Guerra Wealth Advisors · 2 weeks ago
Senior Wealth Advisor ($200,000 - $400,000 annually)
Miami, FL
Full-time
Onsite
Senior Level
$200K/yr - $250K/yr
7+ years expGuerra Wealth Advisors is a boutique firm focused on redefining retirement planning and holistic wealth management. The Senior Wealth Advisor serves as the primary advisor for complex client relationships, delivering advanced planning solutions and mentoring junior advisors while maintaining high professional standards.
Financial Services
Responsibilities
Lead comprehensive financial planning for middle to high-net-worth and complex clients, including business owners, executives, and multi-generational families
Develop and present advanced strategies for tax planning, estate planning, retirement income, and legacy wealth transfer with clear, compelling communication
Design, implement, and manage diversified investment portfolios focused on risk-adjusted returns and tax efficiency using firm-approved processes
Advise on concentrated stock positions, equity compensation, trust structures, charitable giving, and liquidity events
Navigate complex planning scenarios including divorce, inheritance, business succession, and major life transitions
Conduct in-depth financial analysis using advanced planning software, cash-flow modeling, and scenario analysis tools
Lead client meetings, portfolio reviews, and strategic sessions with C-suite executives and high-net-worth families
Serve as the primary relationship manager while collaborating with CPAs, attorneys, estate planners, and internal specialists
Mentor and develop junior advisors through coaching, shadowing, and feedback on planning strategy and client communication
Identify opportunities to expand assets under management through deepening relationships, referrals, and proactive engagement
Represent Guerra Wealth Advisors by hosting client education workshops, seminars, and exclusive client events
Maintain current knowledge of regulatory requirements, tax law updates, and advanced planning strategies
Uphold Guerra processes, core values, compliance standards, and fiduciary excellence
Qualification
Required
7+ years of experience advising high-net-worth clients
CFP®, CFA®, ChFC®, or similar advanced designation (strongly preferred)
RICP required within 1 year of hire
Active Series 65 required (or Series 66 if active)
Life & Health (2-14 or 2-15) license required or ability to obtain immediately
Language: English (Spanish strongly preferred)
Proven experience in working directly with clients & administering AUM of $50M+
Expertise in financial planning, portfolio management, and tax-efficient strategies
Strong leadership presence and mentoring capability
Exceptional communication skills with boardroom-level confidence
High ethical standards and fiduciary-first mindset
Proficiency with modern financial planning technology & software
Benefits
Incentive Trips with Owners & Advisors (2025-2026: Mexico, Rome, St. Lucia, Bahamas)
Paid Training - Starting Salary (3 - 6 months)
Uncapped commissions and bonuses
Significant referral and business development incentives
401(k) with company match
Health, vision, and dental insurance
20+ PTO days including holidays and Birthday PTO
Sponsored advanced training, certifications, and conferences
Access to personal financial planning services
Bonus compensation for advanced licenses and certifications (Guerra Growth Lab)
Leadership development, equity consideration, and partnership track
Culture of excellence, growth, and accountability
Company
Guerra Wealth Advisors
Formerly known as Guerra Financial Group.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase