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

Guerra Wealth Advisors•Miami, FL

58d•$120,000 - $250,000•Onsite

About The Position

Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Here, you’ll spend 90% of your time sitting with clients and prospects , delivering exceptional service while a dedicated team handles lead generation, administrative support, and scheduling. This structure allows you to focus on what matters most: building relationships, providing financial guidance, and helping clients achieve their goals. If you’re seeking a role where you can truly impact people’s lives while being supported by a high-performing team, Guerra Wealth Advisors is calling your name. Role: 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 perfect for experienced financial professionals who thrive in a consultative, client-focused environment and want to make a measurable impact on both clients and the firm. With a robust team providing qualified leads and administrative support, your focus will be on building trust, delivering exceptional service, and growing client relationships.

Requirements

3+ years of experience in financial advising or related client-facing roles.
Preferred licenses: SIE, 2-15, Series 65 ; additional certifications/licenses (CFP, CFA, Series 66, Series 7, 2-14) are a plus.
Bilingual in English and Spanish strongly preferred.
Strong knowledge of financial products, investment vehicles, and market trends.
Excellent interpersonal skills with a natural ability to build rapport and trust.
Self-motivated, proactive, and eager to grow professionally.
Tech-savvy and comfortable learning new systems, software, and processes.
Team-oriented with a client-first mindset and high ethical standards.

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.

Benefits

Base salary plus 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