Elite Wealth Advisor: Lead High‑Net‑Worth Clients

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

Benefits offered by this job

Incentive trips with owners & advisors

Uncapped commissions & bonuses

401(k) with company match

Health, vision, dental insurance

Paid training & certifications

Leadership development & partnership

Job summary

Guerra Wealth Advisors seeks a Senior Wealth Advisor in Miami to lead complex client relationships, deliver advanced planning, and mentor junior advisors. You will drive strategic outcomes for top-tier clients, with a strong emphasis on fiduciary excellence and performance-based rewards.

Expect 4-6 client meetings daily, a fully supported infrastructure, and uncapped commissions plus bonuses. Must have 7+ years of experience and relevant financial designations; Series 65 required within 90 days.

Qualifications

• 7+ years advising high-net-worth clients.
• Desirable CFP/CFA/ChFC designations.
• Active Series 65 within 90 days of hire.

Responsibilities

• Lead comprehensive financial planning for HNW clients including business owners and multi-generational families.
• Develop advanced tax, estate, retirement income, and legacy strategies with clear communication.
• Design and manage diversified portfolios focusing on risk-adjusted returns and tax efficiency.
• Mentor junior advisors and collaborate with CPAs, attorneys, and estate planners.
• Expand assets under management through referrals and deep client engagement.

Skills

High-net-worth experience

CFP

CFA

ChFC

Series 65

Leadership

Communication

AUM >$50M

Tax-efficient planning

Portfolio management

Education

CFP, CFA, ChFC designations

Job description

Guerra Wealth Advisors seeks a Senior Wealth Advisor in Miami to lead complex client relationships, deliver advanced planning, and mentor junior advisors. You will drive strategic outcomes for top-tier clients, with a strong emphasis on fiduciary excellence and performance-based rewards.

Expect 4-6 client meetings daily, a fully supported infrastructure, and uncapped commissions plus bonuses. Must have 7+ years of experience and relevant financial designations; Series 65 required within 90 days.