Wealth Advisor ($120,000 - $250,000)

Guerra Wealth Advisors

Miami (FL)

On-site

USD 120,000 - 250,000

Full time

14 days+

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Benefits offered by this job

Uncapped commission

401(k) with company match

20+ combined PTO days

Health insurance options

Career advancement opportunities

Job summary

Guerra Wealth Advisors in Miami, FL, is seeking a dedicated Wealth Advisor to help clients navigate their financial journeys. The role focuses on developing tailored financial plans, managing portfolios, and cultivating relationships.

Ideal candidates will have a background in sales or financial services, with a proven track record in closing business. You can expect a strong lead flow, mentorship, and growth opportunities. Earnings are expected to exceed $120,000 annually with uncapped commissions.

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.

Responsibilities

Conduct comprehensive financial analyses to understand client goals.
Develop personalized financial plans covering various strategies.
Monitor and adjust investment portfolios to align with client objectives.

Skills

Sales skills

Relationship building

Financial analysis

Communication

Presentation skills

Job description

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we’re redefining what it means to build wealth, retire confidently, and experience elite financial guidance. For over four decades, we’ve served families across South Florida and nationwide with a boutique, relationship-first approach to retirement and wealth planning.

What truly separates us is our people. We are building a team of high-performance closers, relationship builders, and consultative sales professionals who thrive in fast-paced, income-driven environments. Whether your background is in outside sales, mortgage lending, insurance, luxury sales, real estate, or financial services – if you know how to build trust, close business, and create long-term client relationships, we want to meet you.

At Guerra Wealth Advisors, you won’t spend your time cold calling, prospecting endlessly, or buried in paperwork. Our infrastructure is designed so you can focus on what you do best: meeting with qualified prospects, building relationships, delivering value, and closing business. With a fully built marketing, appointment-setting, onboarding, and client service team behind you, this is an opportunity to scale your income and career without building everything from scratch.

Role

Wealth Advisor – A client-facing strategist and trusted partner who helps clients navigate their financial journeys. The Advisor develops tailored financial plans, manages portfolios, implements tax-efficient strategies, and cultivates meaningful relationships.

The Wealth Advisor is a high-performing sales and relationship professional responsible for guiding prospective clients through the planning process and helping families take action toward retirement confidence. Strong closers who can lead conversations, uncover client needs, overcome objections, and confidently ask for business succeed here. The role welcomes professionals from outside sales, mortgage lending, insurance, banking, real estate, luxury sales, and consultative business development backgrounds with proven production and relationship-building history.

Key Benefits

High income potential
A strong lead flow
Daily client appointments
A winning culture
Elite mentorship
Clear growth opportunities

Wealth Advisor earnings are not expected to fall below $120,000 annually.

Responsibilities

Conduct comprehensive financial analyses to understand client goals, risk tolerance, and 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 lead generation and administrative teams to ensure a seamless client experience.

Ideal Backgrounds

Outside Sales
Mortgage Lending / Mortgage Sales
Financial Services Sales
Insurance Sales
Wealth Management
Banking & Private Banking
Real Estate Sales
Medical Device Sales
Luxury Sales
Business Development
High-Ticket Consultative Sales

Requirements

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
Highly coachable and performance-driven mindset
Ability to thrive in a fast-paced, accountability-focused environment
Active Series 65 required (to obtain within first 90 days of employment)
Life & Health (2‑14 or 2‑15) license required (to obtain within first 90 days of employment)
Spanish-speaking strongly preferred, but not required
Professional appearance and high emotional intelligence

What We Are Expecting

Trusted advisor relationships built on credibility, professionalism, and client-focused service.
Growth in client base and assets under management through exceptional service and referral generation.
Regularly updated client records and proactive follow-up on all leads and opportunities.
Collaboration with internal teams to optimize client engagement and satisfaction.
Measurable contribution to firm growth and success.

Schedule

Full-time role based in Miami, FL (office and client meeting locations).
Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments.

Advisor Support Infrastructure (You Focus on Clients — We Handle the Rest)

Marketing Department generating consistent, high-quality lead flow
Appointment Scheduling Team scheduling and confirming initial introductory meetings
Director of First Impressions greeting and hosting clients in-office
Onboarding Specialist transitioning prospects into clients and facilitating asset transfers (documentation)
Life & Annuity Division assisting with insurance product placement and paperwork
Estate Planning Division guiding clients through the estate planning process
Wealth Management & Client Service Team handling service requests and ongoing review scheduling
Exclusive Client Events Team providing private, invitation-only experiences for your clients

Compensation

$120,000–$250,000 Annually (Uncapped Commissions + Performance Bonuses)

Benefits

Uncapped commission and performance incentives
Referral and business development bonuses
401(k) with company match
Health insurance, Vision and Dental options
20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)
Sponsored industry training and conference attendance
Access to personal financial planning services
Bonus compensation for certifications and licenses (Guerra Growth Lab)
Career advancement within a growing, established firm
Culture of continuous learning, professional growth, and team collaboration

Advisor Core Values

Charisma & Natural Like-ability – Speak with energy and confidence.
Knowledge – Demonstrate mastery of financial planning concepts.
Clear Communication Skills – Clients understand what you are saying the first time you say it.
Relentless (WIT – Whatever It Takes) – Go above and beyond expectations.
Process Driven – Respect and follow the systems, processes, and standards.

Guerra Wealth Advisors Core Values