Financial Advisor
$150kAQI Services LLC
Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | 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 website's contact page or to . Join AQI and be part of a team that values innovation, client relationships, and professional growth. AQI Services LLC
$115k - $125k
Financial Advisor / Financial Planner (CFP® Preferred) Elm Grove, WI (Hybrid: 4 Days In Office) $115,000-$125,000 Base + Incentive Plan ⏰ 33-Hour Summer Work Week ✅ No Commissions | No Sales Quotas | No Cold Calling Build Financial Futures. Not Sales Pipelines....SuggestedFull timeSummer workWork at officeWork from homeFlexible hours- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs...SuggestedFull time
$61k - $119k
...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 advisor, you start as a financial representative focused...SuggestedFull timeContract workFor contractorsWork at office$73.5k - $120k
...Financial Advisor – Hybrid Milwaukee, Wisconsin Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent...SuggestedFull timeWork at officeLocal areaRemote work3 days per week- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...SuggestedFull timeLocal area
$20.54 - $27.78 per hour
...Financial Aid Advisor Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View Opportunities to apply using the internal application process. Overview: A 40-hour schedule will be determined based on business...Hourly payWork at officeMonday to FridayAfternoon shift$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced...Local areaRemote workRelocation$61k - $119k
...Overview 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 advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$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...Work at officeWork from homeHome officeFlexible hours$73.5k - $120k
...Financial Advisor – Hybrid Milwaukee, Wisconsin Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more...Full timeWork at officeLocal areaRemote workWork from home3 days per week- ...starting your own business but not sure how to get started? A new Advisor is typically a career changer who has hit a ceiling in their... ...Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and...Full timeWork at officeFlexible hours
$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area$61k - $119k
Overview 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 advisor, you start as a financial representative...Work at office$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,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment...Full time
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell \n The look and feel of an independent advisor—with the benefits of being an employee \n Three retirement programs...
$45k - $100k
...Financial Advisor Position Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Associate Financial Advisor About the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically...
- About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...operational processes that support business objectives and assist advisors in serving their clients. Leverage your strong leadership...Full timeH1bWork at officeVisa sponsorship
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
- ...Job Description Summary \n This position leads financial planning, forecasting, and reporting, and connects those results to sales pipeline and backlog data in Microsoft Dynamics 365 CRM. It directly supports our mission to be a vital part of the success of our customers...Work at office
- ...Associate Branch Manager The Associate Branch Manager will oversee the branch operations function and manage the Financial Advisors and support staff for the branch. Focuses time on driving branch revenue, recruiting talent, managing risk, continuing to build a book...Work at officeLocal area
$97k - $192k
...The Wisconsin Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region... ...Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community...Work at officeLocal areaWork from homeFlexible hours- ...DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial... ...This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine...Full timeTemporary workWork at office
- ...Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of Financial Aid Counselor is an integral part...Full timeWork at officeAfternoon shift
- ...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...
$97k - $192k
...insuranceThe Wisconsin Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the... ...Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community...Work at officeLocal areaWork from home$75k - $150k
...helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY... ...level of trust and confidence with our client to serve as the main advisor for their wealth management needs. Discuss client investment...Remote work- Join Lakeshore Financial Group as a Licensed Financial Advisor, where you'll be part of a forward-thinking team committed to empowering clients with tailored financial strategies. We pride ourselves on fostering strong, meaningful connections with a diverse range of clients...Work at officeLocal areaFlexible hours
$150k - $200k
...Job Description Job Description Join Lakeshore Financial Group as a Licensed Financial Advisor and become part of a team dedicated to empowering clients with personalized financial strategies. Here, you'll cultivate strong connections with a diverse clientele, ensuring...Flexible hours
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