Financial Advisor

AQI; United States; On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Independence to build your own business

Full back-office support

Access to institutional investment strategies

Job summary

AQI is seeking a dedicated Financial Advisor to deliver exceptional financial planning and investment advisory services. The ideal candidate will utilize AQI's comprehensive platform to meet and exceed client expectations.

The role involves providing personalized advice, maintaining compliance with regulations, and fostering client relationships. Opportunities for professional growth and competitive compensation with up to 100% payouts are offered.

Qualifications

• Proven experience as a Financial Advisor or similar role.
• Strong knowledge of investment strategies and market trends.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide personalized financial planning and investment advice to clients.
• Utilize AQI for enhancing client service offerings.
• Collaborate with the experienced team to develop client strategies.

Skills

Financial planning

Investment advice

Client relationship management

Business development

Education

CFP or CFA certification

Job description

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'scomprehensive 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 ( $150K+/yr )

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.