Senior Wealth Advisor ($200,000 - $400,000+)
About The Position
Guerra Wealth Advisors is seeking a Senior Wealth Advisor to join their boutique firm, which focuses on redefining retirement planning and holistic wealth management. With over 40 years of experience, the firm emphasizes educating and empowering families toward financial confidence. The Senior Wealth Advisor role involves spending 90% of the time with clients and prospects, supported by a robust infrastructure for lead generation, administration, onboarding, and scheduling. This allows advisors to concentrate on building relationships, providing sophisticated advice, and leading at a high level. The position is ideal for top-tier financial professionals seeking significant earning potential, strong support, and the ability to scale their impact while maintaining a strong culture and integrity.
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 (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)
- 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
Nice To Haves
- Spanish language proficiency
- CFP®, CFA®, ChFC®, or similar advanced designation
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
