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

Guerra Wealth Advisors

4d•$200,000 - $400,000•Onsite

About The Position

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. This role is designed for accomplished advisors with 7+ years of experience who expect to perform — and be compensated — at an elite level. Senior Wealth Advisors are held to elevated production, leadership, and cultural benchmarks. There should be no Senior Wealth Advisor earning under $200,000 annually. With robust internal support and qualified lead flow, your focus remains on client strategy, relationship expansion, and leadership — not administrative work.

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
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

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