Licensed Financial Advisor

7 days ago


Dublin, Dublin City, Ireland Bighornlaw Full time

Are you a Licensed Financial Advisor looking to make a real impact in people's lives?
Join The Pension Group in Dublin, OH, US, where we pride ourselves on providing top-notch financial advice to clients.
Our team is dedicated to helping individuals plan for a secure and prosperous future, ensuring peace of mind for all clients.
At The Pension Group, you'll have the opportunity to work with a supportive team that values integrity, professionalism, and client satisfaction above all else.
As a Licensed Financial Advisor, you will play a crucial role in guiding clients toward financial stability and success, making a meaningful difference in their lives every day.
Responsibilities
Analyze clients' financial situations, goals, and risk tolerance to develop personalized financial plans.Provide expert financial advice and recommendations to clients based on their individual circumstances and objectives.Monitor and reassess clients' financial situations regularly to ensure their financial plans are aligned with their goals.Stay up-to-date on financial market trends, investment products, and regulatory changes to provide clients with accurate and relevant information.Build and maintain strong client relationships through effective communication, trust, and exceptional service.QualificationsSeries 65 and Insurance License required.2+ years of experience in financial services, preferably in a client-facing role.Strong understanding of investment principles, financial planning concepts, and market trends.Excellent communication, interpersonal, and presentation skills.Strong analytical and problem-solving skills.Proficient in CRM, Financial Planning Software, and industry platforms.Strong customer service orientation and a commitment to client satisfaction.
#J-18808-Ljbffr


  • Financial Planner

    4 weeks ago


    Dublin, Dublin City, Ireland Advisor Employee Services Full time

    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...

  • Financial Advisor

    1 week ago


    Dublin, Dublin City, Ireland Prosperous Financial Full time

    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 Advisor

    5 days ago


    Dublin, Dublin City, Ireland Sure Financial Limited Full time

    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...


  • Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...

  • Financial Advisor

    5 hours ago


    Dublin, Dublin City, Ireland Sure Financial Limited Full time

    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:...


  • Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...


  • Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    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...


  • Dublin, Dublin City, Ireland Bighornlaw Full time

    Are you a Licensed Financial Advisor looking to make a real impact in people's lives? Join The Pension Group in Dublin, OH, US, where we pride ourselves on providing top-notch financial advice to clients. Our team is dedicated to helping individuals plan for a secure and prosperous future, ensuring peace of mind for all clients.At The Pension Group, you'll...

  • Financial Advisor

    2 weeks ago


    Dublin, Dublin City, Ireland Total Talent Full time

    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...

  • Financial Advisor

    3 weeks ago


    Dublin, Dublin City, Ireland Ask Acorn Full time

    Job Title: Financial AdvisorLocation: Multiple Locations in North East Counties (Remote work options available)Company Overview:Ask Acorn is a dynamic, customer-focused life insurance and financial planning company that provides comprehensive, tailored solutions to meet the needs of individuals, families, and businesses. We are committed to helping clients...

  • Financial Advisor

    4 weeks ago


    Dublin, Dublin City, Ireland The Panel Group Full time

    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...

  • Financial Advisor

    3 weeks ago


    Dublin, Dublin City, Ireland Rockwell Financial Management Full time

    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...

  • Financial Advisor

    3 weeks ago


    Dublin, Dublin City, Ireland Walfrid Private Full time

    At Walfrid Private, we dont just manage wealthwe help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible. Based in Ballymount, Dublin 12, we specialize in strategic financial planning that reduces costs, minimizes taxes, and maximizes long-term wealth. As we continue to grow, were looking for experienced...


  • Dublin, Dublin City, Ireland Bank of America Full time

    Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Tassajara Financial CenterApply locations Dublin time type Full time posted on Posted Yesterday job requisition id 25012425Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the...

  • Financial Advisor

    4 days ago


    Dublin, Dublin City, Ireland Walfrid Private Full time

    At Walfrid Private, we dont just manage wealthwe help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible.Based in Ballymount, Dublin 12, we specialize in strategic financial planning that reduces costs, minimizes taxes, and maximizes long-term wealth.As we continue to grow, were looking for experienced Financial...

  • Financial Advisor

    7 days ago


    Dublin, Dublin City, Ireland Wallace Myers International Full time

    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...


  • Dublin, Dublin City, Ireland Bighornlaw Full time

    Job OverviewA career as a Licensed Financial Advisor at The Pension Group offers a unique opportunity to make a meaningful impact in people's lives. As a dedicated professional, you will be responsible for providing top-notch financial advice to clients, helping them achieve their goals and secure their future.The Pension Group is committed to delivering...

  • Financial Advisor

    3 weeks ago


    Dublin, Dublin City, Ireland Brokers Ireland Full time

    Priority Insurance & Finance Solutions is an award-winning brokerage, proudly receiving the prestigious Meath Financial Broker of the Year 2025 accreditation from the All-Ireland Business Foundation. Established in 1981, we have built a strong reputation for delivering expert financial, insurance, and mortgage solutions tailored to our clients' needs. Our...

  • Financial Advisor

    4 days ago


    Dublin, Dublin City, Ireland Walfrid Private Full time

    Direct message the job poster from Walfrid PrivateRecruitment and People Partner at Walfrid Private, The Wealth Summit and Founders BoardAt Walfrid Private, we don't just manage wealth—we help business owners and entrepreneurs unlock financial freedom faster than they ever thought possible. Based in Ballymount, Dublin 12, we specialize in strategic...


  • Dublin, Dublin City, Ireland Prosperous Financial Planning Full time

    Job OverviewWe are seeking an ambitious and proactive QFA to join our Choice Team within Prosperous Financial Planning. As a Senior Financial Advisor, you will be responsible for managing the client journey for both new and existing clients, providing expert advice and guidance to meet their individual needs.About YouYou hold a QFA designation and possess...