Financial Advisor

$150k

AQI Services LLC

Oklahoma City, OK

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.

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor in Oklahoma City, OK vacancy

Financial Advisor
$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,...
Suggested
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Oklahoma City, OK
1 day ago
Financial Advisor
...Investment Advisor Provide investment advice, portfolio analysis, and trade execution. Recommend investment plans aligned with... ...referral program and follow up on leads. Maintain expertise in financial markets and use research tools. Ensure compliance with all...
Suggested
Work at office
Central Bancompany
Oklahoma City, OK
1 day ago
US Experienced Financial Advisor
$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...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Oklahoma City, OK
2 days ago
Financial Advisor
$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...
Suggested
Work at office
Unavailable
Oklahoma City, OK
2 days ago
Financial Advisor
$100k - $250k
...Financial Advisor Opportunity Wisepath Recruiting (a specialized recruiting division of Wisepath Group) has been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under...
Suggested
Work at office
Local area
Wisepath Financial Group
Edmond, OK
5 days ago
Financial Advisor
$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...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Oklahoma City, OK
2 days ago
Financial Advisor
$45k - $100k
...Financial Advisor OpportunityJoin 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...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Oklahoma City, OK
4 days ago
Financial Advisor
...Job Description 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...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Oklahoma City, OK
3 days ago
Financial Advisor
$75k - $150k
...About the Company THE WELL LinkedIn Post 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 We are hiring experienced Financial...
Local area
Remote work
Relocation
The Well
Oklahoma City, OK
6 hours ago
Financial Advisor
# Financial AdvisorMV Investment Advisors Building - West Tisbury, MA 02575## OverviewSalary Range$79,261.88 - $89,174.09 Salary## DescriptionThis is a Full-time in person Position located in West Tisbury, Ma **Position Summary:** Responsible for developing new and maintaining...
Full time
Work at office
Martha's Vineyard Bank
Oklahoma City, OK
5 days ago
Financial Advisor
...with the world. Find out what makes you Modern Woodmen material and start your journey toward a career worth sharing. Our licensed financial services professionals maintain control over what they make, and how they spend their time. You will work hard. You will earn and...
Permanent employment
Full time
Work experience placement
Modern Woodmen of America
Oklahoma City, OK
1 day ago
Associate Financial Advisor
$60k - $120k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized... ...alongside a Senior Partner. Key Responsibilities Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic...
Full time
Local area
Wisepath Group
Oklahoma City, OK
more than 2 months ago
Associate Financial Advisor
SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...
Full time
Part time
SkyKey Financial
Oklahoma City, OK
1 day ago
Financial Consultant
...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
WealthBridge Financial Group
Oklahoma City, OK
8 days ago
Financial Counselor
...We believe that our collective efforts will shape a healthier future for the communities we serve. How you'll contribute A Financial Counselor maintains and processes all assigned patient accounts and counsels patients regarding the admitting and discharging...
Temporary work
Work at office
Flexible hours
Shift work
Weekend work
Afternoon shift
LifePoint Health
Oklahoma City, OK
4 days ago
Financial Planner
$55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve... .... What You’ll Do: Collaborate directly with advisors and clients to build, monitor, and implement personalized financial...
Full time
Work at office
Immediate start
Remote work
Flexible hours
Avior Wealth Management, LLC
Oklahoma City, OK
4 days ago
Accounting and Finance Consulting Senior Associate (Gaming and Hospitality)
$69.8k - $132k
....Do you have a passion and a curiosity for solving complex casino gaming, integrated resort, hotel and hospitality accounting and financial operations business issues?Are you looking for a fast-paced and hands-on yet flexible and balanced career while being able to work...
Full time
Work experience placement
Internship
Local area
Flexible hours
RSM International
Oklahoma City, OK
5 days ago
Workday Certified Financials/Studio Integration Consultant
$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...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Oklahoma City, OK
3 days ago
Workday Financials (Record to Report) Consultant
...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...
Full time
Contract work
Work experience placement
Live in
Work at office
Local area
Accenture
Oklahoma City, OK
2 hours ago
Financial Representative - Seeking Growth
...The Mallett Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region... ...leaders: Gregory D. Mallett, Regional Director/Investment Advisor Representative Prior Experience: Before Modern Woodmen, Gregory...
Work at office
Local area
Work from home
Flexible hours
Mallett Region - Modern Woodmen of America
Oklahoma City, OK
13 days ago
Workday Certified Financials Consultant/Lead - P2P/WSS
...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...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Oklahoma City, OK
2 days ago
Financial Counselor
...members. We believe that our collective efforts will shape a healthier future for the communities we serve. How You’ll Contribute A Financial Counselor maintains and processes all assigned patient accounts and counsels patients regarding the admitting and discharging...
Temporary work
Work at office
Flexible hours
Shift work
Weekend work
Afternoon shift
Lifepoint Health®
Oklahoma City, OK
3 days ago
Financial representative
$60k - $80k
Financial Representative Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life....
Local area
Modern Woodmen of America
Oklahoma City, OK
5 days ago
Wealth Advisor
...Wealth Advisor OKC-Gaillardia - Oklahoma City, OK 73142 Overview Position Type: Full Time Job Shift: Day Education Level: 4... ...proactively identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust...
Full time
Shift work
Stride Bank, N.A.
Oklahoma City, OK
3 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Oklahoma City, OK
3 days ago
Senior FP&A Systems Analyst
$120k - $140k
...people-first relationships in everything we do.  The Sr. FP&A Systems Analyst serves as the lead subject matter expert supporting financial planning systems, reporting automation, operational analytics, and finance technology optimization initiatives across the organization...
Full time
Work at office
Remote work
American Health Staffing Group
Edmond, OK
3 days ago
Oracle Finance Consultant - Utilities
...CFOs and controllers transform core accounting and finance operations on Oracle Cloud ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Oklahoma City, OK
1 day ago
SAP Finance Specialist/Consultant - Industrial
...helps CFOs and controllers transform core accounting and finance operations on SAP S/4HANA ERP.You blend deep functional knowledge of Financial General Ledger and Sub-ledger processes with strong consulting, communication, and delivery skills. You are comfortable partnering...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Oklahoma City, OK
1 day ago
FP&A Analyst
$75k - $90k
...large company's planning process and want to own the whole thing, this role is for you. What you'll do ~ Build and maintain financial models, including facility and project economics, capital budgets, operating forecasts, and three-statement company models....
Work at office
Remote work
Monday to Friday
Shift work
Westwin Elements
Oklahoma City, OK
5 days ago
Teller
...and verbal communication skills. ~ Must be organized with good time management skills. Preferred requirements include: ~1+ year of banking or financial services experience. ~1+ year of cash handling experience. EEO/Veterans/Disabled...
Work at office
Fidelity Bank
Oklahoma City, OK
18 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!