Bookkeeper / Controller

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 blends world-class financial expertise with a deeply personal touch.

We don't just advise we educate, empower, and guide families toward financial confidence. Behind every great advisory team is a rock-solid financial foundation, and that's where you come in.

If you're a detail-oriented financial professional who thrives on accuracy, loves bringing order to complexity, and wants to be the financial backbone of a growing wealth management firm, Guerra Wealth Advisors is calling your name.

Be the financial engine that powers our mission.

Role : Bookkeeper / Controller

The Bookkeeper / Controller is the financial architect behind Guerra Wealth Advisors' operational excellence. You'll oversee all accounting functions, financial reporting, and payroll for our RIA, ensuring accurate financial records and strategic insights that drive informed business decisions.

This role is perfect for someone with 35 years of accounting experience (preferably in financial services or RIA environments), strong technical skills, and a proactive approach to financial management. You'll work closely with leadership to maintain financial integrity, optimize processes, and support the firm's continued growth.

Responsibilities :

• Manage full-cycle accounting including accounts payable, accounts receivable, and general ledger maintenance.
• Prepare monthly, quarterly, and annual financial statements and reports for leadership review.
• Oversee payroll processing, benefits administration tracking, and commission calculations.
• Ensure RIA regulatory compliance including ADV filings, fee billing reconciliations, and audit preparation.
• Monitor cash flow, budgets, and expense management to support strategic planning.
• Reconcile bank accounts, credit cards, and investment accounts monthly.
• Coordinate with external CPAs for tax preparation and annual audits.
• Implement and maintain internal controls to safeguard firm assets.
• Manage vendor relationships and negotiate terms for cost efficiency.
• Track and report on key financial metrics and KPIs for business performance.
• Maintain organized financial records and documentation for compliance purposes.
• Assist with special projects, financial analysis, and process improvement initiatives.
• Stay current on accounting standards, tax regulations, and RIA compliance requirements.

Requirements :

What We Are Expecting :

Schedule :

Compensation :

$70,000$95,000 Annually (Based on experience and qualifications)

Competitive salary with performance-based bonus opportunities.

Benefits :

Guerra Core Values :

These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values they'll live them daily.

Always Be Learning : Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.

Your Words Matter : Speak with clarity and intent. Every word builds trust or breaks it.

All for One, One for All : We win together. No egos, no silos just teamwork and shared accountability.

Take Ownership and Accountability : Own the outcome. No excuses. Follow through and get it done.

Do the Right Thing : Integrity first, always. Choose what's right over what's easy even when no one's watching.

If you're ready to be the financial cornerstone of a thriving wealth management firm and ensure every number tells the story of our success, this is your opportunity.

Apply today and help us build a rock-solid financial foundation at Guerra Wealth Advisors.