Financial Advisor | Holistic Planning | Path to Ownership

We're not back filling a seat. We're looking for a future partner.

Preferred Wealth Advisors is in a strong period of growth, and we're building the team to match it. We're hiring one experienced advisor who can walk in, sit down with clients, and add value in the first month — someone who wants to help shape where this firm goes next, not just fill a chair in it.

This is not a lead-generation role. It's not a call-center desk with a fancy title. You will inherit real relationships with real families who expect real planning.

For the right person, this becomes an ownership opportunity. We are prepared to open a buy-in conversation early — not in ten years, and not as a vague carrot. If you have spent your career building someone else's book with no path to equity, read on.

• Serve as lead advisor for a segment of our existing client families, plus the new relationships you'll help us bring in
• Deliver genuinely holistic planning — retirement income, tax strategy, risk and insurance, estate coordination, education funding, business-owner planning. Not just portfolios.
• Run client meetings end to end: discovery, plan design, presentation, implementation, and the follow-through that actually earns referrals
• Coordinate with clients' CPAs and attorneys so the advice is integrated instead of siloed
• Help shape how this firm grows — process, technology, service model, hiring. Partners get opinions.

• 2+ years serving clients directly as an advisor (we'll consider a strong 2–5 year advisor as readily as a 15-year veteran — what matters is what you did with the time)
• Active securities registration in good standing
• Demonstrated comfort owning client relationships, not just supporting them
• Clean regulatory and compliance record

• Series 7/66 or Series 65 — these are the licenses that let you hit the ground running here
• Life and Health insurance licenses — risk and income protection are core to how we plan, not an afterthought
• Experience with retirement income planning and tax-aware strategy

• CFP® — completed, in progress, or on your someday list. Great if you have it; we're not screening anyone out for not having it.

• Teachable. We want expertise without ego. If your first instinct when someone shows you a better way is to defend the old way, this won't work.
• Genuinely curious about people. The best planning conversations are 80% listening.
• Fiduciary mindset that doesn't require a rulebook. You do right by clients because it's who you are.
• Ownership mentality now, not after the equity. Partners are made before they're named.

• Competitive base salary plus performance bonus and new-business incentive.
• A real path to equity. For the right advisor, a buy-in conversation within 12-24 months - structured, documented, and financeable.
• 401(k) with company match, plus profit sharing
• An existing client base to serve from day one — you are not starting from zero
• Direct mentorship and, more importantly, a seat at the table

We're candid about where we are: we're a growing firm, so the benefits package is lean by design — 401(k) match and profit sharing, and we put the rest into compensation and equity. If you're optimizing for a corporate benefits menu, we're probably not your fit. If you're optimizing for ownership, we might be exactly it.

Preferred Wealth Advisors is an equal opportunity employer.