Wealth Advisor — High-Earning, Client-First Growth

Guerra Wealth Advisors; Miami (FL); On-site; USD 120,000 - 250,000; Full time

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

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.