Touchstone Wealth · 1 day ago
Financial Advisor
Touchstone Wealth is dedicated to providing financial peace of mind and creating strong communities. As a Financial Advisor, you will work directly with clients to help them achieve long-term financial freedom through relationship building and financial solutions.
AdviceRetirementWealth Management
Responsibilities
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analyses
Broaden and deepen your skillset through ongoing professional development and joint work
Qualification
Required
BA, BS and/or graduate degree or equivalent work experience required
Market development/networking abilities
Preferred
Securities licenses preferred but not required (SIE, Series 7 and 66)
Benefits
Leadership support, business advice and guidance
Lots of training/support opportunities for collaboration and mentorship
Cutting edge technologies that make doing business much easier
A team-based environment that sees collaboration as key to success
Professional development assistance
Flexible work from home options available
Company
Touchstone Wealth
Touchstone Wealth is a financial advisory firm that provides guidance on retirement, wealth transfer, and investment services.
Funding
Current Stage
Growth StageRecent News
Arkansas Business — Business News, Real Estate, Law, Construction
2025-04-15
2025-03-21
Company data provided by crunchbase