Senior Wealth Advisor ($200,000 - $400,000)

Job Description

Job Description

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch.

We don't just advise — we educate, empower, and guide families toward financial confidence. Here, you'll spend 90% of your time sitting with clients and prospects, delivering exceptional service while a fully built support infrastructure handles lead generation, administrative support, onboarding, and scheduling. This structure allows you to focus on what matters most: building relationships, delivering sophisticated advice, and leading at the highest level.

If you're a top-tier financial professional seeking elite earning potential, deep support, and the ability to scale your impact without sacrificing culture or integrity, Guerra Wealth Advisors is calling your name.

Role: Senior Wealth Advisor 

The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships. You are a trusted strategist, portfolio architect, and mentor who delivers advanced planning solutions while upholding the highest professional and cultural standards.

This role is designed for accomplished advisors with 7+ years of experience who expect to perform — and be compensated — at an elite level. Senior Wealth Advisors are held to elevated production, leadership, and cultural benchmarks. There should be no Senior Wealth Advisor earning under $200,000 annually. 

With robust internal support and qualified lead flow, your focus remains on client strategy, relationship expansion, and leadership — not administrative work.

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.

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

Senior Wealth Advisors at GWA are supported by a fully built enterprise-level platform, including:

• 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 

This structure enables Senior Wealth Advisors to meet with clients and prospects throughout the day (4 - 6 meetings) while the team maintains and delivers a premium client experience.

Compensation (Reality-Based, Proven, Elite)

$200,000 – $400,000+ Annually
(Uncapped Commissions + Performance Bonuses)

• $200,000 is the minimum expectation for Senior Wealth Advisors
• Over the last six months, all Tier 2 Advisors were on pace to earn $250,000+ annually as a starting benchmark
• Top performers significantly exceed this range through relationship expansion and referrals

The average income of a Senior Wealth Advisor at GWA in 2025 exceeds industry norms. This role is designed for advisors who are motivated by delivering exceptional results & advice to client & works great under a performance-based compensation structure.

Requirements

• 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 (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)
• 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

What We Expect From You

• Elite-level client relationships built on trust, clarity, and results
• Consistent asset growth through referrals, retention, and deeper client engagement
• Leadership in complex planning scenarios that elevate firm capabilities
• Active mentorship and development of junior advisors
• Thought leadership through seminars, workshops, and client education
• Full alignment with Guerra values, processes, and performance standards
• Measurable contribution to firm growth, reputation, and culture

Advisor Core Values

These define what it means to succeed as an advisor at Guerra Wealth Advisors:

• Charisma & Natural Likeability – 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

These are the heart of who we are:

• Always Be Learning – Relentless growth and curiosity
• Your Words Matter – Clarity builds trust
• All for One, One for All – Team before ego
• Take Ownership & Accountability – Own outcomes, no excuses
• Do the Right Thing – Integrity above all else

Schedule

• Full-time role based in Miami, FL at Guerra Wealth Advisors Home Office
• Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments for high-value client engagements.
• Typically from 9:00 - 6:00 PM

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

If you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors’ most valued clients.

Connect with Talent Acquisition: 
Melissa Mills
Tel.: View phone number on ziprecruiter.com
View email address on ziprecruiter.com

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