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
AQI is a data-driven, advisor-first platform designed to assess risk, capture growth, and eliminate emotional decision-making in volatile markets. It was founded in 2016, and is headquartered in Lone Tree, Colorado, US, with a workforce of 11-50 employees. Its website is https://www.AQInvest.com/.