[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.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 initiativesSkillsProven 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 teamSeries 65 or 66 licensing is requiredRelevant certifications (e.g., CFP, CFA) are preferredBenefitsIndependence 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 environmentComprehensive out-of-office supportCompany OverviewAQI 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/.