Miami, FL | Full-Time | Experienced
Are you an accomplished wealth advisor ready to work with high-net-worth clients, access qualified opportunities, and spend more of your time doing what you do best—advising clients and growing relationships?
Guerra Wealth Advisors (GWA) is a South Florida wealth management firm with more than 40 years of experience helping families build, protect, and transfer wealth.
We’re looking for an experienced Senior Wealth Advisor who can lead sophisticated financial planning conversations, manage complex client relationships, and contribute to the continued growth of the firm.
This is not a role where you’ll spend most of your day prospecting or handling administrative tasks. Our established support infrastructure handles lead generation, scheduling, onboarding, and client service so you can focus on clients, strategy, and growth.
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$200,000–$400,000+ annual earning potential
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Uncapped commissions and performance bonuses
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Qualified lead flow and a dedicated support team
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Typically 4–6 client and prospect meetings per day
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Opportunity to work with high-net-worth individuals, executives, business owners, and multi-generational families
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Leadership and mentoring opportunities
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Relocation assistance available for the right candidate
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Established firm with 40+ years of industry experience
As a Senior Wealth Advisor, you’ll serve as a trusted advisor to some of the firm's most important client relationships.
You’ll provide sophisticated financial planning, investment guidance, retirement strategies, and wealth management solutions while building long-term relationships based on trust, clarity, and exceptional service.
This position is ideal for an experienced advisor who is confident in front of clients, understands complex financial planning, and wants the infrastructure and opportunity to perform at a high level.
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Lead comprehensive financial planning engagements for high-net-worth and complex clients.
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Advise business owners, executives, families, and multi-generational households.
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Develop strategies around retirement income, tax planning, estate planning, and wealth transfer.
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Design and manage diversified investment portfolios using firm-approved processes.
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Advise clients on concentrated stock positions, equity compensation, trusts, charitable giving, and liquidity events.
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Navigate complex financial situations, including business succession, inheritance, divorce, and major life transitions.
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Use financial planning software, cash-flow modeling, and scenario analysis to develop recommendations.
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Lead client meetings, portfolio reviews, and strategic planning sessions.
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Build relationships with CPAs, attorneys, estate planners, and other professional advisors.
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Identify opportunities to deepen existing relationships and grow assets under management.
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Generate additional business through referrals, relationship expansion, seminars, and client education.
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Mentor and develop junior advisors through coaching and collaboration.
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Stay current on regulatory requirements, tax developments, and advanced planning strategies.
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Maintain the firm's standards for compliance, professionalism, and fiduciary responsibility.
One of the biggest advantages of joining GWA is the support infrastructure behind our advisors.
You’ll have access to dedicated teams that help manage the operational side of the client experience, including:
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Marketing Team – Generates qualified lead opportunities.
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Appointment Scheduling Team – Schedules and confirms introductory meetings.
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Onboarding Specialist – Helps transition prospects into clients and facilitates asset-transfer documentation.
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Life & Annuity Division – Supports insurance product placement and paperwork.
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Estate Planning Division – Supports clients through the estate planning process.
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Wealth Management & Client Service Team – Handles service requests and ongoing review scheduling.
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Client Events Team – Creates educational and exclusive experiences for clients.
This structure allows you to spend more of your day meeting with clients, providing advice, building relationships, and growing the business.
Uncapped Commissions + Performance Bonuses
This position is designed for experienced advisors who want their compensation to reflect their production and impact.
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$200,000+ is the expected minimum earning level for Senior Wealth Advisors.
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Strong performers have the opportunity to exceed $250,000 annually.
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Top performers can earn significantly more through relationship expansion, referrals, and production.
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Additional incentives are available for advanced licenses and certifications.
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5+ years of experience advising high-net-worth clients.
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Active Series 65 license required.
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Active Life & Health license required — 2-14 or 2-15.
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Proven experience directly managing client relationships.
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Experience managing or advising on $50M+ in assets under management.
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Strong knowledge of financial planning and portfolio management.
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Experience with tax-efficient wealth strategies.
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Excellent communication and presentation skills.
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Strong professional presence and ability to communicate confidently with high-net-worth clients.
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High ethical standards and a fiduciary-first mindset.
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Ability to work independently while collaborating with a broader advisory team.
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CFP®, CFA®, ChFC®, or similar advanced designation.
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Spanish-speaking ability.
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Experience working with executives, business owners, or multi-generational families.
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Strong knowledge of modern financial planning technology and software.
RICP designation required within the first year of employment.
The right person isn't simply an experienced advisor. They're someone who wants to operate at a high level and contribute to a culture built around excellence.
We value advisors who demonstrate:
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Charisma & Likeability – You connect naturally and make clients feel comfortable.
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Knowledge – You understand sophisticated financial planning concepts.
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Clear Communication – You can explain complex financial concepts in a way clients understand.
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Relentless Drive – You take ownership and consistently follow through.
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Process Discipline – You respect systems, standards, and proven processes.
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Integrity – You always put the client's best interests first.
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Leadership – You elevate the people around you and help develop future advisors.
At Guerra Wealth Advisors, our culture is built around five principles:
Always Be Learning
We believe growth comes from continuous learning and curiosity.
Your Words Matter
Clear communication builds trust.
All for One, One for All
We believe the team succeeds together.
Take Ownership & Accountability
We take responsibility for our outcomes.
Do the Right Thing
Integrity comes before everything else.
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Full-time position
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Based at the Guerra Wealth Advisors home office in Miami, FL
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Typically 9:00 AM–6:00 PM
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Weekday schedule with flexibility for occasional evening or weekend client engagements
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Relocation assistance available for qualified candidates relocating to South Florida
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Uncapped commissions and performance bonuses
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Relocation assistance
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Paid training and starting salary during the initial 3–6 months
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401(k) with company match
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Health, dental, and vision insurance
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20+ PTO days, including holidays and birthday PTO
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Sponsored professional training, certifications, and conferences
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Incentive trips and team experiences
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Additional compensation for advanced licenses and certifications
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Leadership development opportunities
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Equity consideration and partnership track
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Access to personal financial planning services
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Dedicated support infrastructure
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Opportunity to build and expand a significant book of business
If you're an experienced wealth advisor who wants to work with sophisticated clients, receive strong operational support, and have the opportunity to earn at an elite level, Guerra Wealth Advisors wants to hear from you.
Apply today and take the next step in building your future with Guerra Wealth Advisors.
