Miami Retirement Summit

Experience

• Experience in a financial advisor, servicing, marketing or 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 

• Competitive salary
• Uncapped commission structure
• Team Bonuses, Referral Bonuses
• Completion Bonuses for industry relevant licenses/certifications
• Sponsored industry travel and in-person training
• PTO: 20+ days
• National Paid Holidays
• 401K or Roth matching plan
• Health insurance reimbursement program
• Access to personal financial planning
• Growth and development!

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. 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.