Financial Advisor jobs in United States
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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

Market developmentNetworking abilitiesSecurities licensesIndependent workerRelationship building

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

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Touchstone Wealth is a financial advisory firm that provides guidance on retirement, wealth transfer, and investment services.

Funding

Current Stage
Growth Stage

Leadership Team

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Kelly Sese
Director of Recruiting
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Company data provided by crunchbase