Financial Advisor - Chandler

Touchstone Wealth; Chandler, Northern (AZ, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Flexible schedule

Health insurance

Life insurance

Professional development assistance

Referral program

Award trips

Retirement plan

Vision insurance

Job summary

Touchstone Wealth seeks Financial Advisors to join a collaborative team that rewards passion and ambition. You’ll train in a culture recognized as a top company to work for and have the chance to influence clients’ financial futures.

You will build long-term client relationships, assess client needs, and leverage a Fortune 100 framework for training and support while enjoying a flexible compensation structure and development opportunities.

Qualifications

• Candidate must demonstrate strong interpersonal and customer service focus.
• Ability to develop a market through networking and relationship-building.
• Excellent presentation and organizational skills required.

Responsibilities

• Receive training in a collaborative environment and expand knowledge by working with mentors.
• Meet with clients and assess their financial needs by asking questions.
• Actively listen to determine the best solutions for client situations.
• Build and maintain long-term client relationships through rapport and service.
• Pursue ongoing professional development and collaborate with others.

Skills

Interpersonal skills

Networking

Presentation

Organizational skills

Self-motivated

Education

BA/BS or graduate degree

Job description

About Us

At Touchstone Wealth, we recognize that passion, ambition, and determination are the most valuable qualities of our employees, and these qualities don’t fit on a resume. We are looking for individuals to join our team of Financial Advisors who want to participate in a collaborative work culture that has been ranked by the Phoenix Business Journal as one of the “2023 Top Companies to Work For.”

About Us

At Touchstone Wealth, we recognize that passion, ambition, and determination are the most valuable qualities of our employees, and these qualities don’t fit on a resume. We are looking for individuals to join our team of Financial Advisors who want to participate in a collaborative work culture that has been ranked by the Phoenix Business Journal as one of the “2023 Top Companies to Work For.”

You will have the chance to help others turn their financial dreams into reality and make a positive impact on the lives of your associates and your community; while synonymously being in control of your time, your income and your own destiny. Most importantly, you'll be in business for yourself, but not by yourself. Your independence will be backed by all the resources, training and support of a Fortune 100 company.

We have a comprehensive training program to familiarize new advisors with the depth and breadth of our product suite, and we provide a compensation structure with unlimited income potential to help new representatives get started.

Consider applying your abilities in a recession-proof industry at a Fortune 100 company that rewards you for the same values that you are most proud of.

Responsibilities

• Receive training in a collaborative environment, and expand your personal knowledge of the financial industry by working with your mentor and experienced advisors
• Meet with clients and ask questions to assess their financial needs.
• Actively listen to best determine the solutions most suitable to their situation.
• Build and maintain long-term client relationships through excellent rapport, outstanding service, and active listening skills.
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Requirements

• Strong interpersonal skills and customer service focus
• Market development/networking abilities
• Presentation and organizational skills
• Strong work ethic, self-motivated and goal-oriented
• BA, BS and/or graduate degree or equivalent work experience required

Perks

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Award trips
• Retirement plan
• Vision insurance