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Wealth Management Expert

2 weeks ago

Dublin, Dublin City, Ireland Elevate Financial Planning Full time

As a Financial Advisor at Elevate Financial Planning, you'll be responsible for building strong relationships with clients, understanding their financial goals, and providing expert advice on investments, retirement planning, and other financial matters.

This role requires:

  • Strong analytical and problem-solving skills
  • Excellent communication skills, both written and verbal
  • Ability to build and maintain client relationships
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Relevant certifications such as CFP (Certified Financial Planner) are a plus
  • Proficiency in financial planning software and tools

We're seeking a detail-oriented and customer-focused individual who can deliver high-quality financial advisory services to our clients.