Wealth Management Professional

3 days ago


Dublin, Dublin City, Ireland Prosperous Financial Full time
Job Overview

We are seeking an ambitious and highly proactive Senior Certified Financial Planner to join our team at Prosperous Financial.

Key Responsibilities:
  • Manage the client journey for both new and existing clients, onboard all new clients, and maintain strong relationships throughout their journey.
  • Take a holistic approach to clients' needs and provide solutions that support their financial objectives.
  • Provide expert advice on key areas that enhance clients' financial wellbeing.
  • Service existing clients through annual reviews and ongoing communications.

Reporting to: Premier Planning Manager

Department: Planning

Requirements
  • Excellent knowledge of financial services and ability to create a financial plan based on clients' goals and ambitions.
  • Strong communication skills with the ability to interact with clients in a professional manner.
  • Ability to work as part of a team and cross-functionally.
  • Knowledge of WealthTrack and Voyant would be advantageous.


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