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

Guerra Wealth Advisors•Miami, FL

30d•$120,000 - $249,995•Hybrid

About The Position

The Wealth Advisor at Guerra Wealth Advisors is a client-facing strategist and trusted partner, helping clients navigate their financial journeys. You will develop tailored financial plans, manage portfolios, and implement tax-efficient strategies while cultivating meaningful relationships. This role is ideal for strong closers who know how to lead conversations, uncover client needs, overcome objections, and confidently ask for the business. You do not need to come from a traditional wirehouse or advisory background to succeed here. We are open to professionals from outside sales, mortgage lending, insurance, banking, real estate, luxury sales, and consultative business development backgrounds who have a proven history of production and relationship-building. This is not a passive service role. This is a performance-driven opportunity for professionals who want high income potential, a strong lead flow, daily client appointments, a winning culture, elite mentorship, and clear growth opportunities. There should be no Wealth Advisor earning under $120,000 annually.

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
Professional appearance and high emotional intelligence

Nice To Haves

Spanish-speaking

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.
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.

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