Business Financial Strategist

6 days ago


Dublin, Dublin City, Ireland Walfrid Private Full time
Join Our Team
We are seeking an accomplished Financial Advisor to join our team at Walfrid Private. As a key member of our team, you will be responsible for delivering top-notch financial guidance to our clients. If you have a passion for financial planning, a knack for building strong relationships, and a drive to succeed, we encourage you to apply.

Your Responsibilities
  • Conduct in-depth financial analyses to understand clients' goals, risk tolerance, and financial situations.
  • Develop and implement tailored financial plans that align with clients' objectives, incorporating investment strategies, retirement planning, tax planning, and estate planning.
  • Collaborate with internal teams to deliver comprehensive financial solutions to clients.
  • Stay informed about market trends, economic indicators, and regulatory changes to provide the best possible advice to clients.
  • Build and maintain strong client relationships through regular communication, reviews, and adjustments to financial plans as needed.

Requirements
5+ years of experience in selling pension, investment, or protection products in the Irish market. QFA certification is required. Additional certifications like RPA, SIA, or CFP are highly valued.

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