- Conduct comprehensive financial analysis to understand each clients 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
- 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
- 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
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Financial Advisor - Doral, United States - Guerra Wealth Advisors
Description
If you're seeking a role where you can truly impact peoples lives, Guerra Wealth Advisors is calling your name
With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, youre 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
Experience and Competencies For success in this role
Benefits More than the basics
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 companys 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.
