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Wealth Advisor ($120,000 - $250,000) @ Guerra Wealth Advisors

Miami, Florida, United StatesOnsiteFull Time
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About this role

Wealth Advisor ($120,000 - $250,000) at Guerra Wealth Advisors. Location: Miami, Florida, United States. Role: conducting analysis, developing plans, managing portfolios Requirements: 3+ years client-facing sales/advisory experience; proven production and closing ability; strong communication and presentation skills; Series 65 and Life & Health (2-14 or 2-15) licenses required/obtainable within 90 days; Spanish preferred. Category: Sales Seniority: Mid Level Certifications: series 65, life & health 2-14, life & health 2-15 Commitment: Full Time Workplace: Onsite Languages: Spanish, English

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