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Career Opportunities

Our organization is expanding!

Our organizations: Preferred Wealth Management, Preferred Financial Group and Preferred Group are a group of independent financial services and insurance firms that allow you, the Independent Producer, to choose the business segments you wish to operate within. We have been in business since 2003 and are looking to expand our Independent Producer relationships for all three of our companies.

We strive to build business relationships with Producers who put their client's needs first. We research, analyze and plan innovative strategies to help preserve what is important to each client and ask those on our team to do the same. Your clients are as important to us as they are to you!

We offer:

  • An independent environment
  • Multiple Broker-Dealer options
  • An independent RIA
  • Compliance support
  • Marketing support
  • No traditional fixed business restrictions
  • Reduced operating costs
  • Excellent income potential

“You're in business for yourself but not by yourself!”

If you're interested in the possibility of joining one or all of our independent organizations, please email your cover letter and resume to: or fax to 602.494.6030 Attn: Nancy Swanson

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