Senior Wealth Advisor — Miami, High-Net-Worth Growth

SalesDraft; Miami (FL); On-site; USD 200,000 - 700,000; Full time

Benefits offered by this job

Relocation assistance

Health, dental, and vision insurance

401(k) with company match

Paid training

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Job description

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.