Become Part of Our Team

It is the goal of Preferred Trust to provide relevant educational tools and exceptional customer service to support every client in achieving their retirement goals with their tax-advantaged account. To the same degree, it is our goal to provide our employees with the educational tools and team-oriented environment to maximize their employment experience with our company, as well as their career potential.

We are a small team that prides itself in achieving “big box” company results with our focus on working together to provide quality customer service and the highest standard of compliance to maintain the loyalty of our current clients and garner the loyalty new clients. We work hard to accomplish our goals but our fun, “out-of-the-box” company culture and rewards for meeting those goals makes it such a worthwhile experience.

We are looking for people that have the same drive to learn and work hard to join our team.

How to Apply

If you think you would thrive in a team environment and fit in with our core values, then you should apply today! We encourage interested candidates to contact us even if no posted position appears to match your background.

Download Application

Complete the Preferred Trust application and submit it and your resume to

Use the subject line: Becoming Part of the Preferred Trust Team


Sales & Servicing

As a company representative for Preferred Trust, the Sales Team is a crucial part of our company. As the first point of contact for prospective account holders, it is the Sales Team’s job to educate them on how easy it is to get started in self-directing a tax-advantaged account, the benefits of investing in alternative assets so that they can diversify beyond traditional stock portfolios.

Our Customer Service Team specializes in assisting account owners with general account inquiries and are experts at answering any question.

Openings Available

Accounting & Operations

This team is responsible for managing the daily operation of the company, as well as the fiscal functions in accordance with IRS regulations and rigorous standards of compliance as a licensed custodian.

After initiating enrollment in an IRA account at Preferred Trust, our Transfer Team works hand-in-hand to seamlessly transfer funds from other financial institutions to fund the new accounts.

Our Accounting Team processes all IRA payments, contributions, distributions, account statements, and tax documentation.

Openings Available


We believe that employees do their best in an environment where they are healthy and happy.


  • Competitive Salary
  • Bonuses
  • Flexible Time-Off
  • 401k


  • Paid Medical Coverage
  • Paid Dental Coverage
  • Paid Vision Coverage
  • Life Insurance


  • Training Opportunities
  • Team Events
  • Rewards for Accomplishments