Guerra Financial Group Financial Advisor Miami, FL · Full time

The Service Advisor at Guerra Financial Group works directly with clients to service existing accounts. This person should have a strong knowledge of financial products, investment vehicles, and market trends. The Service Advisor will also have excellent interpersonal skills with the ability to establish rapport and credibility with clients.


Join and grow with a reputable family owned and run Financial Advisory Firm. This is an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join an A-team.

Position Requirements:

  • 2+ years working as or with a financial advisor at a a registered investment advisory firm or banking entity in a fast-paced office environment
  • Relevant certifications (CFP, CFA, etc.) are a plus
  • Insurance licensing strongly preferred (Series 65, SIE, 215: Life, Variable Annuity and Health)
  • Excellent leadership and communication skills, with the ability to work collaboratively across departments
  • Exceptional problem-solving and strategic thinking capabilities
  • Strong verbal and written communication skills (English and Spanish preferred)
  • Strong knowledge of financial products, investment vehicles, and market trends
  • Proficiency in financial planning software and customer relationship management (CRM) systems
  • Excellent interpersonal skills with the ability to establish rapport and credibility with clients
  • Strong Microsoft Office skills, including proficiency with Word, Excel, and other computer tools necessary for communication
  • Excellent organizational skills, attention to detail, and possess the ability to work independently or in a team environment
  • Strong business acumen and understanding of the financial services industry

Duties and Responsibilities:

  • Client Discovery and Analysis:
  • Conduct thorough assessments of clients' financial situations, goals, risk tolerance, and investment preferences
  • Analyze clients' current financial positions to develop personalized financial plans tailored to their unique needs
  • Financial Planning and Strategy:
  • Create comprehensive financial plans that encompass investment strategies, retirement planning, tax optimization, estate planning, and risk management
  • Collaborate with clients to set realistic financial goals and develop actionable steps to achieve them
  • Investment Management:
  • Recommend suitable investment strategies aligned with clients' risk profiles and objectives
  • Monitor and manage investment portfolios, adjusting asset allocations and investment selections as market conditions and clients' needs change
  • Retirement and Estate Planning:
  • Develop retirement plans that ensure clients' financial security during their post-retirement years
  • Provide guidance on estate planning, including the creation of wills, trusts, and beneficiary designations
  • Tax Optimization:
  • Identify tax-efficient investment strategies and opportunities to minimize clients' tax liabilities
  • Collaborate with tax professionals to integrate tax planning into clients' overall financial plans
  • Client Communication:
  • Communicate complex financial concepts and strategies in an accessible and understandable manner to clients
  • Conduct regular meetings and reviews with clients to provide updates on their financial plans and address any questions or concerns
  • Regulatory Compliance:
  • Stay up-to-date with industry regulations, compliance standards, and changes in tax laws to ensure client plans are compliant
  • Professional Development:
  • Continuously enhance knowledge and skills through ongoing education and training in financial planning practices and industry trends


  • Growth with and within Guerra
  • Sponsored industry relevant licenses (Series 65, SIE, 215 etc.)
  • Paid Time Off: 12 - 20 days per year
  • 401K or Roth matching plan
  • Health Insurance stipend
  • Industry travel and in-person training
  • Access to personal financial planning

Who is Guerra Financial Group?

Guerra Financial Group is a family owned and run financial advisory firm located in Miami, FL. With 30+ team members we manage over $800 million for over 2,500 clients across the country. As fiduciary advisors, we create customized financial strategies that transform family legacies through retirement planning, insurance and asset protection planning, personal finance coaching, estate planning, tax preparation and planning.



$85,000 - $150,000 per year