About this role
Senior Wealth Advisor ($200,000 - $400,000) at Guerra Wealth Advisors. Location: Miami, Florida, United States. Role: leading planning, developing strategies, managing portfolios Requirements: 7+ years advising high-net-worth clients; Series 65, RICP (within 1 year), and Life & Health licensing (2-14 or 2-15) required/obtainable; CFP/CFA/ChFC preferred; fiduciary mindset and proficiency with financial planning technology. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cfa, chfc, ricp, series 65, life & health 2-14, life & health 2-15 Commitment: Full Time Workplace: Onsite Languages: English, Spanish