[Remote] Financial Advisor
Note: The job is a remote job and is reputed company 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 reputed company exceptional financial planning and investment advisory services while utilizing AQI's comprehensive platform to enhance client relationships and business growth.
Responsibilities
- reputed company 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 reputed company team to reputed company 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
- reputed company 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