Financial Advisor
$150kJobrapido
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 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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- ...Financial Advisor Boston, Massachusetts, United States We are recruiting for a top tier advisor/team in the greater Boston market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the country’s largest private banks...Suggested
- ...Investment Advisor Our latest partner is a rapidly expanding Registered Investment Advisor, a Certified B Corp, and a regional leader... ...good. We are looking to hire a dynamic investment advisor with financial planning experience. Responsibilities include maintaining...SuggestedWork at officeLocal areaRemote workFlexible hours
$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...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Services Sales Representative The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives...SuggestedWork at officeWorldwide
$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...Work at officeWork from homeHome officeFlexible hours$20 per hour
...Financial Advisor Boston, Massachusetts, United States About the Job Financial Advisor We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor...$150k
...Financial Advisor Full-time Job Description Financial Advisor 2+ to 5 years experience Job Responsibilities: Serve Your Clients: •Cultivate strong relationships with members by consistently using the prescribed sales process. •Cultivate strong working...Full timeWork experience placementWork at office- ...Financial Solutions Advisor - Boston West Market Newton, Massachusetts;Waltham, Massachusetts; Waltham, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Watertown 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...Worldwide
$150k
...Estate & Retirement Financial Advisor Outside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $150K+ Potential Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want...For contractorsNight shift$103.9k - $173.1k
Team Leader - Centralized Financial Advisors | Northeast Market (Boston/New Hampshire/Vermont)Lead a team of Financial Advisors serving clients across M&T's New England market, including Boston, New Hampshire and Vermont. This role is responsible for coaching and developing...Full timeTraineeshipWork experience placement- ...Financial Solutions Advisor Registration Candidate - North Waltham Financial Center Waltham, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...Temporary workWork at officeFlexible hoursShift workDay shift
$70k - $80k
Job Description 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...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America in Cambridge, MA seeks a financial professional to provide tailored financial guidance and develop client relationships. You will triage leads, refer to internal partners, and meet clients to review goals and recommend appropriate products and services....
- 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. As a financial advisor, you will: Grow your client base by making new connections, maintaining...
$61.88k
...Starts With You: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into... ...You! The Difference You Make The Associate Financial Advisor is responsible for helping clients identify financial needs,...Hourly payFull timeContract workWork experience placementWork at officeShift work- ## Financial Advisor Trainee - Revere, MassachusettsPostulerremote type: Sur placelocations: Revere, Massachusettstime type: Temps pleinposted on: Publié hiertime left to apply: Date de fin : 21 juin 2026 (Il reste 2 jours pour postuler)job requisition id: R\_1495511**Work...Temporary workTraineeshipWork experience placementSecond jobWork at officeLocal areaWork from homeFlexible hours
- Citizens Bankers role at Citizens Bank focuses on building lasting relationships with customers by offering trusted financial advice. You’ll help with banking needs and introduce digital options for transactions. The position emphasizes strong communication, problem solving...Weekend workAfternoon shift
$27.75 - $41.5 per hour
TD Bank in Revere, Massachusetts is seeking a Financial Advisor Trainee who will learn necessary skills to transition into a Financial Advisor Associate. Responsibilities include meeting with clients, analyzing financial goals, and recommending suitable investment strategies...Hourly payTraineeship$28.85 - $33.65 per hour
Job Description: 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....Hourly payTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$120k - $150k
...positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-... .... Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by...Work at officeLocal areaRemote work- ...Financial Advisor Opportunity CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you're an ambitious financial professional looking for a clear path to growth and long-term client relationships...Immediate start
- ...Patient Financial CounselorThe Patient Financial Counselor serves as point of contact for patients for financial matters related to access to services and engagement throughout their financial experience at Dana-Farber Cancer Institute (DFCI). Reporting to and with direction...Work experience placementWork 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$21 - $32.72 per hour
...and integrated services, and to empower individuals to lead healthy lives and build thriving communities. Position Summary: Financial Counselor provides application assistance to applicants and beneficiaries of Qualified Health Plans and insurance affordability...Hourly payWork at officeFlexible hours$75k - $150k
...helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY... ...level of trust and confidence with our client to serve as the main advisor for their wealth management needs. Discuss client investment...Remote work- ...client service and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Associate Financial Advisor to our Team! This position will assist with new client onboarding, work with and support our...Work at officeAfternoon shift
- Johnson Brunetti in Needham, MA is seeking an Associate Financial Advisor to help onboard new clients and support our Advisors, building strong relationships and delivering outstanding service. This role requires 2+ years in financial services, licenses (Life and Health...
$120k - $200k
...independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care. Since our founding... ...development support Opportunities for advancement into a lead advisor role Job Details Financial Advisor Opportunity Location:...Local area
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