Wealth Advisor — High-Earning, Client-First Growth

Guerra Wealth Advisors; Miami (FL); Sur place; USD 120 000 - 250 000; Plein temps

Avantages offerts par ce poste

Uncapped commission

401(k) with company match

20+ combined PTO days

Health insurance options

Career advancement opportunities

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Sales skills

Relationship building

Financial analysis

Communication

Presentation skills

Description du poste

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.