Position: Financial AdvisorLocations: Phoenix, AZ | Denver, CO | RemoteAbout 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 initiativesQualificationsProven 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 preferredSeries 65 or 66 licensing is requiredWhat 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 supportHow to ApplyInterested candidates are invited to submit their resume and cover letter through our website's contact page or to outreach@AQInvest.com.Join AQI and be part of a team that values innovation, client relationships, and professional growth.
Click on the below icons to share this job to Linkedin, Twitter!
Position: Financial AdvisorLocations: Phoenix, AZ | Denver, CO | RemoteAbout 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 initiativesQualificationsProven 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 preferredSeries 65 or 66 licensing is requiredWhat 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 supportHow to ApplyInterested candidates are invited to submit their resume and cover letter through our website's contact page or to outreach@AQInvest.com.Join AQI and be part of a team that values innovation, client relationships, and professional growth.
yes
Send Us Your Feedback
Sign
In
Please check your email. We have sent you a password reset link.
This link will expire in one hour.
Please input your account's email
Get $5 added to your wallet for registering an account. Refer others and get $1 for each successful referral. Earn while you search for jobs and redeem in gift cards!Register to search from millions of jobs across the United States. Upload your resume and get matched with top employers today!
Welcome to SnapRecruit! Your account has been created via Google.
Get $5.00 Added to Your Wallet!
Upload your resume below and apply to this job to have $5.00 added directly to your wallet, activate your account, and qualify for high-priority employer matches.
Perks & Rewards You Receive with SnapRecruit:
$5.00 Resume Bonus
Added automatically to your wallet when you apply with your resume.
$1.00 Per Referral
Earn $1.00 cash rewards for every friend who joins SnapRecruit in the US.
Earn While You Search
Get credited $0.02 - $0.05 every time you explore sponsored job listings.
Amazon eGift Cards
Redeem your earned wallet funds for Amazon eGift Cards delivered to your email.
Get $5 added to your wallet for registering anRegister to search from millions of jobs across the United States. Upload your resume and get matched with top employers today!
account.
Refers others and get $1 for each successful referral.
Earn while you search for jobs and redeem in
gift cards!
Upload your resume for a free professional assessment
Loading, Please wait..!!
Send this job to my email
Please wait..!!
Confirmation
Are you sure?
List of resumes
Confirmation
It is working for Chrome Mozilla only for now
We use cookies and similar technologies to analyze site traffic and improve your experience.
We use cookies to improve your experience. You can customize your preferences below.
Privacy Policy |
Terms of Service