Preferred Wealth Advisors
Financial Advisor at Preferred Wealth Advisors
Job Type: Full-time, Monday - Friday (approximately 8am – 5pm)
Number of Hires for this role: 1
Business Overview Preferred Wealth Advisors is a trusted financial planning and wealth management firm based in Windsor, Wisconsin. We take a holistic and client-centric approach to financial planning, guiding clients through investment strategies, retirement planning, estate strategy, risk management, and more. Our firm prioritizes education and building deep, long-term relationships, ensuring clients feel informed and confident in their financial future.
Job Summary We are seeking an experienced and highly motivated Financial Advisor to join our growing team. The ideal candidate will embrace our service-driven approach, deliver customized financial strategies, and build meaningful relationships with clients. In this role, you will provide comprehensive financial advice, help clients pursue long-term goals, and contribute to the firm’s overall success.
Essential Duties and Responsibilities
Collaborate with senior advisors to develop comprehensive financial plans tailored to clients' needs.
Conduct market research and analysis to support investment strategies.
Manage client portfolios and monitor investment performance.
Prepare and present financial reports and recommendations to clients.
Build and maintain strong client relationships through regular communication and follow-ups.
Stay informed about industry trends, regulations, and best practices.
Qualifications
Bachelor’s degree in Finance, Business, Economics, or a related field
Experience in financial planning, wealth management, or similar roles
FINRA Series 7 and Series 66 licenses (or the ability to obtain them within the first year of employment).
Wisconsin Life and Health insurance licenses (or the ability to obtain within the first year of employment).
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Positive attitude and professional demeanor.
Ability to work collaboratively in a team environment.
Proficiency in financial software.
Motivated self-starter with ability to analyze and problem solve.
Ability to maintain strict confidentiality.
Preferred Skills
Knowledge of investment products and financial planning strategies.
Strong organizational skills and ability to manage multiple priorities.
Requirements This is not a Remote position. Candidate must be able to work on-site at our office in Windsor, WI. Please apply only if you can meet this requirement.
What We Offer
Competitive salary and/or fee and commission structure.
Company 401(k) Plan.
Opportunities for professional development and continuing education.
A supportive and collaborative work environment.
How to Apply Interested candidates should submit their resume to derek@preferredwealthadvisors.com.
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Finance and Sales
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Number of Hires for this role: 1
Business Overview Preferred Wealth Advisors is a trusted financial planning and wealth management firm based in Windsor, Wisconsin. We take a holistic and client-centric approach to financial planning, guiding clients through investment strategies, retirement planning, estate strategy, risk management, and more. Our firm prioritizes education and building deep, long-term relationships, ensuring clients feel informed and confident in their financial future.
Job Summary We are seeking an experienced and highly motivated Financial Advisor to join our growing team. The ideal candidate will embrace our service-driven approach, deliver customized financial strategies, and build meaningful relationships with clients. In this role, you will provide comprehensive financial advice, help clients pursue long-term goals, and contribute to the firm’s overall success.
Essential Duties and Responsibilities
Collaborate with senior advisors to develop comprehensive financial plans tailored to clients' needs.
Conduct market research and analysis to support investment strategies.
Manage client portfolios and monitor investment performance.
Prepare and present financial reports and recommendations to clients.
Build and maintain strong client relationships through regular communication and follow-ups.
Stay informed about industry trends, regulations, and best practices.
Qualifications
Bachelor’s degree in Finance, Business, Economics, or a related field
Experience in financial planning, wealth management, or similar roles
FINRA Series 7 and Series 66 licenses (or the ability to obtain them within the first year of employment).
Wisconsin Life and Health insurance licenses (or the ability to obtain within the first year of employment).
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Positive attitude and professional demeanor.
Ability to work collaboratively in a team environment.
Proficiency in financial software.
Motivated self-starter with ability to analyze and problem solve.
Ability to maintain strict confidentiality.
Preferred Skills
Knowledge of investment products and financial planning strategies.
Strong organizational skills and ability to manage multiple priorities.
Requirements This is not a Remote position. Candidate must be able to work on-site at our office in Windsor, WI. Please apply only if you can meet this requirement.
What We Offer
Competitive salary and/or fee and commission structure.
Company 401(k) Plan.
Opportunities for professional development and continuing education.
A supportive and collaborative work environment.
How to Apply Interested candidates should submit their resume to derek@preferredwealthadvisors.com.
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Finance and Sales
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