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.
$75k - $150k
...About the Company 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 This is a remote role - but you must be based within approximately...SuggestedFull timeLocal areaRemote workRelocation- ...SUMMARY: Our team provides a holistic and calm approach to financial planning, wealth preservation, and wealth creation for our clients. We are looking for a Financial Advisor to join our team that always puts clients first, is optimistic, positive, and passionate about...SuggestedFull time
- ...Financial Advisor Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in Cleveland. You will have the opportunity to work with an untouched customer base that has untapped referral potential! You will be responsible for providing...Suggested
- ...Financial Advisor Skylight Financial Group Ohio, United States (On-site) Innovation and Flexibility Work with a business partner who is eager to be on the leading edge. You’ve spent a good portion of your career building the practice you envisioned. You also...SuggestedLocal areaFlexible hours
$75k - $150k
...Financial Consultant The industry role of Financial Advisor resides as a Financial Consultant at Manning & Napier. As a Financial Consultant, you will collaborate with our current clients while simultaneously developing new relationships across various client types...Suggested$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$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...Full timeContract workFor contractorsWork at office- ...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
- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...Full timeContract workFor contractorsWork at officeRemote work
- **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 placementLocal areaRemote workFlexible hours
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Elmira-Corning market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people...Worldwide
- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Full timeWork experience placementWork at officeLocal areaFlexible hours
- Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and... ...old, Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...
- Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's base. This exciting position will allow you to grow your career and business, helping the people and families...
$75k - $150k
...helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Cleveland, OH... ...level of trust and confidence with our client to serve as the main advisor for their wealth management needs. Discuss client investment...Remote work$19 - $23 per hour
...Responsible for assessing, connecting and/or enrolling patients to health insurance through Marketplace/ PE or Medicaid as well as other financial assistance programs. Responsible for all patient support services conducted in the front office Essential duties and...Hourly payFull timeCasual workWork at officeFlexible hoursAfternoon shift- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
$18 - $21 per hour
...Financial Counselor Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking two experienced Financial Counselors to work at multiple locations (Cleveland - East & Beachwood - Garfield, Warrensville...Hourly payTemporary work$112.5k
...Financial ConsultantSalary: $112,500.00We have partnered with a Financial Services firm in the Cleveland, OH area to provide them with... ...level of trust and confidence with our client to serve as the main advisor for their wealth management needsDiscuss client investment...Work at officeRemote work- ...Cleveland, Ohio 44120 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...Work experience placementDay shift
$150k
...Lead Wealth Advisor | Boutique RIA Location: Cleveland, OH Employment: Full-Time | W-2 The firm currently manages approximately... ...heavily in its infrastructure, with dedicated resources across financial planning, investments, trading, compliance, and client service....Full time- We are:Finance Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI at the core. We provide end-to-end services — from strategy through delivery and managed operations — that address the unique challenges faced by Finance...Full timeLive inWork at officeLocal area
- ...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...Contract workWork experience placementLive inWork at officeLocal area
$77k - $202k
...SectorNot ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers,...Full timeH1b$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...Work experience placementLive inWork at officeLocal area- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ..._______________________________________________ \n Financial Advisor \n Wealth Management \n Parma area, Brecksville, OH \n...
$61k - $119k
Description:: Becoming a Financial Advisor 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. As a financial advisor, you will: · Grow your client...Full timeWork at office- ...Financial Representative Fidelity will not provide immigration sponsorship for this position. The Role We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty...Full time
- ...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Workday Financials P2P/WSS...Work experience placementLive inWork at officeLocal area
$93k - $189k
DescriptionThe Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the management of a portfolio of commercial loans within the Diversified Industries group. Primary responsibilities include underwriting...Full timeWork at officeRemote workWork from homeFlexible hours
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