTO
Sponsored advanced training, certifications, and conferences
Access to personal financial planning services
Bonus compensation for advanced licenses and certifications (Guerra Growth Lab)
Leadership development, equity consideration, and partnership track
Culture of excellence, growth, and accountability