Experienced Financial Advisor

Touchstone Wealth; Scottsdale (AZ); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

State-of-the-art technology platforms

Diversified investment/insurance/ret.

Priority in force service & dedicated,

Strategic alliance programs

Job summary

A leading financial services firm in Scottsdale, Arizona, is seeking a Financial Advisor to help clients achieve long-term financial freedom. Candidates will leverage advanced technological tools, support a diversified portfolio, and require an entrepreneurial mindset. Join a supportive environment that fosters growth through strategic alliances and concierge-level support. This position is ideal for those who are passionate about creating impact in their community while achieving professional success.

Qualifications

• Experience as a Financial Advisor or equivalent, with a flexible approach to partnering with a business-minded firm.
• Entrepreneurial mindset and willingness to build a practice with support from a partner.

Responsibilities

• Utilize state-of-the-art technology platforms and tools.
• Manage a diversified portfolio of investment, insurance, and retirement solutions.
• Provide concierge-level support including new business and underwriting.
• Collaborate with seasoned investment and trust specialists.
• Leverage strategic alliance programs for practice growth.
• 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

Skills

Entrepreneurial mindset

Experience as Financial Advisor

Job description

Overview

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.

Responsibilities

If you\u2019re 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

Benefits

• 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

Qualifications

• Experience as a Financial Advisor or equivalent, with a flexible approach to partnering with a business-minded firm
• Entrepreneurial mindset and willingness to build a practice with support from a partner