77 Best tax specialist Jobs in Miami, Florida (April 2026)

Senior Wealth Advisor ($200,000 - $400,000)

2 days ago

Miami

Job Description Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don't just advise — we educate, empower, and guide families toward financial confidence. Here, you'll spend 90% of your time sitting with clients and prospects, delivering exceptional service while a fully built support infrastructure handles lead generation, administrative support, onboarding, and scheduling. This structure allows you to focus on what matters most: building relationships, delivering sophisticated advice, and leading at the highest level. If you're a top-tier financial professional seeking elite earning potential, deep support, and the ability to scale your impact without sacrificing culture or integrity, Guerra Wealth Advisors is calling your name. Role: Senior Wealth Advisor The Senior Wealth Advisor at Guerra Wealth Advisors is a high-performing, income-driven leader who serves as the primary advisor for the firm’s most complex and valuable client and prospect relationships. You are a trusted strategist, portfolio architect, and mentor who delivers advanced planning solutions while upholding the highest professional and cultural standards. This role is designed for accomplished advisors with 7+ years of experience who expect to perform — and be compensated — at an elite level. Senior Wealth Advisors are held to elevated production, leadership, and cultural benchmarks. There should be no Senior Wealth Advisor earning under $200,000 annually. With robust internal support and qualified lead flow, your focus remains on client strategy, relationship expansion, and leadership — not administrative work. Responsibilities • Lead comprehensive financial planning for middle to high-net-worth and complex clients, including business owners, executives, and multi-generational families., • Develop and present advanced strategies for tax planning, estate planning, retirement income, and legacy wealth transfer with clear, compelling communication., • Design, implement, and manage diversified investment portfolios focused on risk-adjusted returns and tax efficiency using firm-approved processes., • Advise on concentrated stock positions, equity compensation, trust structures, charitable giving, and liquidity events., • Navigate complex planning scenarios including divorce, inheritance, business succession, and major life transitions., • Conduct in-depth financial analysis using advanced planning software, cash-flow modeling, and scenario analysis tools., • Lead client meetings, portfolio reviews, and strategic sessions with C-suite executives and high-net-worth families., • Serve as the primary relationship manager while collaborating with CPAs, attorneys, estate planners, and internal specialists., • Mentor and develop junior advisors through coaching, shadowing, and feedback on planning strategy and client communication., • Identify opportunities to expand assets under management through deepening relationships, referrals, and proactive engagement., • Represent Guerra Wealth Advisors by hosting client education workshops, seminars, and exclusive client events., • Maintain current knowledge of regulatory requirements, tax law updates, and advanced planning strategies., • Marketing Department generating consistent, high-quality lead flow, • Appointment Scheduling Team scheduling and confirming initial introductory meetings, • Director of First Impressions greeting and hosting clients in-office, • Onboarding Specialist transitioning prospects into clients and facilitating asset transfers (documentation), • Life & Annuity Division assisting with insurance product placement and paperwork, • Estate Planning Division guiding clients through the estate planning process, • Wealth Management & Client Service Team handling service requests and ongoing review scheduling, • $200,000 is the minimum expectation for Senior Wealth Advisors, • Over the last six months, all Tier 2 Advisors were on pace to earn $250,000+ annually as a starting benchmark, • 7+ years of experience advising high-net-worth clients, • CFP®, CFA®, ChFC®, or similar advanced designation (strongly preferred), • RICP required within 1 year of hire, • Active Series 65 required (or Series 66 if active), • Life & Health (2-14 or 2-15) license required or ability to obtain immediately, • Language: English (Spanish strongly preferred), • Proven experience in working directly with clients & administering AUM of $50M+, • Expertise in financial planning, portfolio management, and tax-efficient strategies, • Strong leadership presence and mentoring capability, • Exceptional communication skills with boardroom-level confidence, • High ethical standards and fiduciary-first mindset, • Proficiency with modern financial planning technology & softwareWhat We Expect From You, • Elite-level client relationships built on trust, clarity, and results, • Consistent asset growth through referrals, retention, and deeper client engagement, • Leadership in complex planning scenarios that elevate firm capabilities, • Active mentorship and development of junior advisors, • Thought leadership through seminars, workshops, and client education, • Full alignment with Guerra values, processes, and performance standards, • Charisma & Natural Likeability – Speak with energy and confidence., • Knowledge – Demonstrate mastery of financial planning concepts., • Clear Communication Skills – Clients understand what you are saying the first time you say it., • Relentless (WIT – Whatever It Takes) – Go above and beyond expectations., • Always Be Learning – Relentless growth and curiosity, • Your Words Matter – Clarity builds trust, • All for One, One for All – Team before ego, • Take Ownership & Accountability – Own outcomes, no excuses, • Do the Right Thing – Integrity above all elseSchedule, • Full-time role based in Miami, FL at Guerra Wealth Advisors Home Office, • Standard weekday schedule with flexibility for client meetings and occasional evening or weekend appointments for high-value client engagements., • Typically from 9:00 - 6:00 PMBenefits, • Incentive Trips with Owners & Advisors (2025-2026: Mexico, Rome, St. Lucia, Bahamas), • Paid Training - Starting Salary (3 - 6 months), • Uncapped commissions and bonuses, • Significant referral and business development incentives, • 401(k) with company match, • Health, vision, and dental insurance, • 20+ PTO days including holidays and Birthday PTO, • Sponsored advanced training, certifications, and conferences, • Access to personal financial planning services, • Bonus compensation for advanced licenses and certifications (Guerra Growth Lab), • Leadership development, equity consideration, and partnership track Powered by JazzHR KfpodeeXCt

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