What are the responsibilities and job description for the Financial Advisor position at Preferred Wealth Advisors?
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 derek@preferredwealthadvisors.com.