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

Guerra Wealth Advisors•Miami, FL

9d•$120,000 - $249,995•Onsite

About The Position

Guerra Wealth Advisors is redefining wealth building, retirement confidence, and financial guidance. With over four decades of experience serving families nationwide, they offer a boutique, relationship-first approach. They are seeking high-performance closers, relationship builders, and consultative sales professionals who thrive in fast-paced, income-driven environments. The company provides a robust infrastructure, including marketing, appointment-setting, onboarding, and client service support, allowing advisors to focus on meeting with qualified prospects, building relationships, delivering value, and closing business. This role offers uncapped earning potential for competitive, coachable, and client-confident individuals.

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)
Professional appearance and high emotional intelligence

Nice To Haves

Spanish-speaking strongly preferred, but not required
Backgrounds in Outside Sales, Mortgage Lending / Mortgage Sales, Financial Services Sales, Insurance Sales, Wealth Management, Banking & Private Banking, Real Estate Sales, Medical Device Sales, Luxury Sales, Business Development, High-Ticket Consultative Sales

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.
Build trusted advisor relationships based on credibility, professionalism, and client-focused service.
Grow client base and assets under management through exceptional service and referral generation.
Maintain regularly updated client records and proactive follow-up on all leads and opportunities.
Collaborate with internal teams to optimize client engagement and satisfaction.
Make measurable contributions to firm growth and success.

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