Elite Wealth Advisor | Uncapped Earnings & Elite Mentorship

guerrawealthadvisors; Miami (FL); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Uncapped commissions

Bonuses

401(k) match

Health insurance

Vision & Dental

PTO 20+ days

Training & conferences

Personal financial planning access

Licenses/ Certifications bonus

Career growth

Team collaboration

Job summary

Guerra Wealth Advisors in Miami, FL is hiring Wealth Advisors to serve as client-facing strategists guiding financial journeys. You will develop tailored plans, manage portfolios, and implement tax-efficient strategies while cultivating relationships.

A high-income path is supported by a dedicated lead generation and admin team. The role targets professionals from outside sales, mortgage lending, or financial services with a proven production track record.

Qualifications

• 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.
• Active Series 65 required (to obtain within first 90 days).
• Life & Health (2-14 or 2-15) license required (to obtain within first 90 days).
• Spanish-speaking strongly preferred, but not required.

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.

Skills

Outside Sales

Relationship Building

Closing Skills

Client-facing

Strong Communicatio

Spanish-speaking

Executive Presence

Education

Series 65

Life & Health License (2-14 or 2-15)

Job description

Guerra Wealth Advisors in Miami, FL is hiring Wealth Advisors to serve as client-facing strategists guiding financial journeys. You will develop tailored plans, manage portfolios, and implement tax-efficient strategies while cultivating relationships.

A high-income path is supported by a dedicated lead generation and admin team. The role targets professionals from outside sales, mortgage lending, or financial services with a proven production track record.