Elite Senior Wealth Advisor — High-Impact, High-Earning

Guerra Financial Group; Miami (FL); On-site; USD 200,000 - 400,000; Full time

Benefits offered by this job

Health, vision, and dental insurance

20+ PTO days

401(k) with company match

Paid training and leadership development

Job summary

Guerra Financial Group in Miami is seeking a Senior Wealth Advisor to redefine retirement planning. With over 7 years of experience, you'll manage high-net-worth clients, delivering exceptional service and advanced financial strategies.

This role offers elite earning potential starting at $200,000+, supported by a fully operational team handling administrative tasks, allowing you to focus on building trusted client relationships.

Qualifications

• 7+ years of experience advising high-net-worth clients.
• Active Series 65 required or Series 66 if active.
• Proven experience administering AUM of $50M+.

Responsibilities

• Lead comprehensive financial planning for complex clients.
• Develop advanced strategies for tax and estate planning.
• Advise on concentrated stock and equity compensation.

Skills

Client relationship management

Leadership presence

Financial planning expertise

Communication skills

Portfolio management

Education

RICP certification

Series 65 or 66 license

Life & Health license

Tools

Financial planning software

Job description

Guerra Financial Group in Miami is seeking a Senior Wealth Advisor to redefine retirement planning. With over 7 years of experience, you'll manage high-net-worth clients, delivering exceptional service and advanced financial strategies.

This role offers elite earning potential starting at $200,000+, supported by a fully operational team handling administrative tasks, allowing you to focus on building trusted client relationships.