Financial Advisor - Holistic Planning with Ownership Path

Preferred Wealth Advisors; Windsor (WI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Profit sharing

Mentorship

Job summary

Preferred Wealth Advisors in Wisconsin is seeking an experienced advisor who can walk in, sit down with clients, and add value from day one. This is about ownership, not a chair to fill.

You will manage real client relationships and deliver holistic planning across retirement, taxes, risk, estate, education funding, and business-owner planning, coordinating with CPAs and attorneys for integrated advice.

Qualifications

• 2+ years serving clients directly as an advisor.
• Active securities registration in good standing.
• Demonstrated ability to own client relationships with fiduciary responsibility.
• Clean regulatory and compliance record.

Responsibilities

• Lead advisor for a segment of existing client families and new relationships.
• Deliver holistic planning across retirement income, tax strategy, risk, estate, education funding, and business-owner planning.
• Run client meetings end to end: discovery, design, presentation, implementation, follow-through.
• Coordinate with CPAs and attorneys to integrate advice.
• Help shape firm growth, processes, technology, and service model.

Skills

Client relationships

Regulatory compliance

Communication

Teachable mindset

Education

Bachelor's degree in finance or related field

Job description

Preferred Wealth Advisors in Wisconsin is seeking an experienced advisor who can walk in, sit down with clients, and add value from day one. This is about ownership, not a chair to fill.

You will manage real client relationships and deliver holistic planning across retirement, taxes, risk, estate, education funding, and business-owner planning, coordinating with CPAs and attorneys for integrated advice.