Financial Advisor

$150k

AQI Services LLC

Boise, ID

Position: Financial Advisor

Locations: Phoenix, AZ | Denver, CO | Remote

About AQI

Gallacher Capital (GC) dba Forward Wealth

Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through innovative platforms and white-glove services. Operating as a true fiduciary, we align our interests with our clients by providing personalized financial planning and access to institutional investment strategies.

AQI: An Advisory Infrastructure Platform

Our proprietary Advisory Platform (AQI) is designed by advisors, for advisors. It offers comprehensive support on critical tasks, allowing you to focus on building client relationships and growing your business. AQI provides:

Back-office services (billing, performance reports, account management)
Compliance support (oversight, annual filings, reviews)
Investment management services & strategies
Out-of-office support
Access to alternative investments

Role Overview

We are seeking a dedicated Financial Advisor to join our team. The ideal candidate will be committed to delivering exceptional financial planning and investment advisory services, utilizing AQI’s comprehensive platform to meet and exceed client expectations.

Key Responsibilities

Provide personalized financial planning and investment advice to clients
Utilize AQI to enhance client service offerings while offloading back-office and administrative tasks
Collaborate with AQI’s experienced team to develop and implement client strategies
Maintain compliance with industry regulations and company policies
Foster and maintain strong client relationships through regular communication and exceptional service
Focus on business development and growth initiatives

Qualifications

Proven experience as a Financial Advisor or similar role
Existing client book of business
Strong knowledge of investment strategies, financial products, and market trends
Excellent interpersonal and communication skills
Ability to work independently and as part of a collaborative team
Relevant certifications (e.g., CFP, CFA) are preferred
Series 65 or 66 licensing is required

What We Offer

Independence to build your own business
Full back-office and administrative support
Access to institutional investment strategies and alternative investments
Opportunities for professional growth and development
A collaborative and supportive work environment
Competitive compensation with up to 100% payouts (roughly $150K - $1M+ per year)
Comprehensive out-of-office support

How to Apply

Interested candidates are invited to submit their resume and cover letter through our websites contact page or to .

Join AQI and be part of a team that values innovation, client relationships, and professional growth.

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor in Boise, ID vacancy

Financial Advisor
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...
Suggested
Full time
Work at office
Flexible hours
Bankers Life
Boise, ID
2 days ago
Financial Advisor
...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an...
Suggested
Full time
Thrivent
Boise, ID
2 days ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Boise, ID
4 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Boise, ID
5 days ago
Financial Advisor
...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
Suggested
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Boise, ID
3 days ago
Financial Advisor
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Boise, ID
1 day ago
Financial Advisor
...Investment Manager / Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build...
Remote work
BrokerHunter
Boise, ID
4 days ago
Financial Advisor
...opportunities for professionals to contribute to an evolving environment with room for professional development. Role Description The Financial Advisor is a full-time, remote role responsible for providing comprehensive financial guidance to individual and business clients. Day...
Full time
Remote work
Jobrapido
Boise, ID
1 day ago
Financial Advisor
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's... ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can...
Work experience placement
Local area
Remote work
Flexible hours
Equitable Advisors LLC
Boise, ID
1 day ago
Financial Advisor
...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products...
Work at office
Flexible hours
Bankers Life
Boise, ID
24 days ago
Financial Aid Student Advisor
...through employer-based training and workforce development programs nationwide. Job Description Purpose of the Position: As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the...
Unitek Learning
Boise, ID
3 days ago
Remote Financial Aid Advisor for Students
...a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support through our On the Job Training Program and have opportunity...
Remote job
Hourly pay
Work at office
Shift work
Afternoon shift
Herzing University
Boise, ID
3 days ago
Financial Consultant
...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
WealthBridge Financial Group
Boise, ID
3 days ago
Private Wealth Advisor
...Lead Advisor is a wealth management consulting and search firm. This role is for a client in Boise. Position Overview and Purpose... ...client relationships; they are responsible for the delivery of the financial plan and the primary point of contact for onboarded clients....
Interim role
Lead Advisor
Boise, ID
3 days ago
Workday Financials Consultant (Contract to Cash)
$92.22k - $106.1k
...team. As a key member of the team, you will have an opportunity to wear multiple hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions, working directly with clients, and providing expertise in Workday...
Full time
Contract work
Local area
Flexible hours
Armanino
Boise, ID
3 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Boise, ID
1 day ago
Wealth Advisor
...entrepreneurs, business leaders, and multigenerational families — and the advisors who serve them — exactly where they are. Today, Certuity... ...RIA Firm, and our advisors have been featured in Barron’s Top Financial Advisors.* Location: National Work Model : Flexible...
Work at office
Remote work
Flexible hours
Jobrapido
Boise, ID
4 days ago
Commercial Banking Relationship Manager
...Commercial team to deepen client relationships. Maintains a trusted advisor” role, engaging in dialogue with Executive-level client... ...and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality credit...
Full time
Columbia Bank
Boise, ID
3 days ago
Personal Banker
$20.67 - $31.25 per hour
...Boise, Idaho 83702 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....
Hourly pay
Full time
Work experience placement
Flexible hours
Day shift
Key Bank
Boise, ID
3 days ago
Personal Banker
$20 - $26.75 per hour
...to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation. Washington...
Local area
Flexible hours
Washington Trust Bank
Garden City, ID
1 day ago
Financial Advisor (Career Changers Encouraged to Apply)
$70k - $250k
...: Financial Advisor (Career Changers Encouraged to Apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele...
Full time
Work experience placement
Work at office
Monday to Friday
Northwestern Mutual
Boise, ID
2 days ago
Commercial Banking Relationship Manager Associate
$99.54k - $121.66k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...
Full time
Work experience placement
Local area
3 days per week
US Bank
Boise, ID
2 days ago
Financial Planning & Analysis (FP&A) Analyst
...Position Summary Smoke Guard is seeking a highly analytical and business-oriented Financial Planning & Analysis (FP&A) Analyst to support a key operating segment by delivering financial insights, decision-making support, and strategic analysis that drive profitable...
Temporary work
Work at office
CSW Industrials Inc.
Boise, ID
2 days ago
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Boise, ID
$23 per hour
...interest in a long-term career at Key. Essential Functions Partner with a KIS Private Client Advisor to gain hands-on experience. Participate in client discovery and financial planning activities including data entry and analysis. Observe client meetings and assist...
Hourly pay
Temporary work
Work experience placement
Summer work
Internship
Summer internship
H1b
Work at office
Relocation package
Flexible hours
KeyBank
Boise, ID
4 days ago
College Financial Representative, Internship Program - 2026-26987 - Woodland Hls, California
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Boise, ID
1 hour ago
Floating Teller
$16.25 per hour
...Tuition reimbursement per semester ~ Childcare reimbursement up to $100 per child per month ~ So much more! As a progressive financial institution, we are seeking a dynamic and enthusiastic individual to fulfill the role of Floating Teller at our Meridian Branch....
Permanent employment
Full time
Second job
Work at office
Immediate start
Pioneer Federal Credit Union
Boise, ID
3 days ago
Teller
...clear communication, provide top-notch customer service skills and have impeccable manners. This position will train at our Meridian Financial Center and then be permanently placed at a branch in Meridian, Boise or Nampa. Consistent and predictable attendance is an...
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Visa sponsorship
Work visa
Monday to Friday
Glacier Bancorp
Boise, ID
1 day ago
Loan Officer
...origination staff, underwriters and customers. Essential Functions Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. Educate clients on various mortgage products, terms, and options,...
Minimum wage
Work at office
Local area
Monday to Friday
Guild
Boise, ID
3 days ago
WMAS Risk Manager
...Investment & Risk Specialist (CFIRS), Certified Trust and Fiduciary Advisor (CTFA), Certified Regulatory Compliance Manager (CRCM),... ...reporting, and enterprise risk management concepts.Experience at a financial institution required with specific experience in a fiduciary,...
Full time
Contract work
Local area
Washington Trust Bank
Boise, ID
2 days ago
Financial Clearance Specialist
...competitive benefits, and a supportive community of colleagues, St. Luke's is truly a great place to work. What You Can Expect: The Financial Clearance Specialist ensures a seamless patient experience by verifying financial eligibility, securing prior authorizations,...
St. Luke's Health System
Boise, ID
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!