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 Services Representative 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.
How will you grow your business? You will…- 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
Who do you need to be to succeed?- A strong relationship builder with a focus on putting people first
- A connector of people
- A dedicated worker: independent, self-motivated and goal oriented
We will help you by providing…- 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
Qualifications:- BA, BS and/or graduate degree or equivalent work experience required
- Market development/networking abilities
- Securities licenses preferred but not required (SIE, Series 7 and 66)
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Skills Required
- BA, BS or graduate degree or equivalent work experience
- Market development and networking abilities
- Securities licenses (SIE, Series 7, Series 66)
- Strong relationship-building and client service skills
- Independent, self-motivated, goal-oriented work style
What We Do
Touchstone Wealth is a fee-based financial advisory firm based in Arizona that provides guidance to help individuals, families, and businesses reach their goals and live their dreams. As a MassMutual firm, it delivers professional expertise in wealth management, comprehensive financial planning, and protection strategies, including insurance and investment services, to clients across the Southwest.
