Talent.com
Touchstone Wealth
Financial Services RepresentativeTouchstone Wealth • Scottsdale, AZ, US
Financial Services Representative

Financial Services Representative

Touchstone Wealth • Scottsdale, AZ, US
30+ days ago
Job type
  • Full-time
Job description

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 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) #LI-TW1

Create a job alert for this search

Financial Services Representative • Scottsdale, AZ, US

Similar jobs

College Financial Representative, Internship Program

Northwestern Mutual Life Insurance CompanyPhoenix, AZ, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

 • Promoted

Manager of Financial Services

Maricopa CountyPhoenix, AZ, United States
Full-time

Posting Date03/18/26Application Deadline03/25/26Pay Range$100,000 - $148,000 annuallySalary offers are based on the candidate's equivalent experience and internal equity with other employees within... Show more

 • Promoted

Remote Customer Service Representative $45 per hour

GL1Maricopa, Arizona
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Remote Customer Service Representative – Product Testing

GLOCPAMaricopa, Arizona
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Automotive General Service Technician

Greulich's Automotive RepairParadise Valley, AZ, United States
Full-time

Greulichs (part of the Sun Auto Network).Maricopa County with car care since 1977.Today, were a multi-location business offering preventive maintenance, vehicle diagnostics, and automotive repairs.... Show more

 • Promoted

Manager Financial Reporting

Universal Technical InstitutePhoenix, AZ, United States
Full-time

Financial Reporting ManagerManages the company's internal and external financial reporting obligations, including those with the Securities and Exchange Commission (SEC) and the Department of Educa... Show more

 • Promoted

College Financial Representative, Internship Program

Northwestern MutualPhoenix, AZ, United States
Full-time +1

Northwestern Mutual College Financial Representative Internship.College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... Show more

 • Promoted

Director of Patient Financial Services

Pinnacle FertilityScottsdale, AZ, United States
Full-time

About UsPinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide.Guided by our mission of fulf... Show more

 • Promoted

Member Services Representative

Virgin PulseTempe, AZ, United States
Full-time

Member Services RepresentativeReady to be the voice that connects members to better health?We're seeking a customer service professional who can provide attentive service that truly makes a differe... Show more

 • Promoted

Virtual Services Representative NOT REMOTE

OneAZ Credit UnionPhoenix, AZ, United States
Remote
Permanent

Join Us in Making an ImpactAt OneAZ Credit Union, our success is measured only by yours.We're here to create lasting change in the lives of our members, our communities, and our team.If you're look... Show more

 • Promoted

Financial Services Consultant

Cardone VenturesScottsdale, AZ, United States
Full-time

Compensation: $110k-$130k annually.Workplace Setting: Fully Onsite.Primary responsibilities of the 10X Finance Services Consultant will include offering strategic advice on the financial forecast y... Show more

 • Promoted

PEPI: Manager, CFO Services (OPEN TO ALL US LOCATIONS)

Alvarez & MarsalPhoenix, AZ, United States
Full-time

A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses.Our goal is to improve transparency to ... Show more

 • Promoted

Client Service Representative Phoenix, AZ

Howard AirPhoenix, AZ, United States
Full-time

Client Service RepresentativeWe are seeking a friendly, detail-oriented, and customer-focused individual to join our team as a Client Service Representative.In this role, you will serve as the firs... Show more

 • Promoted

Patient Financial Services Intern

Phi Health, LPPhoenix, AZ, United States
Full-time

Patient Financial Services InternJoin Our Life-Saving Team!Are you ready to elevate your career to new heights? PHI Health is looking for dynamic, driven individuals to join our team.We are committ... Show more

 • Promoted

Financial Specialist

Department of JusticePhoenix, AZ, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

 • Promoted

Client Service Excellence Representative

VanguardScottsdale, AZ, United States
Full-time

Are you ready to help us redefine what exceptional client service looks like? Join our team of crew as a Client Service Excellence Center associate!About this Job:At Vanguard, we have a client-firs... Show more

 • Promoted

Patient Services Representative

Women's Health ArizonaScottsdale, AZ, United States
Full-time

Patient Service RepresentativeThe Patient Service Representative will be responsible for greeting patients, scheduling appointments, verifying insurance information, and assisting with administrati... Show more

 • Promoted

Client Solutions Retention Representative (Cox Business)

Cox CommunicationsPhoenix, AZ, United States
Full-time

Client Solutions Retention Representative (Cox Business) Great relationships don't just happen - they're built with trust, authenticity and a spark of curiosity.If you've got the talent to turn con... Show more

 • Promoted

Client Services Representative

Sonora Quest LaboratoriesPhoenix, AZ, United States
Full-time

Client Services RepresentativePrimary City/State:Phoenix, ArizonaDepartment Name:Client Services-Ref LabWork Shift:DayJob Category:Administrative ServicesSet schedules and possible work from home o... Show more

 • Promoted

District Support Pharmacist

Oak St. HealthParadise Valley, AZ, United States
Full-time

We're building a world of health around every individual shaping a more connected, convenient and compassionate health experience.At CVS Health, you'll be surrounded by passionate colleagues who c... Show more