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Wealth Reviews Jobs (NOW HIRING)

Heritage Wealth Advisors

Wealth Advisor

Richmond, VA · On-site

Review and advance planning strategies , including estate documents, balance sheets, cash flow ... About Heritage Heritage Wealth Advisors is an independently owned Registered Investment Advisor and ...

Seven Springs Wealth Group LLC

... reviews, require substantially more. The entities have bookkeepers, and the largest has its own ... Wealth management, financial planning, or investment advisory * Corporate finance, FP&A, strategic ...

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Hurricane, WV · On-site

GENERAL We are currently seeking a Wealth Advisor to work directly with our clients and to assist ... Client meeting preparation: review all required paperwork prior to meetings. * Actively engage with ...

Corient Private Wealth LLC

Wealth Advisor

Houston, TX · On-site

... wealth for future generations, and provide for the people, causes and communities they care about ... Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead ...

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

Wealth Advisor General A Wealth Advisor plays a pivotal role in managing and growing relationships ... Develop Investment Policy Statements (IPS) and conduct annual reviews and updates, ensuring ...

Wealth Architects

Associate Wealth Architect

Mountain View, CA · On-site

$21.75 - $25/hr

The Associate Wealth Architect works directly with the Wealth Architects and clients to assist with ... Follow Client Review Process: prepare materials for client meetings (including Meeting Flight ...

Cetera Financial Group

Wealth Advisor

Wilmington, NC · On-site

Our team will review and connect with you to discuss roles that align with your experience and career goals. REV Federal Credit Union Job Details Description Position Purpose The Wealth Advisor is ...

Cetera Financial Group

Our team will review and connect with you to discuss roles that align with your experience and career goals. REV Federal Credit Union Job Details Description Position Purpose The Wealth Advisor is ...

Corient Private Wealth LLC

Wealth Advisor

San Antonio, TX · On-site

... wealth for future generations, and provide for the people, causes and communities they care about ... Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA · On-site

Review work completed by junior team members and provide guidance and feedback to support their development. * Leverage the time and expertise of Senior Wealth Advisors by assisting with and, at ...

HB Wealth

Associate Wealth Advisor

Atlanta, GA

Review work completed by junior team members and provide guidance and feedback to support their development. * Leverage the time and expertise of Senior Wealth Advisors by assisting with and, at ...

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Wealth Reviews information

See salary details

$75K

$97.7K

$117K

How much do wealth reviews jobs pay per year?

As of Sep 9, 2026, the average yearly pay for wealth reviews in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What are wealth reviews?

Wealth Reviews are comprehensive assessments of a client's financial situation, typically conducted by financial advisors or wealth managers. These reviews evaluate assets, liabilities, income, expenses, and investment portfolios to ensure that financial strategies align with the client’s goals. The process often includes analyzing risk tolerance, estate planning, tax considerations, and retirement planning. Wealth Reviews help clients optimize their financial plans and make informed decisions about their future. Regular reviews are recommended to adapt to changing life circumstances and market conditions.

What are common challenges faced by professionals in wealth reviews, and how can they be managed effectively?

Professionals in Wealth Reviews often encounter challenges such as staying updated with evolving regulatory requirements, managing complex client portfolios, and balancing thorough due diligence with timely service delivery. Effective management involves ongoing training, leveraging compliance resources, and using robust digital tools to streamline documentation and analysis. Strong communication with both clients and internal teams is also crucial to ensure accuracy and build trust throughout the review process.

What are the key skills and qualifications needed to thrive as a wealth review analyst, and why are they important?

To thrive as a Wealth Review Analyst, you need a solid background in finance, investment analysis, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and customer relationship management (CRM) tools is typically required. Strong analytical thinking, attention to detail, and effective communication skills set top performers apart in this role. These capabilities ensure accurate assessments, tailored financial recommendations, and trust-building with clients, which are critical for client satisfaction and regulatory adherence.

What is the difference between Wealth Reviews vs Financial Advisor?

AspectWealth ReviewsFinancial Advisor
CredentialsMay include certifications like CFP, CFA, or industry-specific reviewsTypically requires CFP, CFA, or similar financial planning certifications
Work EnvironmentOnline platforms, review sites, or consulting firmsClient offices, banks, or independent practices
Employer & Industry UsageUsed by consumers to evaluate financial servicesHired by clients for personalized financial planning
Search & Comparison IntentResearching reputation and service quality of financial professionalsSeeking personalized financial advice and planning

Wealth Reviews primarily focus on evaluating and comparing financial professionals or firms based on client feedback and service quality. Financial Advisors, on the other hand, provide personalized financial planning and investment advice directly to clients. While both are related to financial services, Wealth Reviews help consumers make informed decisions about which Financial Advisor to choose.

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What cities are hiring for Wealth Reviews jobs?

Cities with the most Wealth Reviews job openings:

What states have the most Wealth Reviews jobs?

States with the most job openings for Wealth Reviews jobs include:

What are popular job titles for Wealth Reviews?

Popular job titles for Wealth Reviews:

Wealth Reviews jobs near you
Infographic showing various Wealth Reviews job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 88% Full Time, 8% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

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

Miami, FL • On-site

Guerra Wealth Advisors
Finance and Insurance • 11 - 50 employees
Learn more about Guerra Wealth Advisorsexternal

$200K - $400K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

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 40+ years 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.
In another state, no problem, for the right talent willing to offer Relocation Assistance to join us here in Sunny South Florida!
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 5+ 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.
  • Uphold Guerra processes, core values, compliance standards, and fiduciary excellence.
Advisor Support Infrastructure (You Focus on Clients - We Handle the Rest)
Senior Wealth Advisors at GWA are supported by a fully built enterprise-level platform, including:
  • 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
  • Exclusive Client Events Team providing private, invitation-only experiences for your clients

This structure enables Senior Wealth Advisors to meet with clients and prospects throughout the day (4 - 6 meetings) while the team maintains and delivers a premium client experience.
Compensation
Why Advisors Choose GWA
- Dedicated associates assigned to you - so you focus only on what you do best: client meetings & financial planning
- On pace can make $300K+ earnings within your first 3 years in role - 200+ new client relationships per year
- Targeted to sit with $200M+ in new assets under management within your first year
$200,000 - $400,000+ Annually
(Uncapped Commissions + Performance Bonuses)
  • $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
  • Top performers significantly exceed this range through relationship expansion and referrals

The average income of a Senior Wealth Advisor at GWA exceeds industry norms. This role is designed for advisors who are motivated by delivering exceptional results & advice to client & works great under a performance-based compensation structure.
Requirements
  • 5+ years of experience advising high-net-worth clients
  • CFP®, CFA®, ChFC®, or similar advanced designation (strongly preferred, not required)
  • RICP required within 1 year of hire
  • MUST HAVE: Active Series 65 required
  • MUSt HAVE: Life & Health (2-14 or 2-15) license required
  • Language: English (Spanish speaking a HUGE plus)
  • 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 & software
What 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
  • Measurable contribution to firm growth, reputation, and culture
Advisor Standards - What we are looking for:
These define what it means to succeed as an advisor at Guerra Wealth Advisors:
  • 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.
  • Process Driven - Respect and follow the systems, processes, and standards.
Guerra Wealth Advisors Core Values
These are the heart of who we are:
  • 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 else
Schedule
  • 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 PM
Benefits
  • Incentive Trips with Owners & Advisors (2025-2026: Mexico, Rome, St. Lucia, Bahamas)
  • Paid Training - Starting Salary (3 - 6 months)
  • Relocation Assistance offered
  • 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
  • Culture of excellence, growth, and accountability

If you're ready to operate at the highest level, earn what top advisors should earn, and lead within a firm built to support elite performance, apply today and help shape the financial futures of Guerra Wealth Advisors' most valued clients.
Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
[email protected]

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