What are the responsibilities and job description for the Experienced Financial Advisor position at Touchstone Wealth?
About Us
As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities.
If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry.
Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system.
Innovation and Flexibility.
You’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients.
If you're a successful entrepreneur looking to accelerate your practice, we will support you through...
As human beings we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities.
If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. Touchstone Wealth symbolizes a point of reference, a standard of quality, and a guiding principle. We aim to emphasize our dedication to becoming the trusted touchstone in the financial services industry.
Consider becoming a touchstone to your community, where you will join an elite group of financial professionals who share your passion for excellence and benefit from a great training and support system.
Innovation and Flexibility.
You’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, and see a strong teaming model as a means to better serve their clients.
If you're a successful entrepreneur looking to accelerate your practice, we will support you through...
- State-of-the-art technology platforms and tools
- A diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the products we develop
- A one-stop shopping hub for insurance solutions when your clients' needs must be met with products we do not offer
- A unique business markets process that will differentiate you and help you add more value to conversations with business owners
- Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
- A team of seasoned investment and trust specialists to meet your clients' unique estate planning and wealth management needs
- Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms