Touchstone Wealth · 2 weeks ago
Experienced Financial Advisor
Scottsdale, AZ
Full-time
Hybrid
Senior LevelTouchstone Wealth is dedicated to providing financial peace of mind and creating strong communities. They are seeking experienced Financial Advisors who want to build their practice with innovative support and a flexible approach.
AdviceRetirementWealth Management
Responsibilities
Work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom
Build your practice the way you want to, with the support of a business partner
Utilize state-of-the-art technology platforms and tools
Manage a diversified portfolio of investment, insurance, and retirement solutions
Provide insurance solutions when clients' needs must be met with products not offered by the firm
Differentiate your practice through a unique business markets process
Provide concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
Collaborate with a team of seasoned investment and trust specialists to meet clients' unique estate planning and wealth management needs
Participate in strategic alliance programs to grow your practice through relationships with local financial institutions and professional firms
Qualification
Required
Experience as a Financial Advisor
Ability to build and manage a financial practice
Strong entrepreneurial mindset
Willingness to embrace innovation and cutting-edge technologies
Ability to work collaboratively in a team environment
Strong communication and interpersonal skills
Preferred
Experience with investment, insurance, and retirement solutions
Familiarity with estate planning and wealth management
Experience in building relationships with local financial institutions and professional firms
Benefits
State-of-the-art technology platforms and tools
A diversified portfolio of investment, insurance, and retirement solutions
A one-stop shopping hub for insurance solutions
A unique business markets process
Concierge-level support including access to priority in force service
A team of seasoned investment and trust specialists
Strategic alliance programs
Company
Touchstone Wealth
Touchstone Wealth is a financial advisory firm that provides guidance on retirement, wealth transfer, and investment services.
Founded in 1958
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kelly Sese
Director of Recruiting
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2025-04-15
2025-03-21
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