Financial Advisor

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your nameIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you’re able to spend 90% of your time sitting with clients and prospects providing superior service.As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial knowledge to new levels. If these qualities reflect you and your ambitions, join the Guerra family by applying here***Huge plus - have a Lead generated team backing you up with providing you qualified leads***We offer a competitive salary plus uncapped commissions and bonuses, with an annual income potential from $120,000 to $250,000.ResponsibilitiesConduct comprehensive financial analysis to understand each client’s unique goals, risk tolerance, and financial situationDevelop personalized financial plans covering investment, retirement, tax, estate, and legacy protectionAlways put the client's best interest firstMonitor and adjust investment portfolios to align with market conditions and client goalsImplement tax-efficient investment strategies to minimize client tax burdens, coordinating with tax professionals when necessaryCommunicate complex financial concepts in a clear, concise, and approachable manner, fostering trust and understandingConduct regular client meetings to update and address concernsCultivate new opportunities within existing client relationshipsStay informed on industry regulations, compliance, and tax law changesPursue ongoing education to enhance financial planning knowledgeExperience3+ years of experience in a financial advisor or adjacent role – client facingPreferred licenses: SIE, 2-15, Series 65Relevant or adjacent certifications/licenses are a plus (CFP, CFA, Series 66, Series 7, 2-14 etc.)Bilingual in English and Spanish with strong verbal and written communication skills in both languagesStrong knowledge of financial products, investment vehicles, and market trendsExcellent interpersonal skills with the ability to establish rapport and trust with clientsMust be a go-getter, team-player, and hungry for knowledge and growthTech-savvy with the ability and willingness to learn new systems, softwares and processesBenefitsCompetitive salaryUncapped commission structureTeam Bonuses, Referral BonusesCompletion Bonuses for industry relevant licenses/certificationsSponsored industry travel and in-person trainingPTO: 20+ daysNational Paid Holidays401K or Roth matching planHealth insurance reimbursement programAccess to personal financial planningGrowth and developmentAbout Guerra Wealth AdvisorsGuerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. With over 38 years helping our community already, our vision is to become the most trusted and reputable firm in the country.Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.Who referred you to this position? Enter their first and last name here.What's your citizenship / employment eligibility?What languages do you speak fluently?*Have you ever been convicted of a felony?* #J-18808-Ljbffr