Senior Wealth Advisor — $200,000–$400,000+

SalesDraft; Miami (FL); Presencial; USD 200 000 - 700 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Relocation assistance

Health, dental, and vision insurance

401(k) with company match

Paid training

Resumo da oferta

Guerra Wealth Advisors in South Florida is seeking an experienced Senior Wealth Advisor to lead sophisticated financial planning conversations, manage high-net-worth client relationships, and contribute to the firm’s growth.

You will work with established systems and a dedicated support team to focus on clients, strategy, and growth, with uncapped commissions and relocation assistance available for the right candidate.

Qualificações

• 5+ years of experience advising high-net-worth clients.
• Excellent communication and presentation skills.
• Ability to work independently with fiduciary-first mindset.

Responsabilidades

• Lead comprehensive financial planning engagements for high-net-worth clients and complex relationships.
• Advise business owners, executives, families, and multi-generational households on retirement, tax, estate planning, and wealth transfer.
• Design and manage diversified investment portfolios using firm-approved processes.
• Mentor and collaborate with junior advisors.

Descrição da oferta de emprego

Salary Range

$200,000 - $700,000

Per year

Job Type

Full Time

Location

Miami, FL

Work Arrangement

Onsite

About this role

Miami, FL | Full-Time | Experienced

Build Your Career With Guerra Wealth Advisors

Are you an accomplished wealth advisor ready to work with high-net-worth clients, access qualified opportunities, and spend more of your time doing what you do best—advising clients and growing relationships?

Guerra Wealth Advisors (GWA) is a South Florida wealth management firm with more than 40 years of experience helping families build, protect, and transfer wealth.

We’re looking for an experienced Senior Wealth Advisor who can lead sophisticated financial planning conversations, manage complex client relationships, and contribute to the continued growth of the firm.

This is not a role where you’ll spend most of your day prospecting or handling administrative tasks. Our established support infrastructure handles lead generation, scheduling, onboarding, and client service so you can focus on clients, strategy, and growth.

Why This Opportunity Stands Out

$200,000–$400,000+ annual earning potential

Uncapped commissions and performance bonuses

Qualified lead flow and a dedicated support team

Typically 4–6 client and prospect meetings per day

Opportunity to work with high-net-worth individuals, executives, business owners, and multi-generational families

Leadership and mentoring opportunities

Relocation assistance available for the right candidate

Established firm with 40+ years of industry experience

About the Role

As a Senior Wealth Advisor, you’ll serve as a trusted advisor to some of the firm's most important client relationships.

You’ll provide sophisticated financial planning, investment guidance, retirement strategies, and wealth management solutions while building long-term relationships based on trust, clarity, and exceptional service.

This position is ideal for an experienced advisor who is confident in front of clients, understands complex financial planning, and wants the infrastructure and opportunity to perform at a high level.

What You'll Do

Lead comprehensive financial planning engagements for high-net-worth and complex clients.

Advise business owners, executives, families, and multi-generational households.

Develop strategies around retirement income, tax planning, estate planning, and wealth transfer.

Design and manage diversified investment portfolios using firm-approved processes.

Advise clients on concentrated stock positions, equity compensation, trusts, charitable giving, and liquidity events.

Navigate complex financial situations, including business succession, inheritance, divorce, and major life transitions.

Use financial planning software, cash-flow modeling, and scenario analysis to develop recommendations.

Lead client meetings, portfolio reviews, and strategic planning sessions.

Build relationships with CPAs, attorneys, estate planners, and other professional advisors.

Identify opportunities to deepen existing relationships and grow assets under management.

Generate additional business through referrals, relationship expansion, seminars, and client education.

Mentor and develop junior advisors through coaching and collaboration.

Stay current on regulatory requirements, tax developments, and advanced planning strategies.

Maintain the firm's standards for compliance, professionalism, and fiduciary responsibility.

You Focus on Clients. We Support the Rest.

One of the biggest advantages of joining GWA is the support infrastructure behind our advisors.

You’ll have access to dedicated teams that help manage the operational side of the client experience, including:

Appointment Scheduling Team – Schedules and confirms introductory meetings.

Onboarding Specialist – Helps transition prospects into clients and facilitates asset-transfer documentation.

Life & Annuity Division – Supports insurance product placement and paperwork.

Estate Planning Division – Supports clients through the estate planning process.

Wealth Management & Client Service Team – Handles service requests and ongoing review scheduling.

Client Events Team – Creates educational and exclusive experiences for clients.

This structure allows you to spend more of your day meeting with clients, providing advice, building relationships, and growing the business.

Compensation

$200,000–$400,000+ Annual Earning Potential

Uncapped Commissions + Performance Bonuses

This position is designed for experienced advisors who want their compensation to reflect their production and impact.

$200,000+ is the expected minimum earning level for Senior Wealth Advisors.

Strong performers have the opportunity to exceed $250,000 annually.

Top performers can earn significantly more through relationship expansion, referrals, and production.

Additional incentives are available for advanced licenses and certifications.

What We're Looking For

Required

5+ years of experience advising high-net-worth clients.

Active Series 65 license required.

Active Life & Health license required — 2-14 or 2-15.

Proven experience directly managing client relationships.

Experience managing or advising on $50M+ in assets under management.

Strong knowledge of financial planning and portfolio management.

Experience with tax-efficient wealth strategies.

Excellent communication and presentation skills.

Strong professional presence and ability to communicate confidently with high-net-worth clients.

High ethical standards and a fiduciary-first mindset.

Ability to work independently while collaborating with a broader advisory team.

Preferred

Spanish-speaking ability.

Experience working with executives, business owners, or multi-generational families.

Strong knowledge of modern financial planning technology and software.

RICP designation required within the first year of employment.

The Advisor We Want

The right person isn't simply an experienced advisor. They're someone who wants to operate at a high level and contribute to a culture built around excellence.

We value advisors who demonstrate:

Charisma & Likeability – You connect naturally and make clients feel comfortable.

Knowledge – You understand sophisticated financial planning concepts.

Clear Communication – You can explain complex financial concepts in a way clients understand.

Relentless Drive – You take ownership and consistently follow through.

Process Discipline – You respect systems, standards, and proven processes.

Integrity – You always put the client's best interests first.

Leadership – You elevate the people around you and help develop future advisors.

Our Core Values

At Guerra Wealth Advisors, our culture is built around five principles:

Always Be Learning
We believe growth comes from continuous learning and curiosity.

Your Words Matter
Clear communication builds trust.

All for One, One for All
We believe the team succeeds together.

Take Ownership & Accountability
We take responsibility for our outcomes.

Do the Right Thing
Integrity comes before everything else.

Schedule & Location

Full-time position

Based at the Guerra Wealth Advisors home office in Miami, FL

Typically 9:00 AM–6:00 PM

Weekday schedule with flexibility for occasional evening or weekend client engagements

Relocation assistance available for qualified candidates relocating to South Florida

Uncapped commissions and performance bonuses

Relocation assistance

Paid training and starting salary during the initial 3–6 months

401(k) with company match

Health, dental, and vision insurance

20+ PTO days, including holidays and birthday PTO

Sponsored professional training, certifications, and conferences

Incentive trips and team experiences

Additional compensation for advanced licenses and certifications

Equity consideration and partnership track

Access to personal financial planning services

Dedicated support infrastructure

Opportunity to build and expand a significant book of business