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    Financial Advisor - Doral, United States - Guerra Wealth Advisors

    Guerra Wealth Advisors
    Guerra Wealth Advisors Doral, United States

    3 weeks ago

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    Description
    If 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 planning expertise to new levels.

    If these qualities reflect you and your ambitions, join us today by applying here

    Objectives and 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

    Experience and Competencies – For success in this role

    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 – More than the basics

    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 and ChFP certifications
    Sponsored industry travel and in-person training
    Sales incentive trips


    PTO:
    20+ days
    401K or Roth matching plan
    Health insurance reimbursement

    About Guerra Wealth Advisors


    Guerra 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. 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.

    #J-18808-Ljbffr
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