Financial Advisor
$150kJobrapido
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.
- ...Serving more than 4.5 million people, we provide comprehensive financial services, including life, disability income, long-term care... ...people-first approach, we support a growing network of financial advisors and corporate professionals. Headquartered in Milwaukee and...SuggestedFull timeRelocation
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Rochester 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 and...SuggestedFull timeWorldwide
$200k
...Sage Rutty is looking to strategically expand with the “right fit” advisors. What is the “right fit”? Our advisors are entrepreneurs. They are confident in their own abilities to serve their clients. They are the top of the bell curve in service, ethics, and results...Suggested- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Rochester 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 and...SuggestedWorldwide
- ...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...SuggestedFull timeContract workFor contractorsWork at officeRemote work
- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve...Full timeContract workWork at officeRemote workMonday to Friday
- ...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
$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...Work at office$80k - $100k
Overview 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. Base pay...Full timeWork at officeFlexible hours- Overview Prudential Advisors is looking for driven, motivated self-starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the...
$45k - $100k
...Financial Advisor Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$90k - $120k
Compensation: $90,000-$120,000 + performance-based incentives + full benefits + 4-day work week We're hiring a Financial Advisor on behalf of our client—a growing, independent wealth management firm (RIA) based in Central New York, with a brand-new location opening in the...Work at officeRelocation$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- Company DescriptionTekWissen provides a unique portfolio of innovative capabilities that seamlessly combines clients insights, strategy, design, software engineering, and systems integration. Job DescriptionRequired: Oracle EBS Record-to-Report modules implementation experience...
$83.96k - $111.96k
...based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and...Full timeTemporary workPart timeWork experience placementLocal areaWork visaMonday to FridayFlexible hours$70k - $85k
...experienced and detail-oriented professional to support the firm’s financial advisory team in delivering comprehensive, high-quality wealth... ...investment and planning recommendations, and ensuring advisors are well prepared for client meetings. This position offers a...Full timeWork at office- ..., offering a strong foundation for anyone transitioning into a financial representative role. Our thriving office is located at: Suite... ...link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern...InternshipWork at officeLocal areaFlexible hours
$235k - $300k
Equity Quantitative Research (EQR) seeks to capitalize on market inefficiencies identified through a combination of structural analysis, leading-edge quantitative research and technology. The team trades billions of dollars a day by applying statistics, computer science...Immediate start- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Afternoon shift
$18.5 - $23.42 per hour
...based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and...Full timeTemporary workPart timeBank staffLocal areaWork visaMonday to FridayFlexible hours- ...experience by proactively identifying needs, providing tailored solutions, and helping consumer and small business customers achieve their financial goals. This includes full ownership of the customer experience from initial interaction through final resolution, ensuring a...Work at officeRemote workWeekend workAfternoon shift
$130k - $140k
...Job Description Managing Wealth Advisor \n Rochester, NY \n \n JK Executive Strategies is partnering with a respected independent wealth management firm affiliated with Raymond James Financial Services to recruit a Managing Wealth Advisor. The firm combines...- Description Job Objective At Roberts Wesleyan University, Student Financial Services comprises both Financial Aid and Student Accounts. The Student Financial Services Counselor is responsible for processing of financial aid and student account functions including counseling...Work at office
$28 - $38 per hour
Financial Planning Assistant - Potential Path to Associate Financial Advisor Rochester, MN | Full-Time | In Office Build Your Career in Financial Services Are you looking for an opportunity to build a long-term career in financial services while developing strong client...Full timeWork at officeImmediate startMonday to Friday$20.67 - $31.25 per hour
..., New York 14624 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payFull timeWork experience placementFlexible hoursDay shift- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
$50 per hour
Company Overview: A leading global investment firm with nearly $300 billion in assets under management is seeking a Financial Planning & Analysis Analyst. This role will support firmwide financial reporting, forecasting, and strategic analysis. Job Responsibilities: Prepare...$235k - $310k
Overview The role focuses on transactional lending, with a preference for leveraged-lending matters. Responsibilities include drafting and negotiating commitment papers, term sheets, credit agreements, and security documents. The firm prefers candidates with experience ...Permanent employmentFull timeContract workWork at office- ...economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal... ...to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University...Full timeWork experience placementLocal area
- ...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, teammates, communities and shareholders every day. Being a...Temporary workWork at officeFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- associate corporate finance Rochester, NY
- estate planning consultant Rochester, NY
- financial counselor Rochester, NY
- financial advisor associate Rochester, NY
- financial planning assistant Rochester, NY
- financial advisor Rochester, NY
- financial planner Rochester, NY
- financial advisor training program Rochester, NY
- jde finance consultant Rochester, NY
- finance associate Rochester, NY






