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

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.

The Wealth Advisor at Guerra Wealth Advisors is a high-performing sales and relationship professional responsible for guiding prospective clients through the financial planning process and helping families take action toward retirement confidence.

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
• Clear growth opportunities

There should be no Wealth Advisor earning under $120,000 annually.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.

Ideal Backgrouds:

We are especially interested in professionals with 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

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

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
(You Focus on Clients - We Handle the Rest)

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 (Uncapped Commissions + Performance Bonuses)
High earning potential supported by a lead generation team providing qualified client opportunities.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

Advisor Standards - What we are looking for:

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.

Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
[email protected]