Jobs at Guerra Wealth Advisors

Client-facing advisor who builds relationships, develops personalized financial plans, manages portfolios, implements tax-efficient strategies, and closes business. Works with lead-generation and service teams, conducts regular client meetings, stays compliant with industry regulations, and pursues ongoing certification and professional development.

Inside-sales role that qualifies warm leads, schedules appointments for financial advisors, maintains CRM records, follows up to maximize conversions, represents the firm at events, tracks performance metrics, supports administrative tasks, and pursues ongoing financial and sales education to progress toward an advisor role.

Serve as primary advisor to high-net-worth and complex clients, delivering advanced tax, estate, retirement, and investment planning. Design and manage diversified portfolios, advise on equity compensation and liquidity events, run cash-flow modeling and scenario analyses, lead client meetings, mentor junior advisors, collaborate with CPAs and attorneys, grow assets under management, and represent the firm through client education and events while ensuring regulatory compliance.

Support New Business by managing client onboarding workflows: update CRM and financial trackers, schedule appointments, prepare AUM paperwork, open and allocate accounts in Fidelity, send meeting recaps, and ensure accurate, compliant client data and timely follow-up to deliver a seamless onboarding experience.

Support New Business team by managing client onboarding, CRM and financial trackers, scheduling and confirming appointments, completing AUM processes, handling account openings/transfers, and ensuring accurate documentation and client communications.