Guerra Wealth Advisors ยท 18 hours ago
Wealth Advisor
Miami, FL
Full-time
Onsite
Mid Level
$120K/yr - $250K/yr
3+ years exp**Guerra **Wealth Advisors is a boutique firm dedicated to redefining retirement planning and holistic wealth management. The Wealth Advisor will serve as a client-facing strategist, developing tailored financial plans and managing portfolios while cultivating meaningful relationships with clients.
Financial Services
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
Qualification
Required
3+ years of experience in financial advising or related client-facing roles
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
Preferred
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
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
Company
Guerra Wealth Advisors
Formerly known as Guerra Financial Group.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase