Financial Services Representative

Overview

Touchstone Wealth seeks to become the trusted touchstone in the financial services industry, emphasizing dedication to creating impact and financial peace of mind. The ideal candidate will combine business ownership with the ability to create meaningful connections and provide comprehensive financial solutions.

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

Qualifications

• A strong relationship builder with a focus on putting people first
• A connector of people
• A dedicated worker: independent, self-motivated and goal oriented
• A BA, BS, or graduate degree or equivalent work experience required
• Market development/networking abilities
• Securities licenses preferred but not required (SIE, Series 7 and 66)