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Financial Planning Specialist

2 months ago

Miami, United States Guerra Wealth Advisors Full time

About the Role

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 planning expertise to new levels.

Key Responsibilities

  • Conduct comprehensive financial analysis to understand each client's unique goals, risk tolerance, and financial situation
  • Develop personalized financial plans covering investment, retirement, tax, estate, and legacy protection
  • Always put the client's best interest first
  • Monitor and adjust investment portfolios to align with market conditions and client goals
  • Implement tax-efficient investment strategies to minimize client tax burdens, coordinating with tax professionals when necessary
  • Communicate complex financial concepts in a clear, concise, and approachable manner, fostering trust and understanding
  • Conduct regular client meetings to update and address concerns
  • Cultivate new opportunities within existing client relationships
  • Stay informed on industry regulations, compliance, and tax law changes
  • Pursue ongoing education to enhance financial planning knowledge

Requirements and Qualifications

  • 3+ years of experience in a financial advisor or adjacent role – client facing
  • Preferred licenses: SIE, 2-15, Series 65
  • Relevant 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 languages
  • Strong knowledge of financial products, investment vehicles, and market trends
  • Excellent interpersonal skills with the ability to establish rapport and trust with clients
  • Must be a go-getter, team player, and hungry for knowledge and growth
  • Tech-savvy with the ability and willingness to learn new systems, softwares and processes

Benefits and Perks

  • Uncapped commission structure and competitive salary
  • Your exclusive dedicated team of 6+ members including a lead generation marketing team, appointment setter, application specialist, paraplanner, AUM & insurance manager, wealth management associate, and team assistant
  • Completion bonuses for RICP, WMCP, CFP, ChFP, and other certifications
  • Sponsored industry travel and in-person training
  • Sales incentive trips
  • PTO: 20+ days
  • 401K or Roth matching plan
  • Health insurance reimbursement