Wealth Advisor ($120,000 – $250,000) Full Time NEW

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.

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

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

What We Are Expecting:

• 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

Schedule:

• Full-time role based in Miami, FL (office and client meeting locations)
• Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments

Advisor Support Infrastructure

Wealth Advisors at GWA are supported by a fully built enterprise-level platform, including:

• Marketing Department generating consistent, high-quality lead flow
• Appointment Scheduling Team scheduling and confirming initial introductory meetings
• Director of First Impressions greeting and hosting clients in-office
• Onboarding Specialist transitioning prospects into clients and facilitating asset transfers (documentation)
• Life & Annuity Division assisting with insurance product placement and paperwork
• Estate Planning Division guiding clients through the estate planning process
• Wealth Management & Client Service Team handling service requests and ongoing review scheduling
• Exclusive Client Events Team providing private, invitation-only experiences for your clients

This structure enables Wealth Advisors to meet with clients and prospects throughout the day (4 – 6 meetings) while the team maintains and delivers a premium client experience.

Compensation:

$120,000–$250,000 Annually (Base Salary + Uncapped Commissions + Performance Bonuses)

High earning potential supported by a lead generation team providing qualified client opportunities.

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

Advisor Core Values

These define what it means to succeed as an advisor at Guerra Wealth Advisors:

• Charisma & Natural Like-ability – Speak with energy and confidence.
• Knowledge – Demonstrate mastery of financial planning concepts
• Clear Communication Skills – Clients understand what you are saying the first time you say it.
• Relentless (WIT – Whatever It Takes) – Go above and beyond expectations.
• Process Driven – Respect and follow the systems, processes, and standards

Guerra Wealth Advisors Core Values

These are the heart of who we are:

• Always Be Learning – Relentless growth and curiosity
• Your Words Matter – Clarity builds trust
• All for One, One for All – Team before ego
• Take Ownership & Accountability – Own outcomes, no excuses
• Do the Right Thing – Integrity above all else

If you’re ready to leverage your financial expertise, focus on building deep client relationships, and maximize your impact with the support of a dedicated team, this is your opportunity.

Apply today and help shape the financial futures of our clients at Guerra Wealth Advisors.

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