Financial Advisor
$150kAQI Services LLC
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 websites contact page or to .
Join AQI and be part of a team that values innovation, client relationships, and professional growth.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Phoenix, AZ vacancy
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...to successfully transition you to an independent Financial Advisor. ~401(k) plan with a 2% company contribution and 6% company match...SuggestedFull timeTraineeshipHome officeMutual of Omaha
Phoenix, AZ1 day ago- ...Financial AdvisorAt Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals... ...Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience...SuggestedLocal areaImmediate startRemote work
Corebridge Financial
Phoenix, AZ3 days ago - ...alignment with goals & industry requirements. Duties and Responsibilities: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars and workshops. Present client financial plan and investment...SuggestedTemporary workLocal area
Alaska
Phoenix, AZ1 day ago - ...FA Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedWork at officeFlexible hours
LinkedIn
Phoenix, AZ3 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...SuggestedTemporary workLocal areaFlexible hoursCAPTRUST
Phoenix, AZ3 days ago$51.8k - $95.9k
...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed...Part timeBmo
Phoenix, AZ3 days ago- ...Financial Advisor Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team. Are you looking to expand your career and be part of a successful team? Are you driven, self‑motivated, and customer‑focused? If you enjoy working closely with...Local areaMonday to Friday
Advisor Talent Solutions
Phoenix, AZ1 day ago $61k - $119k
OverviewBecoming 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 officeNorthwestern Mutual
Phoenix, AZ3 days ago- ...Are you a financial advisor ready to stop fighting your back office and start building the practice you've always envisioned? The Well is recruiting on behalf of a fast-growing independent RIA that has tripled its AUM in four years - entirely through organic, referral...Work at officeRemote workFlexible hours
The Well
Phoenix, AZ4 days ago $300k
...Financial Advisor – Join the Founding Team of Our New Mesa, Arizona Office Foguth Financial Group is excited to announce the upcoming opening of our Mesa, Arizona office in January 2027 (our 17th location), and we're seeking three Financial Advisors who want to play...Work at officeLinkedIn
Phoenix, AZ3 days 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Phoenix, AZ3 days ago- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Phoenix, AZ1 day ago $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...Work at officeNorthwestern Mutual Group
Phoenix, AZ2 days ago$100k
...Four Corners Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You do not need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial...Permanent employmentLocal areaFour Corners Financial Advisors (FCFA)
Phoenix, AZa month ago$65k
...Base salary of $65,000 plus bonus and commission opportunities We are looking for a client-focused Financial Advisor to take ownership of an established book of business of approximately $80 million in assets and over $140 million in annuities. This is a rare opportunity...Work at officeSageGuard Financial Group, LLC
Phoenix, AZ2 days ago- ...there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America Corporation
Phoenix, AZmore than 2 months ago - Bank of America is hiring for a Financial Solutions Advisor Stage I. This role focuses on obtaining SIE, Series 7, and Series 66 licenses and learning foundational advisor skills to help clients with banking and investment solutions. It starts in a financial center and...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- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, Series 66) and build advisory skills within its financial centre network. You’ll deliver banking and investment solutions, focus on client care, and...
- The Financial Advisor is responsible for delivering holistic, relationship‑based financial planning and advisory services to clients and prospects. This role focuses on building long‑term advisory relationships through discovery‑based conversations that identify client...Temporary workWork at office
- Job Description FA Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products...Work at officeFlexible hours
- Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with securities licensing coursework (SIE, Series 7, Series 66). You'll build client relationships, understand complex financial pictures, and guide solutions through in-branch...Work at office
- Northwestern Mutual, one of the “World’s Most Admired” companies according to FORTUNE® magazine, has helped clients achieve financial security for more than 159 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable...Full timeInternshipWork at officeLocal area
- ...During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity you...InternshipMonday to Friday
Year Up United
Phoenix, AZ3 days ago - ...Management provides clients with a holistic approach to reaching their financial goals, integrating comprehensive planning with tailored... ...their overall life goals. Role Description The Senior Financial Advisor is a full-time role, responsible for leading client...Full timeTemporary work
Pearl Capital Management
Phoenix, AZ3 days ago - ...Financial Advisor In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...Job Description Job Description Ready to launch a career with no income ceiling? Four Corners Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no college degree required. If you can build...Permanent employmentInternshipWork at office
Four Corners Financial Advisors
Phoenix, AZ24 days ago $80k - $115k
...Job Description Job Description WealthBridge Financial Group is seeking driven, results-oriented career changers across Arizona to join our statewide team of financial advisors. In this position, you will engage with families, business owners, and professionals to...Contract workFor contractorsWealthBridge Financial Group
Phoenix, AZ12 days ago- ...Job Description Job Description Financial Advisors — Join an Advisor-Led Firm Built to Say Yes Confidential search led by Harrison Gray Search & Consulting Location: Arizona, Colorado, Utah, New Mexico, and Southern California The opportunity Our client...
Harrison Gray Search & Consulting
Phoenix, AZ5 days ago - ...Job Description Job Description About Renaissance Financial What we do is not just a job – it is a passion. Renaissance Financial... ...to be completed upon offer acceptance Becoming a financial advisor with Renaissance Financial is an opportunity to be in control...Flexible hours
Renaissance Financial Corporation
Phoenix, AZ24 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 Phoenix, AZ
- financial planning associate Phoenix, AZ
- financial consultant Phoenix, AZ
- finance associate Phoenix, AZ
- senior financial advisor Phoenix, AZ
- associate leveraged finance Phoenix, AZ
- project finance associate Phoenix, AZ
- financial planner cfp Phoenix, AZ
- financial planning administrator Phoenix, AZ
- associate corporate finance Phoenix, AZ