MRS Event

Thank you for attending the Event and stopping by to talk with Guerra Wealth! We look forward to connecting with you further!
If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name w
ith a dedicated team!
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 knowledge to new levels.
If these qualities reflect you and your ambitions, join the Guerra family by applying here!
Experience
Experience in a financial advisor, servicing, marketing or client facing
Internship experience as well
Preferred licenses; but not required: 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.