Financial Advisor
$150kAQI Services LLC
Position: Financial AdvisorScroll 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 AQIGallacher Capital (GC) dba Forward WealthFounded 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 & strategiesOut-of-office supportAccess to alternative investments ?Role OverviewWe 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 ResponsibilitiesProvide personalized financial planning and investment advice to clientsUtilize AQI to enhance client service offerings while offloading back-office and administrative tasksCollaborate with AQI's experienced team to develop and implement client strategiesMaintain compliance with industry regulations and company policiesFoster and maintain strong client relationships through regular communication and exceptional serviceFocus on business development and growth initiatives?QualificationsProven experience as a Financial Advisor or similar roleExisting client book of businessStrong knowledge of investment strategies, financial products, and market trendsExcellent interpersonal and communication skillsAbility to work independently and as part of a collaborative teamRelevant certifications (e.g., CFP, CFA) are preferred xhyhwjd Series 65 or 66 licensing is required?What We OfferIndependence to build your own businessFull back-office and administrative supportAccess to institutional investment strategies and alternative investmentsOpportunities for professional growth and developmentA collaborative and supportive work environmentCompetitive compensation with up to 100% payouts (roughly $150K - $1M+ per year)Comprehensive out-of-office support?How to ApplyInterested 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.
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