Senior Wealth 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 sophisticated financial guidance, and mentoring the next generation of advisors.

If you're a seasoned financial professional seeking a role where you can maximize your impact, lead complex client engagements, and shape the future of a thriving firm, Guerra Wealth Advisors is calling your name.

The Senior Wealth Advisor at Guerra Wealth Advisors is a trusted strategist, portfolio architect, and mentor who serves as the primary advisor for the firm's most complex client relationships. You will develop comprehensive wealth management solutions, navigate intricate financial scenarios, and provide leadership to junior advisors while cultivating deep, multi-generational client partnerships.

This role is perfect for accomplished financial professionals with 7+ years of experience who excel at handling high-net-worth clients, sophisticated planning strategies, and want to make a lasting impact on both clients and the firm's culture. With a robust team providing qualified leads and administrative support, your focus will be on delivering elite-level guidance, expanding client relationships, and mentoring the advisory team.

• Lead comprehensive financial planning for high-net-worth and complex client situations including business owners, executives, and multi-generational families.
• Develop sophisticated strategies encompassing advanced tax planning, estate planning, retirement income distribution, and legacy wealth transfer.
• Design and manage diversified investment portfolios with emphasis on risk-adjusted returns and tax efficiency.
• Provide strategic guidance on concentrated stock positions, equity compensation, trust structures, and charitable giving strategies.
• Navigate complex scenarios including divorce settlements, business succession planning, and inheritance management.
• Conduct in-depth financial analyses using advanced planning tools and modeling techniques.
• Communicate intricate financial concepts with clarity and confidence to clients and their professional advisors (CPAs, attorneys, estate planners).
• Lead regular client meetings, reviews, and strategic planning sessions with C-suite executives and business owners.
• Mentor and develop junior advisors, providing coaching on technical skills and client relationship management.
• Identify opportunities to deepen existing relationships and expand assets under management.
• Represent the firm at high-level networking events, conferences, and speaking engagements.
• Stay at the forefront of industry trends, regulatory changes, tax legislation, and emerging planning strategies.
• Collaborate with internal teams to ensure seamless execution and world-class client experience.
• Contribute to firm strategy, thought leadership, and best practices development.
• Pursue advanced education and maintain elite professional designations.

• 7+ years of experience as a financial advisor serving high-net-worth clients.
• CFP (Certified Financial Planner), CFA, ChFC, or advanced designations strongly preferred.
• RICP Required.
• Active Series 65 required;
  Series 7 is a plus.
• Life & Health licenses (2-14) required or ability to obtain immediately.
• Bilingual in English and Spanish strongly preferred.
• Proven track record managing $50M+ in assets under management.
• Deep expertise in advanced financial planning, portfolio management, and tax-efficient strategies.
• Experience with complex estate planning, trust structures, and multi-generational wealth transfer.
• Exceptional interpersonal and communication skills with ability to command presence in boardrooms.
• Strong leadership and mentoring abilities with a commitment to developing others.
• Strategic thinker with business development acumen and relationship-building prowess.
• Impeccable ethical standards and fiduciary mindset.
• Tech-savvy with proficiency in financial planning software.

• Elite-level client relationships built on trust, expertise, and extraordinary service delivery.
• Consistent growth in assets under management through client retention, referrals, and expanded relationships.
• Leadership in complex planning scenarios that elevate the firm's reputation and capabilities.
• Active mentorship of junior advisors, fostering a culture of excellence and continuous improvement.
• Thought leadership contributions…