Financial Advisor

Job Title: Financial Advisor

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