Financial Advisor

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 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 Financial 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 :

What We Are Expecting :

Schedule :

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 :

Guerra Core Values

These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values - they'll live them daily.

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.