Senior Wealth Advisor: Elite Planning Leadership
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-16
Listing for:
Guerra Financial Group
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Guerra Wealth Advisors in Miami seeks a Senior Wealth Advisor to lead top-tier client relationships and provide advanced planning and portfolio management. Expect 4–6 client meetings daily with robust internal support, marketing lead flow, and a performance-based compensation structure.
Requirements include 7+ years with high-net-worth clients, CFP/CFA/ChFC preferred, Series 65 and life/health licenses within 90 days, and English (Spanish preferred).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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