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.