Financial Advisor
$150kJobrapido
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 website's contact page or to . Join AQI and be part of a team that values innovation, client relationships, and professional growth.
- ...Patient Financial AdvisorDays - Full Time Bell HospitalPosition Summary / Career Interest:The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure...SuggestedFull time
$61k - $119k
...Financial Advisor OpportunityBecoming 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...SuggestedFull timeContract workFor contractorsWork at office- **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...SuggestedWork experience placementLocal areaRemote workFlexible hours
$61k - $119k
...Financial Advisor Opportunity 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...SuggestedWork at office- ...Position TitlePatient Financial AdvisorIndian Creek Medical Plaza 2Position Summary / Career Interest:The Reproductive endocrinology, and infertility Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the...SuggestedWork at office
- Commerce Bank is seeking a motivated Financial Advisor for the Kansas City market, based in Overland Park, KS. The role focuses on selling investment products to individual investors and managing an existing book of clients. The candidate will work with internal teams to...
- Arvest Bank in Gardner, KS is seeking a Relationship Banker focused on product sales and exceptional customer service. You will develop new relationships and deepen existing ones by presenting suitable banking solutions and guiding customers through self-service options...
- A leading fraternal benefit society is looking for a Financial Representative dedicated to helping individuals from all backgrounds achieve their financial goals. You will create tailored financial plans and provide guidance, ensuring members can protect their families...Full time
- Merrill is seeking an entry-level Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and building foundational advisory skills. You will learn to acquire, build, and manage client relationships while addressing complex financial needs...
$50k - $70k
Meaningful work. Rewarding career. Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the...Base plus commissionFull timeWork at officeLocal area$60k
...also life-changing for you - personally, professionally, and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for... ...clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping...Work experience placement$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Kansas City, Missouri. As a financial advisor, you will help clients achieve their financial goals through personalized planning. The role includes building a client base and managing financial plans, supporting clients...- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions... ..., you have 2+ years of experience working as a Financial Advisor.* A proven and successful sales track record.* You have an...Local areaImmediate startRemote workRelocation
- About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration... ...communities around the world. Job Description Work with an experienced advisor to build a personal book of business and help shape clients'...Full timePart time
- Commerce Bank in Overland Park, Kansas is seeking a motivated Financial Advisor to sell investment products to individual investors. You will manage an existing client book, partner with internal teams to create new opportunities, and use digital tools to enhance the client...
- Western & Southern Life is seeking a Financial Representative in Overland Park to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and sell appropriate financial solutions in an ethical, client-focused manner...Local area
- Global Credit Union in Missouri seeks a Financial Services Representative II to deliver exceptional member service in person and over the phone. The role focuses on accurate transactions, consultative product recommendations, and cross-sales to meet branch goals. Responsibilities...Flexible hours
- Northwestern Mutual is seeking individuals to become financial advisors in Olathe, Kansas. The role emphasizes building client relationships and developing personalized financial plans to help clients achieve their goals. Advisors benefit from award-winning training and...
- Commerce Bank in Independence, MO is looking for a Financial Advisor to sell investment products to individuals and manage an existing client book, while partnering with internal teams to create new business opportunities. Requirements include a Bachelor's degree or equivalent...
- ...’s Lemonade Stand. Together, we create impact not only through financial guidance, but through the way we show up for our clients, our team... ...the outdoors with her family. Joey Scott, RICP®, Financial Advisor & District Director: Time with NM: Since 2016 Previous experience...Full timeInternshipWork at officeVisa sponsorshipFlexible hours
- Financial Advisor - Washington, Missouri and Surrounding Areas (Hermann, Aspenhoff, Gray Summit, St. Clair) Join to apply for the Financial Advisor - Washington, Missouri and Surrounding Areas (Hermann, Aspenhoff, Gray Summit, St. Clair) role at Thrivent Financial Advisor...Full timeInternshipWork at officeLocal area
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Work at officeShift workDay shift- Thrivent Financial seeks a Team-Based Financial Advisor to support clients with mentorship and joint field work. You’ll learn within a platform that emphasizes development while receiving coaching from Lead Advisors and training to advance toward partnership. You will...
- Bank of America is recruiting for a Financial Solutions Advisor Stage I to help clients with banking and investment needs, earning essential licenses to build advisory skills. You will start in a financial center, growing relationships and delivering aligned financial solutions...Work at office
- Guardian Life is expanding its team and seeking a motivated Financial Representative to help individuals and businesses access financial products and services to protect their financial futures. The role offers unlimited growth potential and the opportunity to build a client...
$50k
...more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure... ...to you, keep reading and let’s talk. Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial...Full timeShift work- ...we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and... ...long-term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and...Full timeInternship
- ...Overland Park, KS. This role handles teller transactions, assists customers with accounts, and cross-sells bank products to help meet financial goals. The CSA II provides friendly, confidential service in lobby, drive-thru, or by phone, ensuring accuracy and satisfaction...
- ...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,...Full timeTemporary workFlexible hours
- A leading financial services organization is seeking enthusiastic individuals for an entry-level financial representative position. You will help members achieve their financial goals, execute customized financial plans, and provide essential guidance. This full-time role...Full time
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