ZipRecruiter

Log In

1

Touchstone Wealth Jobs (NOW HIRING)

All JobsTouchstone Wealth Jobs

Touchstone Wealth information

What are the key skills and qualifications needed to thrive as a Wealth Manager, and why are they important?

To thrive as a Wealth Manager, you need a solid background in finance, investment strategies, and financial planning, often supported by a degree in finance, economics, or a related field and certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and compliance systems is typically required. Exceptional interpersonal skills, active listening, and trustworthiness help build strong client relationships and tailor advice to individual financial goals. These skills ensure clients receive sound financial guidance, fostering trust and long-term client retention.

What is Touchstone Wealth?

Touchstone Wealth typically refers to Touchstone Wealth Partners, a financial advisory firm that provides wealth management, investment planning, and financial consulting services. They work with individuals, families, and businesses to help manage assets, plan for retirement, and achieve financial goals. Their services often include investment portfolio management, tax planning, estate planning, and risk management. Touchstone Wealth advisors aim to create personalized strategies based on clients' unique financial situations and objectives.

What is the difference between Touchstone Wealth vs Financial Advisor?

AspectTouchstone WealthFinancial Advisor
CredentialsCertifications like CFP, CFA, or equivalentCFP, CFA, or similar certifications often required
Work EnvironmentFinancial planning firms, wealth management firmsBanking institutions, independent firms, or private practices
Industry UsageUsed to describe professionals providing comprehensive wealth managementBroader term for professionals offering financial planning and investment advice

Touchstone Wealth typically refers to a specific firm or brand offering wealth management services, often employing certified professionals. A Financial Advisor is a broader term for professionals providing financial planning, investment, and wealth management advice across various firms and settings. While both roles require similar credentials, Touchstone Wealth emphasizes a particular company's services, whereas Financial Advisor describes a general profession.

What types of teams and professionals would I typically collaborate with at Touchstone Wealth, and how does cross-functional teamwork impact success in this role?

At Touchstone Wealth, you can expect to collaborate closely with financial advisors, portfolio managers, client service associates, and compliance officers to deliver tailored financial solutions. Cross-functional teamwork is essential, as it ensures that client portfolios are managed effectively, regulatory requirements are met, and client experiences are seamless. Regular communication with investment, operations, and marketing teams also supports business growth and fosters a collaborative environment where new ideas and best practices are shared for client benefit. Building strong relationships across departments is key to both personal and organizational success.
More about Touchstone Wealth jobs
What cities are hiring for Touchstone Wealth jobs? Cities with the most Touchstone Wealth job openings:
What states have the most Touchstone Wealth jobs? States with the most job openings for Touchstone Wealth jobs include:
What job categories do people searching Touchstone Wealth jobs look for? The top searched job categories for Touchstone Wealth jobs are:
Touchstone Wealth jobs near you

Financial Services Operations Coordinator

Touchstone Wealth

Scottsdale, AZ • Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 21 days ago

Job description

Supporting a Team of Financial Advisors | Touchstone Wealth

Touchstone Wealth is seeking a highly organized, proactive, and detail-oriented Financial Services Operations Coordinator to support our growing team of Financial Advisors. This individual will play a critical role in the day-to-day operational management of the practice, helping ensure a seamless client experience across insurance, investment, and ongoing service workflows.

This role is ideal for someone who thrives in a fast-paced, team-oriented environment, enjoys managing processes from start to finish, and takes pride in delivering exceptional client service.

Primary Responsibilities

Client Service & Relationship Support

  1. Serve as a primary contact for client service requests and follow-up items
  2. Communicate with clients regarding account paperwork, outstanding requirements, and next steps
  3. Coordinate client meetings, scheduling, confirmations, and reminders
  4. Maintain accurate and up-to-date client records within CRM and internal systems

Insurance Operations

  1. Manage insurance applications throughout the underwriting process from submission through policy delivery
  2. Complete insurance applications and related documentation once advisor information is provided
  3. Schedule client medical exams and coordinate outstanding underwriting requirements
  4. Communicate directly with clients, underwriting teams, and internal New Business Coordinators regarding case status and requirements
  5. Monitor pending cases and proactively follow through to completion

Investment & New Business Operations

  1. Prepare and process investment account paperwork
  2. Coordinate rollover calls and account transfer processes
  3. Monitor new account paperwork and processing

Operational & Compliance Support

  1. Maintain organized digital client files and documentation
  2. Upload and maintain required compliance documentation including client contact notes, supporting documents, and case activity
  3. Monitor advisor licensing and product training requirements
  4. Assist in maintaining operational consistency and workflow organization across the team

Team & Firm Support

  1. Collaborate closely with advisors and team members to support client experience and firm growth
  2. Participate in team meetings and process improvement discussions
  3. Assist with client events, workshops, and seminars as needed

Compensation & Benefits

  1. Competitive base salary plus bonus opportunities
  2. Medical, dental, and vision benefits
  3. Matching 401(k) plan through Touchstone Wealth
  4. Collaborative, growth-oriented team environment
  5. Opportunity for long-term growth within the firm