Financial Advisor

Direct message the job poster from Prosperous FinancialNo.1 Bestselling Author | Host of How to be Good with Money on RTÉ One | Private Consultations with Prosperous Financial | Corporate Speaker |Reporting to: Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our...

Financial Planner Our well-established and growing financial planning firm is seeking to add a Financial Planner to our teamOur firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors.We are a fast-paced, mission-driven company with a collaborative, dynamic work...

Financial Planner Our well-established and growing financial planning firm is seeking to add a Financial Planner to our team Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors. We are a fast-paced, mission-driven company with a collaborative, dynamic work...

About Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele. Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies. Job...

Job Title: Senior Financial Advisor Reporting to: Premier & Choice Manager Department: Planning We have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial. As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will...

About Us: Sure Financial is an award winning financial brokerage based in Dublin 15, committed to providing exceptional financial advisory and wealth planning services to our diverse clientele.Our mission is to empower individuals and business owners to achieve their financial goals through personalized and comprehensive financial strategies.Job Description:...

Job Title: Senior Financial AdvisorReporting to: Premier & Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial.As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure...

Job Title: Senior Financial AdvisorReporting to: Premier & Choice ManagerDepartment: PlanningWe have an exciting opportunity for an ambitious, highly proactive Qualified Financial Advisor (QFA) to join our Choice Team within Prosperous Financial.As a Choice Advisor you are responsible for both new and existing Prosperous Financial clients. You will ensure...

**Company Overview**Our well-established and growing financial planning firm, Advisor Employee Services, is dedicated to providing exceptional client experiences. We have a proven marketing and operations system, allowing us to steadily increase our client base and attract additional advisors.

Job DescriptionWe are seeking a highly motivated Customer Service Advisor to join our Life Sales team. As a Customer Service Advisor, you will be responsible for making appointments with existing clients, on behalf of our team of Financial Consultants, on a primarily outbound call basis.You will effectively manage the diaries of our Consultants to ensure...

**Responsibilities**Create plans and proposals for potential clients, reviewing existing plans and making recommendations for client reviews.Identify areas of opportunity and new planning strategies, being a resource to the lead advisor in complex planning meetings to present planning concepts & analysis to clients.Participate in the research and response of...

Financial Advisor Our client, a financial planning and advisory firm based in South Dublin, is currently seeking a Financial Advisor to join their established team. The Job: Meet with new clients and guide through the financial planning process Identify needs and opportunities for new business Conduct annual client reviews Managing referrals from other...

As a Client Services Executive at Prosperous Financial, you will be responsible for handling client enquiries, processing transactions, and supporting our financial advisors in delivering effective financial planning solutions.Job Description:Manage client relationships, providing timely and accurate responses to client enquiries and requests.Work closely...

Financial AdvisorOur client, a financial planning and advisory firm based in South Dublin, is currently seeking a Financial Advisor to join their established team.The Job:Meet with new clients and guide them through the financial planning processIdentify needs and opportunities for new businessConduct annual client reviewsManage referrals from other...

About Us: Rockwell is a dynamic and industry renowned Financial Planning business based in Dublin, dedicated to providing exceptional financial planning, wealth management and employee benefit services to our clients. We are committed to excellence, integrity, and innovation in all aspects of our business. The Role We're seeking ambitious, motivated, client...

About the RoleThis is an exciting opportunity for a highly motivated and experienced Senior Certified Financial Planner (CFP) to join our team at Prosperous Financial.You will be responsible for guiding clients along the path of their financial journey, helping them to achieve their financial objectives through a holistic lifestyle financial planning...

My Client, a leading Wealth Management Company is currently looking for a Financial Advisor to join their dynamic team. This is an excellent opportunity for ambitious professionals who are passionate about delivering high-quality financial outcomes for clients. In this role, you'll have the opportunity to take control of your career while playing a key role...

**Job Summary**We are seeking a talented Comprehensive Wealth Strategist to join our team of professionals. As a key member of our organization, you will play a vital role in creating customized comprehensive financial plans for our clients.As a Personal Financial Solutions Expert, you will lead a team that supports financial advisors with the creation of...

About the OpportunityWe are recruiting a skilled Residential Mortgage Advisor to join our team at DNG Financial Services Ltd. As a residential mortgage advisor, you will play a crucial role in providing expert advice to our clients on their mortgage options.ResponsibilitiesThe successful candidate will be responsible for:Achieving mortgage business targets...

This range is provided by Total Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeMy client is seeking a highly motivated Financial Advisor to provide expert financial advice in Retirement Planning, Investments, Life Insurance, Serious Illness Cover, and Income Protection. The role...