Elite Wealth Advisor - High-Earning Senior Leader

Guerra Wealth Advisors; Florida; On-site; USD 200,000 - 400,000; Full time

Benefits offered by this job

Uncapped commissions

401(k) with company match

Health, vision, and dental insurance

Paid training

Incentive trips for advisors

Bonus for advanced licenses & certs

Leadership development & partnership路径

Job summary

Guerra Wealth Advisors in Miami, FL is seeking a Senior Wealth Advisor to lead complex client relationships and deliver advanced planning solutions. You will serve as a trusted strategist and portfolio architect, supported by an enterprise platform and a team handling lead generation, onboarding, and scheduling.

With 7+ years of experience and advanced designations, you will drive asset growth, mentor junior advisors, and represent the firm at client workshops.

Qualifications

• 7+ years of experience advising high-net-worth clients.
• Active Series 65 required (to obtain within 90 days).
• RICP required within 1 year of hire.
• CFP®, CFA®, ChFC® or similar advanced designation preferred.
• Strong leadership, communication, and fiduciary-aligned mindset.

Responsibilities

• Lead comprehensive financial planning for middle to high-net-worth clients.
• Develop advanced tax, estate, retirement, and legacy strategies.
• Design and manage diversified portfolios with tax efficiency.
• Advise on concentrated stock, trusts, charitable giving, and liquidity events.
• Lead client meetings and portfolio reviews with senior executives.
• Mentor junior advisors and develop planning talent.
• Expand assets under management through referrals and deep client engagement.
• Represent the firm in client education workshops and events.

Job description

Guerra Wealth Advisors in Miami, FL is seeking a Senior Wealth Advisor to lead complex client relationships and deliver advanced planning solutions. You will serve as a trusted strategist and portfolio architect, supported by an enterprise platform and a team handling lead generation, onboarding, and scheduling.

With 7+ years of experience and advanced designations, you will drive asset growth, mentor junior advisors, and represent the firm at client workshops.