Wealth Advisor ($120,000 - $250,000)

Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we’re redefining what it means to build wealth, retire confidently, and experience elite financial guidance. For over four decades, we’ve served families across South Florida and nationwide with a boutique, relationship-first approach to retirement and wealth planning. What truly separates us is our people. We are building a team of high-performance closers, relationship builders, and consultative sales professionals who thrive in fast-paced, income-driven environments. Whether your background is in outside sales, mortgage lending, insurance, luxury sales, real estate, or financial services – if you know how to build trust, close business, and create long-term client relationships, we want to meet you. At Guerra Wealth Advisors, you won’t spend your time cold calling, prospecting endlessly, or buried in paperwork. Our infrastructure is designed so you can focus on what you do best: meeting with qualified prospects, building relationships, delivering value, and closing business. With a fully built marketing, appointment-setting, onboarding, and client service team behind you, this is an opportunity to scale your income and career without building everything from scratch. Role Wealth Advisor – A client-facing strategist and trusted partner who helps clients navigate their financial journeys. The Advisor develops tailored financial plans, manages portfolios, implements tax-efficient strategies, and cultivates meaningful relationships. The Wealth Advisor is a high-performing sales and relationship professional responsible for guiding prospective clients through the planning process and helping families take action toward retirement confidence. Strong closers who can lead conversations, uncover client needs, overcome objections, and confidently ask for business succeed here. The role welcomes professionals from outside sales, mortgage lending, insurance, banking, real estate, luxury sales, and consultative business development backgrounds with proven production and relationship-building history. Key Benefits High income potential A strong lead flow Daily client appointments A winning culture Elite mentorship Clear growth opportunities Wealth Advisor earnings are not expected to fall below $120,000 annually. Responsibilities Conduct comprehensive financial analyses to understand client goals, risk tolerance, and situations. Develop personalized financial plans covering investment, retirement, tax, estate, and legacy strategies. Monitor and adjust investment portfolios to align with market conditions and client objectives. Implement tax-efficient strategies and coordinate with tax professionals when needed. Communicate complex financial concepts clearly, fostering trust and understanding. Conduct regular client meetings to update, educate, and address concerns. Identify opportunities to expand services within existing client relationships. Stay informed on industry regulations, compliance requirements, and tax law changes. Pursue ongoing education to deepen financial planning knowledge and maintain professional certifications. Collaborate closely with lead generation and administrative teams to ensure a seamless client experience. Ideal Backgrounds Outside Sales Mortgage Lending / Mortgage Sales Financial Services Sales Insurance Sales Wealth Management Banking & Private Banking Real Estate Sales Medical Device Sales Luxury Sales Business Development High-Ticket Consultative Sales Requirements 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 Confident presenter with strong in-person presence Highly coachable and performance-driven mindset Ability to thrive in a fast-paced, accountability-focused environment 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) Spanish-speaking strongly preferred, but not required Professional appearance and high emotional intelligence What We Are Expecting Trusted advisor relationships built on credibility, professionalism, and client-focused service. Growth in client base and assets under management through exceptional service and referral generation. Regularly updated client records and proactive follow-up on all leads and opportunities. Collaboration with internal teams to optimize client engagement and satisfaction. Measurable contribution to firm growth and success. Schedule Full-time role based in Miami, FL (office and client meeting locations). Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments. Advisor Support Infrastructure (You Focus on Clients — We Handle the Rest) 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 Compensation $120,000–$250,000 Annually (Uncapped Commissions + Performance Bonuses) Benefits Uncapped commission and performance incentives Referral and business development bonuses 401(k) with company match Health insurance, Vision and Dental options 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for certifications and licenses (Guerra Growth Lab) Career advancement within a growing, established firm Culture of continuous learning, professional growth, and team collaboration Advisor Core Values Charisma & Natural Like-ability – 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 #J-18808-Ljbffr