Senior Wealth Management Specialist

21 hours ago

Passage West, Cork, Ireland beBeeFinancial Full time €80,000 - €100,000

Financial Solutions Advisor

Join us to explore the role of a Financial Solutions Advisor.

  • We are seeking an experienced professional to provide expert financial guidance to clients, focusing on customized solutions tailored to their individual needs.
  • You will be responsible for conducting thorough financial analyses, developing strategic plans, and delivering exceptional client service.
  • To succeed in this role, you must possess strong communication and interpersonal skills, with the ability to build trust with clients and collaborate effectively with cross-functional teams.

Key Responsibilities:

  • Deliver high-quality financial advice and guidance to clients, ensuring alignment with their goals and objectives.
  • Conduct regular reviews and assessments to stay up-to-date on clients' financial situations and make informed recommendations.
  • Maintain accurate records and documentation, adhering to regulatory requirements and company standards.
  • Foster strong relationships with clients, understanding their unique needs and providing personalized support.
Requirements:
  • Combined minimum of 8 years' higher education and/or work experience, including a minimum of 6 years' investment or insurance sales experience.
  • FINRA Series 7, 63, and 65 or 66 licenses.
  • Pertinent state Life/Variable Insurance (LAH) licenses.

We offer:

  • A dynamic work environment that values innovation, collaboration, and continuous learning.
  • A competitive compensation package, including commissions and bonuses.
  • Ongoing training and development opportunities to enhance your skills and expertise.
Why Work with Us?

We are committed to helping our clients achieve their financial goals through personalized service, expert guidance, and innovative solutions. Our team is dedicated to building long-term relationships based on trust, integrity, and mutual respect.

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