[Remote] Financial Advisor

Note: The job is a remote job and is open to candidates in USA. AQI, operating under Gallacher Capital, is a wealth management advisory firm focused on empowering financial advisors through innovative platforms. They are seeking a dedicated Financial Advisor to provide exceptional financial planning and investment advisory services while utilizing AQI's comprehensive platform to enhance client relationships and business growth.

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

Skills

• 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
• Series 65 or 66 licensing is required
• Relevant certifications (e.g., CFP, CFA) are preferred

Benefits

• 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
• Comprehensive out-of-office support

Company Overview