Senior Wealth Advisor

Overview

Meet Guerra Wealth Advisors. At Guerra Wealth Advisors, we are 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 have built a boutique firm that combines world-class financial expertise with a deeply personal touch. We educate, empower, and guide families toward financial confidence.

You will spend 90% of your time sitting with clients and prospects, delivering exceptional service while a fully built support infrastructure handles lead generation, administrative support, onboarding, and scheduling. This structure allows you to focus on building relationships, delivering sophisticated advice, and leading at the highest level. If you’re a top-tier financial professional seeking elite earning potential, deep support, and the ability to scale your impact without sacrificing culture or integrity, Guerra Wealth Advisors is calling your name.

The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships. You are a trusted strategist, portfolio architect, and mentor who delivers advanced planning solutions while upholding the highest professional and cultural standards.

This role is designed for accomplished advisors with 7+ years of experience who expect to perform — and be compensated — at an elite level. Senior Wealth Advisors are held to elevated production, leadership, and cultural benchmarks. There should be no Senior Wealth Advisor earning under $200,000 annually. With robust internal support and qualified lead flow, your focus remains on client strategy, relationship expansion, and leadership — not administrative work.

• Lead comprehensive financial planning for middle to high-net-worth and complex clients, including business owners, executives, and multi-generational families.
• Develop and present advanced strategies for tax planning, estate planning, retirement income, and legacy wealth transfer with clear, compelling communication.
• Design, implement, and manage diversified investment portfolios focused on risk-adjusted returns and tax efficiency using firm-approved processes.
• Advise on concentrated stock positions, equity compensation, trust structures, charitable giving, and liquidity events.
• Navigate complex planning scenarios including divorce, inheritance, business succession, and major life transitions.
• Conduct in-depth financial analysis using advanced planning software, cash-flow modeling, and scenario analysis tools.
• Lead client meetings, portfolio reviews, and strategic sessions with C-suite executives and high-net-worth families.
• Serve as the primary relationship manager while collaborating with CPAs, attorneys, estate planners, and internal specialists.
• Mentor and develop junior advisors through coaching, shadowing, and feedback on planning strategy and client communication.
• Identify opportunities to expand assets under management through deepening relationships, referrals, and proactive engagement.
• Represent Guerra Wealth Advisors by hosting client education workshops, seminars, and exclusive client events.
• Maintain current knowledge of regulatory requirements, tax law updates, and advanced planning strategies.
• Uphold Guerra processes, core values, compliance standards, and fiduciary excellence.

Senior Wealth Advisors at Guerra Wealth Advisors 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…