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 websites contact page or to .
Join AQI and be part of a team that values innovation, client relationships, and professional growth.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in San Diego, CA vacancy
- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...Suggested
TradeJobsWorkforce
San Diego, CA1 day ago - Financial AdvisorLocation: La Jolla, CAEmployment Type: Full-Time | In-OfficeAbout the OpportunityWe are partnering with an established... ...management firm in La Jolla, CA, seeking an experienced Financial Advisor to join its team.The firm offers an integrated platform...SuggestedFull timeWork at office
Elanden Advisors
La Jolla, CA1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFor contractorsWork at officeNorthwestern Mutual
La Jolla, CA4 days ago$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...SuggestedWork at officeUnavailable
San Diego, CA21 hours ago- Financial AdvisorReports to: Commercial HeadAbout Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated to...SuggestedTemporary workWork experience placement
BBVA Global Wealth Advisors
San Diego, CA1 day ago $70.3k
...Financial Advisor PositionBase salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual compensation range ranged from $38,655-$495,726Position Summary:We are seeking a qualified and experienced financial advisor...Work at officeMonday to FridaySan Diego County Credit Union
San Diego, CA21 hours ago- ...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
Eagle Strategies
San Diego, CA4 days ago $90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management...Temporary workLocal areaFlexible hoursCAPTRUST
San Diego, CA21 hours ago- ...Job Description Build the Practice You Envision—With the Right Support Behind You Sagient is seeking an experienced financial advisor who wants greater ownership, flexibility, and support in growing a sophisticated financial practice. Our advisors maintain the...
Sagient
San Diego, CA14 days ago - ...complicated processes easier to understand? The Fortitude Team is looking for a dependable and motivated Client Associate, Financial Advisor to help us support individuals and families as they navigate important financial decisions and work toward their financial...
Fortitude Team - San Diego
San Diego, CA1 day ago - ...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
San Diego, CA2 days ago $75k - $150k
...Posted 2 days ago We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful...Local areaNational Life Group
San Diego, CA3 days ago- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...viewed here: CAREER REQUIREMENTS When searching for future advisors, we look for a variety of skillsets that have proven to be...Work at office
WestPac Wealth Partners
San Diego, CA4 days ago $51k - $320k
...Locations: La Jolla, CA or Costa Mesa, CA About GoldBook Financial GoldBook Financial is a premier financial services firm and... ...the scale of MassMutual behind you. We believe the strongest advisor-client relationships are built on trust, personalized guidance,...Local areaFlexible hoursGoldBook Financial LLC
San Diego, CA2 days ago$80k - $120k
...Position Title: Financial Advisor Salary Range: $80,000–$120,000 / Year BASE This is financial advising built around relationships, not cold calls. We are seeking a Financial Advisor to join a growing registered investment advisory firm focused on helping clients...Full timeWork at officeFlexible hoursBoutique Recruiting
San Diego, CA4 days ago- ...Job Description Job Description We are seeking a qualified Financial Aid team member to join our family! This position supports students and parents in creating financial game plans to help pay for school, prepares paperwork pertaining to grants and loans, and advises...Full timeWork at office
Paul Mitchell Schools
San Diego, CAa month ago $61k - $119k
Join to apply for the Financial Advisor role at Northwestern Mutual 4 days ago Be among the first 25 applicants Join to apply for the Financial Advisor role at Northwestern Mutual Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...Full timeContract workFor contractorsWork at office$200k
...One Degree Advisors is growing and looking for a Senior Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team. The main responsibilities of this position are to lead premier client relationships...Remote workOne Degree Advisors Inc
San Diego, CA4 days ago- Are you an experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction.Prudential Advisors has opportunities...
Prudential Advisors
San Diego, CA1 day ago - ...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
Equitable Advisors
San Diego, CA4 days ago - ...Financial Services ProfessionalA career filled with possibilities. Have you ever considered a career where you help others prepare for life and unexpected moments?One that helps clients reach their financial goals so their children are able to attend college, so mortgage...
True Path Financial
San Diego, CA1 day ago - ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients an established wealth management... ...Service Advisor/Associate Advisor is to deliver comprehensive financial planning services and an exceptional client experience to...
Lead Advisor
San Diego, CA4 days ago - ...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...
Thrivent
San Diego, CAmore than 2 months ago $63k - $105k
...Financial AdvisorAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in San Diego,...Full timeTemporary workPart timeWork at officePNC
San Diego, CA3 days ago$100k
...Merrill Wealth Management Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Interim roleWork at officeLocal areaShift workDay shiftBank of America
San Diego, CA2 days ago- ...At Canter Wealth, we offer an integrated platform to help advisors grow their business. Our in-house marketing and business development... ...excellent analytical and interpersonal skills in addition to financial knowledge. We are also interested in mergers and...Work experience placementWork at office
Canter Wealth
San Diego, CA2 days ago $50k - $150k
...you ever considered a career where you help others prepare for life and unexpected moments? One that helps clients reach their financial goals so their children are able to attend college, so mortgage and medical expenses are paid, and so their retirement dreams are...Full timeWork experience placementFlexible hoursTrue Path Financial
San Diego, CAmore than 2 months ago- A financial services company in California is seeking a Financial Professional to educate clients on financial matters and help them navigate their unique lives. This remote position provides all necessary training, and no prior experience in finance is needed. The role...Remote workFlexible hours
EA Financial
San Diego, CA1 day ago $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 timeInternshipLocal areaFlexible hoursNorthwestern Mutual
La Jolla, CA21 hours ago- ...Licensed Financial Advisor OpportunityWe are seeking a licensed Financial Advisor who enjoys connecting with people, understanding their insurance needs, and providing clear, dependable guidance.This role focuses on prospecting, insurance sales, and client follow-up. You...
Falcon PG
San Diego, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial advisor associate San Diego, CA
- financial planning associate San Diego, CA
- financial consultant San Diego, CA
- finance associate San Diego, CA
- senior financial advisor San Diego, CA
- associate leveraged finance San Diego, CA
- project finance associate San Diego, CA
- financial planner cfp San Diego, CA
- financial planning administrator San Diego, CA
- associate corporate finance San Diego, CA