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 40+ years 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.

In another state, no problem, for the right talent willing to offer Relocation Assistance to join us here in Sunny South Florida!  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 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 - Dedicated associates assigned to you - so you focus only on what you do best: client meetings & financial planning
- On pace can make $300K+ earnings within your first 3 years in role - 200+ new client relationships per year
- Targeted to sit with $200M+ in new assets under management within your first year

$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
• MUST HAVE : Active Series 65 required
• MUSt HAVE : 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