Guerra Wealth Advisors

If you're seeing this—it's your sign to book an appointment with one of our Wealth Advisors! 💼✨ Your first consultation is FREE and there’s no obligation, just personalized advice. We specialize in all things retirement planning, from maximizing Social Security to building the perfect investment strategy. Your future self will thank you! 😊 Ready to get started? https://lnkd.in/efpwzrig #retirementplanning #investments #taxplanning

WE'RE HIRING 🙌 Are you a natural connector who loves to see results? We’re searching for someone who thrives on building relationships and making things happen. Whether your experience lies in client success, sales, relationship banking, or a related field, we believe your expertise can shine with us. We're looking for a dynamic, personable professional who can effortlessly engage with clients, manage referrals, and support our marketing efforts. If you're driven by goals and love being part of a fast-paced environment, this could be your perfect opportunity. 🌟 Don’t just work—grow with us. Apply here: https://lnkd.in/e4T7cp9u #CareerOpportunity #ClientRelationshipSpecialist #FinancialCareers

A huge thank you to one of our sponsors from the 2024 Miami Retirement Summit! 🪽Visiting Angels specializes in quality home care for seniors in the Miami area, and we appreciate their mission in improving the quality of life for many in our community- something we work on everyday! 👉 Get to know more about Visiting Angels on their website: https://lnkd.in/euptPVN9

Are you a Paralegal looking to grow both professionally and personally?? If so, this is your sign to join the Guerra team 👀 We’re looking for a dedicated Estate Planning Paralegal to be the key link between clients and financial advisors. In this role, you’ll provide exceptional, personalized service, build long-term relationships, and work with a dynamic team. Core responsibilities: 🔹 Meet with clients to tailor estate planning services 🔹 Manage and organize client files and documentation 🔹 Coordinate estate planning documents and client meetings 🔹 Conduct legal research and stay updated on industry changes 👉 Ready to elevate your career and impact lives? Apply today: https://lnkd.in/gtpsy2kF #jobopenings #miamijobopening #paralegal

Jimmy in his natural habitat: educating and inspiring others 😎 Jimmy gave two powerful presentations on both Estate Planning and Advanced Tax Strategies at the 2024 Miami Retirement Summit! 👏 💸 #retirementstrategies #retirementplanning #estateplanning 

One word to describe the 2024 Miami Retirement Summit? Impactful. 🔥 Fabian and Sebastian delivered strong messages that exemplified who we are: guardians of generational wealth 🛡 There's nothing more important to us than helping families achieve financial freedom. If you didn't make it this time- we can't wait to see you next year! #financialfreedom #financialadvisor #legacyplanning

Are you a natural connector who loves to see results? We’re searching for someone who thrives on building relationships and making things happen. Whether your experience lies in client success, sales, relationship banking, or a related field, we believe your expertise can shine with us. We're looking for a dynamic, personable professional who can effortlessly engage with clients, manage referrals, and support our marketing efforts. If you're driven by goals and love being part of a fast-paced environment, this could be your perfect opportunity. 🌟 Don’t just work—grow with us. Apply here: https://lnkd.in/eTXn7fik #CareerOpportunity #ClientRelationshipSpecialist #FinancialCareers

Thrilled to have hosted Ed Slott, America's leading IRA Expert, at the Miami Retirement Summit! With over 30 years of experience and a wealth of knowledge, Ed shared invaluable insights on maximizing IRAs and securing a confident, thriving retirement ⭐ His expertise has empowered countless individuals to take control of their financial futures, and his session was packed with actionable strategies. Thank you, Ed, for guiding us toward smarter retirement planning! 🌟 #MiamiRetirementSummit #EdSlott #IRAExpert #RetirementConfidence #FinancialPlanning

Thank you to our spectacular sponsors and vendors for making the 2024 Miami Retirement Summit an unforgettable day! 🌟 Your support helped us not only educate our attendees on crucial financial matters but also introduced them to important community resources. Special thanks to: ⭐ Midland National ⭐ AvMed ⭐ Habitat for Humanity ⭐ Feeding South Florida ⭐ Security Benefit ⭐ Allianz ⭐ Oldies 95.3 ⭐ 4Kids Thank you for your invaluable contributions! #MiamiRetirementSummit #ThankYouSponsors #CommunityFirst

🌟 Join Our Team as a Client Relationship Specialist! 🌟 Are you passionate about building meaningful connections and driving results? If so, we’re looking for someone like you! Whether you come from client success management, sales, relationship banking, or a related field, your expertise could be just what we need. We're seeking a personable, goal-oriented individual who can effortlessly connect with clients, manage referrals, and support our marketing events. If you're driven to make an impact and thrive in a dynamic environment, we want to meet you! 🚀 Elevate your career with us! Apply now: https://lnkd.in/eTXn7fik #JoinOurTeam #ClientRelationshipSpecialist #FinancialCareers