Senior Wealth Advisor — High-Earning Client Focus (Onsite, Miami)

SalesDraft; Miami (FL); On-site; USD 200,000 - 400,000; Full time

Benefits offered by this job

Relocation assistance

401(k) with company match

Health, dental, and vision insurance

20+ PTO days

Paid training and certifications

Equity consideration

Job summary

Guerra Wealth Advisors in Miami, FL seeks an experienced Senior Wealth Advisor to lead sophisticated financial planning conversations and manage complex client relationships. You will deliver investment guidance and wealth management solutions while focusing on client growth and trust.

This position offers an established support structure with lead generation and onboarding help, enabling you to spend more time advising clients and expanding relationships with high-net-worth families.

Qualifications

• 5+ years of experience advising high-net-worth clients.
• Active Series 65 license required.
• Active Life & Health license (2-14 or 2-15) required.
• Proven experience directly managing client relationships.
• Experience with $50M+ assets under management.

Responsibilities

• Lead comprehensive financial planning engagements for high-net-worth clients.
• Advise business owners, executives, families, and multi-generational households.
• Develop retirement income, tax planning, estate planning, and wealth transfer strategies.
• Design and manage diversified portfolios using firm-approved processes.
• Mentor and develop junior advisors.

Skills

Client relationships

Financial planning

Portfolio management

Tax-efficient strategies

Communication

Sales & growth

Tools

Financial planning software

Job description

Guerra Wealth Advisors in Miami, FL seeks an experienced Senior Wealth Advisor to lead sophisticated financial planning conversations and manage complex client relationships. You will deliver investment guidance and wealth management solutions while focusing on client growth and trust.

This position offers an established support structure with lead generation and onboarding help, enabling you to spend more time advising clients and expanding relationships with high-net-worth families.