ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
Guerra Wealth Advisors
The Senior Wealth Advisor at Guerra Wealth Advisors serves as the primary advisor for complex and valuable client relationships, delivering advanced financial planning and portfolio management strategies. This high-performing role focuses on building deep client relationships, expanding assets under management, and mentoring junior advisors within a fully supported infrastructure. The position is designed for experienced professionals seeking elite earning potential and leadership opportunities in a boutique wealth management firm.
Guerra Wealth Advisors, established in 1986 and based in Miami, FL, is an independent, fiduciary financial advisory firm specializing in retirement planning for South Florida families. As a registered investment adviser managing over $600M in assets, the firm offers a full spectrum of services including portfolio management, tax planning, estate and legacy planning, and insurance and asset protection planning. Their proprietary GuerraFreedom Plan is a five-step process designed to help clients maximize retirement income, minimize taxes, and protect their financial legacy.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Guerra Wealth Advisors.