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
$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...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Columbus, OH3 days ago$80k - $110k
...Description Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, IN Commission-Based | $80,... ...Join WPFG? Non-captive model = freedom + flexibility 100+ advisors who made the switch (many mid-career) Real mentorship. Real...SuggestedWestPoint Financial Group
Columbus, OH20 hours ago- ...Description Job Description JOIN OUR TEAM! PAUL MITCHELL THE SCHOOL COLUMBUS IS LOOKING FINANCIAL AID/SERVICES LEADER JOB SUMMARY AND OBJECTIVE The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid...Suggested
Paul Mitchell Schools
Columbus, OH17 days ago - ...Job Description Job Description Job description: Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring...SuggestedFull timeLocal areaFlexible hours
CODY J BEATTY
Columbus, OH7 days ago $75k - $150k
...Job Description Northwestern Mutual Columbus is a full-service financial planning firm that provides personalized financial planning and... ...achieve their financial goals. We are looking for a Financial Advisor to provide advice and guidance on investment and financial planning...SuggestedFull timeContract workRelocation packageMonday to FridayFlexible hoursNICHOLAS J MINICH
Columbus, OH1 day ago$86.36k - $101.6k
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 timeWork at officeLocal areaRemote workFlexible hours3 days per weekUS Bank
Columbus, OH1 day ago- .... Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to...For contractorsLocal areaFlexible hoursShift work
First Command
Columbus, OH7 days ago $20.5 per hour
...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...Hourly payWork at officeRemote workShift workAfternoon shiftHerzing University
Columbus, OH1 day ago$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorshipDeloitte
Columbus, OH1 day ago- ...Financial Advisor Services Analyst Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment...
Hackajob
Columbus, OH2 days ago - ...Job Description Job Description Position: Lead Financial Advisor You will be responsible for delivering value to existing and new clients – from understanding each client’s unique needs, creating financial plans for clients, structuring the investment portfolio...Immediate start
Antolino and Associates
Columbus, OH6 days ago - ...Financial Associate Job Duties: Requires some knowledge of accounting systems and procedures to serve as payroll officer for institution Verifies accuracy of information in Time Editor within Kronos (e.g., corrects missed punch adjustments) Ensures employees are accurately...Full timePart timeLocal area
Ohio Jobs
Columbus, OH4 days ago - ...Organization : Name THE CENTRAL OHIO AGENCY OH Default: Location : City COLUMBUS Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth...Work at officeLocal area
Western & Southern Life
Columbus, OH2 days ago - ...Apprisen is seeking a Financial Services Specialist to join their team. This fully remote position is designed for passionate individuals looking to make a difference through financial education and guidance. You'll engage with clients, analyze their financial situations...Remote work
ADP
Columbus, OH20 hours ago $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 workPowerwell
Columbus, OH1 day ago$110k - $130k
...OH Salary: $110,000 to $130,000 (based on experience) Status: Full time, In office As an award-winning full-service financial services firm, we are committed to understanding our clients' needs and providing advice beyond investments. We take pride in making...Full timeWork at officeTranscend Practice Management
Columbus, OH1 day ago$19.23 - $28.37 per hour
...Columbus, Ohio 43230 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shiftKey Bank
Columbus, OH2 days ago$18 - $25 per hour
...Financial Counselor We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is responsible for insurance verification, financial counseling, upfront collections...Acadia Healthcare
Columbus, OH2 days ago$19.81 - $29.83 per hour
...Location: Zangmeister Cancer Center Hiring Range: $19.81 - $29.83 Position Summary Serves as the primary patient advocate for financial navigation and counseling within an oncology practice. Reviews patient insurance coverage, establishes financial responsibility estimates...Work at officeImmediate startaoncology
Columbus, OH1 day ago$23.65 per hour
...employment.To learn more about what we do, please visit our website at ood.ohio.gov . Follow us on social media @OhioOOD! Job Description Financial Associate Position Overview Opportunities for Ohioans with Disabilities is seeking an experienced Financial Associate to join our...Hourly payExtra incomeFull timeContract workWork at officeOpportunities for Ohioans with Disabilities
Columbus, OH1 day ago- ....Essential FunctionsPrepare detailed credit memorandum for complex lending relationshipsComplete comprehensive analysis on client financial statementsRecommend proper loan structure, including appropriate covenant formulas and definitionsIdentify credit strengths, weaknesses...Full timeWork at officeRemote work
Northwest Bank
Columbus, OH1 day ago - ...with finance stakeholders, and collaborating across functional and technical teams. You bring the core capabilities of a Workday Financials / FDM Lead, with a particular focus on R2R, and can confidently guide design decisions, challenge legacy processes, and drive solutions...Full timeContract workWork experience placementLive inWork at officeLocal area
Accenture
Columbus, OH1 day ago $134.28k - $164.12k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per weekUS Bank
Columbus, OH4 days ago$95.6k - $188.4k
...insights to help clients bring clarity from complexity and accelerate their path to value creation.Work You’ll DoAs a Senior Consultant, Financial Crime and Fraud, you will work with a cross disciplinary team to deploy a fraud detection accelerator for a large federal health...Local areaDeloitte
Columbus, OH1 day ago$91.1k - $179.5k
...of change and join us on this transformative journey.Our Retirement & Wealth practice includes dedicated practitioners with deep financial services industry experience where we differentiate, and win based on our understanding of heart of business issues. Our team helps...Local areaDeloitte
Columbus, OH4 days ago$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...Full timeWork experience placementLive inWork at officeLocal areaAccenture
Columbus, OH4 days ago- ...Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member... ...them stay on track toward their financial goals Serve as a trusted advisor without the pressure of prospecting or cold outreach...Full time
$80k - $200k
...Financial Advisor/ Financial Planner Vista Wealth Solutions | MassMutual Multiple Locations: Greater Philadelphia, Horsham/Montgomery County, Lehigh Valley, Northeast Pennsylvania, South Jersey & Delaware Build a Career. Build a Business. Make an Impact....Full timeVista Wealth Solutions
Delaware, OHa month ago$96k - $110k
...Description You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way... ...do You’ll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office...For contractorsWork at officeRemote workWork from homeFlexible hoursBill Good Marketing
Delaware, OHa month ago$42.5k
...toward achieving their educational dreams? Paul Mitchell Schools in Newark, DE, is seeking a skilled and professional full-time Financial Aid Advisor to join our team. This full-time role offers a competitive salary starting at $42,500/year and includes a comprehensive...Full timeLocal areaMonday to FridayAfternoon shiftPaul Mitchell Schools
Delaware, OHa month ago
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