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 dedicated team handles lead generation, administrative support, and scheduling. This structure allows you to focus on what matters most: building relationships, providing financial guidance, and helping clients achieve their goals.
If you’re seeking a role where you can truly impact people’s lives while being supported by a high-performing team, Guerra Wealth Advisors is calling your name.
Role:
The Wealth Advisor at Guerra Wealth Advisors is a client-facing strategist and trusted partner, helping clients navigate their financial journeys. You will develop tailored financial plans, manage portfolios, and implement tax-efficient strategies while cultivating meaningful relationships. This role is perfect for experienced financial professionals who thrive in a consultative, client-focused environment and want to make a measurable impact on both clients and the firm.
With a robust team providing qualified leads and administrative support, your focus will be on building trust, delivering exceptional service, and growing client relationships.
Responsibilities:
Conduct comprehensive financial analyses to understand client goals, risk tolerance, and financial 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 the lead generation and administrative teams to ensure seamless client experience.
Requirements:
3+ years of experience in financial advising or related client-facing roles.
Preferred licenses: SIE, 2-15, Series 65; additional certifications/licenses (CFP, CFA, Series 66, Series 7, 2-14) are a plus.
Bilingual in English and Spanish strongly preferred.
Strong knowledge of financial products, investment vehicles, and market trends.
Excellent interpersonal skills with a natural ability to build rapport and trust.
Self-motivated, proactive, and eager to grow professionally.
Tech-savvy and comfortable learning new systems, software, and processes.
Team-oriented with a client-first mindset and high ethical standards.
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.
(You Focus on Clients — We Handle the Rest)
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 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:
$120,000–$250,000 Annually (Base Salary + Uncapped Commissions + Performance Bonuses)
High earning potential supported by a lead generation team providing qualified client opportunities.
Benefits:
Base salary plus 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
These define what it means to succeed as an advisor at Guerra Wealth Advisors:
- 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.
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
If you’re ready to leverage your financial expertise, focus on building deep client relationships, and maximize your impact with the support of a dedicated team, this is your opportunity.
Apply today and help shape the financial futures of our clients at Guerra Wealth Advisors.
Skills Required
- 3+ years of experience in financial advising or related client-facing roles
- Preferred licenses: SIE, 2-15, Series 65
- Bilingual in English and Spanish strongly preferred
- Strong knowledge of financial products, investment vehicles, and market trends
- Excellent interpersonal skills with a natural ability to build rapport and trust
- Self-motivated, proactive, and eager to grow professionally
- Tech-savvy and comfortable learning new systems, software, and processes
- Team-oriented with a client-first mindset and high ethical standards
What We Do
Formerly known as Guerra Financial Group. With over 35 years of serving the community, Guerra Financial Group has committed their practice to creating and customizing financial plans for clients who are focused on growing and securing their wealth. Operating under the core values of transparency, integrity and commitment, your prosperity is their priority.
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