Wealth Advisor

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we’re redefining what it means to build wealth, retire confidently, and experience elite financial guidance. For over four decades, we’ve served families across South Florida and nationwide with a boutique, relationship-first approach to retirement and wealth planning.

What truly separates us is our people. We are building a team of high-performance closers, relationship builders, and consultative sales professionals who thrive in fast-paced, income-driven environments. Whether your background is in outside sales, mortgage lending, insurance, luxury sales, real estate, or financial services – if you know how to build trust, close business, and create long-term client relationships, we want to meet you.

At Guerra Wealth Advisors, you won’t spend your time cold calling, prospecting endlessly, or buried in paperwork. Our infrastructure is designed so you can focus on what you do best: meeting with qualified prospects, building relationships, delivering value, and closing business. With a fully built marketing, appointment-setting, onboarding, and client service team behind you, this is an opportunity to scale your income and career without building everything from scratch.

Wealth Advisor – A client-facing strategist and trusted partner who helps clients navigate their financial journeys. The Advisor develops tailored financial plans, manages portfolios, implements tax-efficient strategies, and cultivates meaningful relationships.

The Wealth Advisor is a high-performing sales and relationship professional responsible for guiding prospective clients through the planning process and helping families take action toward retirement confidence. Strong closers who can lead conversations, uncover client needs, overcome objections, and confidently ask for business succeed here. The role welcomes professionals from outside sales, mortgage lending, insurance, banking, real estate, luxury sales, and consultative business development backgrounds with proven production and relationship-building history.

• High income potential
• A strong lead flow
• Daily client appointments
• A winning culture
• Elite mentorship
• Clear growth opportunities

Wealth Advisor earnings are not expected to fall below $120,000 annually.

• Conduct comprehensive financial analyses to understand client goals, risk tolerance, and 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 lead generation and administrative teams to ensure a seamless client experience.

• Outside Sales
• Mortgage Lending / Mortgage Sales
• Financial Services Sales
• Insurance Sales
• Wealth Management
• Banking & Private Banking
• Real Estate Sales
• Medical Device Sales
• Luxury Sales
• Business Development
• High-Ticket Consultative Sales

• 3+ years of experience in a client-facing sales or advisory role
• Proven track record of closing business and generating production
• Strong communication and relationship-building skills
• Confident presenter with strong in-person presence
• Highly coachable and performance-driven mindset
• Ability to thrive in a fast-paced, accountability-focused environment
• Active Series 65 required (to obtain within first 90 days of employment)
• Life & Health (2‑14 or 2‑15) license required (to obtain within first 90 days of employment)
• Spanish-speaking strongly preferred, but not required
• Professional appearance and high emotional intelligence

• Trusted advisor relationships built on credibility,…