Senior Wealth Advisor: Elite Strategy & Leadership

guerrawealthadvisors; Miami (FL); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Relocation assistance

Uncapped commissions

Bonus for licenses

401(k) with company match

Health, vision, dental insurance

20+ PTO days

Advanced training & certifications

Culture of excellence

Job summary

Guerra Wealth Advisors is seeking a Senior Wealth Advisor in Miami to lead complex client relationships and deliver sophisticated financial planning. You will be supported by an enterprise platform and a lead flow network, enabling a premium client experience.

The role requires 5+ years of high-net-worth advisory experience, advanced designations, and a fiduciary mindset. Relocation assistance may be offered for the right talent to relocate to sunny South Florida.

Qualifications

• 5+ years of experience advising high-net-worth clients.
• CFP®, CFA®, ChFC® or similar advanced designation preferred.
• RICP required within 1 year of hire.
• Active Series 65 license required.
• Life & Health licenses (2-14 or 2-15) preferred.
• English required; Spanish speaking a plus.

Responsibilities

• Lead comprehensive financial planning for middle to high-net-worth clients and families.
• Develop and present advanced tax, estate, retirement, and legacy strategies.
• Design and manage diversified portfolios focused on tax efficiency and risk-adjusted returns.
• Mentor junior advisors and lead client meetings with executives and families.
• Expand assets under management through referrals and deep client relationships.

Skills

Relationship building

Client meetings

Mentoring

Leadership

Education

Advanced financial designation (CFP/CFA/ChFC)

Job description

Guerra Wealth Advisors is seeking a Senior Wealth Advisor in Miami to lead complex client relationships and deliver sophisticated financial planning. You will be supported by an enterprise platform and a lead flow network, enabling a premium client experience.

The role requires 5+ years of high-net-worth advisory experience, advanced designations, and a fiduciary mindset. Relocation assistance may be offered for the right talent to relocate to sunny South Florida.