Senior Wealth Advisor
The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm's most complex and valuable client and prospect relationships. You are a trusted strategist, portfolio architect, and mentor who delivers advanced planning solutions while upholding the highest professional and cultural standards.
This role is designed for accomplished advisors with 7+ years of experience who expect to perform - and be compensated - at an elite level. Senior Wealth Advisors are held to elevated production, leadership, and cultural benchmarks. There should be no Senior Wealth Advisor earning under $200,000 annually.
With robust internal support and qualified lead flow, your focus remains on client strategy, relationship expansion, and leadership - not administrative work.
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.
Advisor Support Infrastructure (You Focus on Clients - We Handle the Rest)Senior 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 Senior 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$200,000 - $400,000+ Annually
(Uncapped Commissions + Performance Bonuses)
- $200,000 is the minimum expectation for Senior Wealth Advisors
- Over the last six months, all Tier 2 Advisors were on pace to earn $250,000+ annually as a starting benchmark
- Top performers significantly exceed this range through relationship expansion and referrals
The average income of a Senior Wealth Advisor at GWA exceeds industry norms. This role is designed for advisors who are motivated by delivering exceptional results & advice to client & works great under a performance-based compensation structure.
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)
- Language: 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
What We Expect From You- Elite-level client relationships built on trust, clarity, and results
- Consistent asset growth through referrals, retention, and deeper client engagement
- Leadership in complex planning scenarios that elevate firm capabilities
- Active mentorship and development of junior advisors
- Thought leadership through seminars, workshops, and client education
- Full alignment with Guerra values, processes, and performance standards
- Measurable contribution to firm growth, reputation, and culture
Advisor Standards - What we are looking for:These define what it means to succeed as an advisor at Guerra Wealth Advisors:
- Charisma & Natural Likeability - 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 ValuesThese 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
Schedule- Full-time role based in Miami, FL at Guerra Wealth Advisors Home Office
- Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments for high-value client engagements.
- Typically from 9:00 - 6:00 PM
Benefits- 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
If you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors' most valued clients.
Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
[email protected]
