Financial Advisor
$150kAQI Services LLC
Position: Financial Advisor
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
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 xuwmhxw
- 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.
Vacancy posted 5 days ago
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