Financial Advisor

AQI; Denver (CO); On-site; USD 150,000 - 1,000,000; Full time

Benefits offered by this job

Independence to build your own business

Full back-office and administrative support

Access to institutional investment strategies

Opportunities for professional growth and development

Competitive compensation with substantial payouts

Job summary

AQI, located in Denver, Colorado, is seeking a dedicated Financial Advisor. The successful candidate will deliver exceptional financial planning and investment advisory services using AQI’s comprehensive platform.

The role involves personal client service, compliance with regulations, and development of client strategies. AQI offers a collaborative work environment, support for business independence, and competitive compensation with potential earnings between $150K - $1M+ per year.

Qualifications

• Demonstrated success in financial advisory roles.
• Current client book of business is preferred.
• Willingness to comply with industry regulations.

Responsibilities

• Provide personalized financial planning and investment advice to clients.
• Utilize AQI to enhance client service offerings.
• Collaborate with the team to develop client strategies.
• Maintain compliance with industry regulations.
• Foster strong client relationships through communication.
• Focus on business development and growth.

Skills

Proven experience as a Financial Advisor or similar role

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

Education

Relevant certifications (e.g., CFP, CFA)

Series 65 or 66 licensing

Job description

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)

How to Apply

Interested candidates are invited to submit their resume and cover letter through our website's contact page or to [e-mail].

Join AQI and be part of a team that values innovation, client relationships, and professional growth.