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

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 5+ 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 Why Advisors Choose GWA

$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 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

• 5+ years of experience advising high-net-worth clients
• CFP, CFA, ChFC, or similar advanced designation (strongly preferred, not required)
• RICP required within 1 year of hire
• Active Series 65 required
• Life & Health (2-14 or 2-15) license required
• Language: English (Spanish speaking a HUGE plus)
• 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 Standards - What we are looking for:

• 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

• 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)
• Relocation Assistance offered
• 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