Wealth Manager

Are you a seasoned financial advisor ready to elevate your career? Then consider this high-growth Wealth Management firm based in Dublin. This firm empowers Irish Company Directors, Business Owners, and Entrepreneurs to unlock the potential of their investments by providing a deeper and more rounded service. With a unique focus on maximizing cost-efficiency, reducing tax liabilities (don't worry you don't need to be the expert here), and designing bespoke financial strategies, we're committed to accelerating clients' financial independence.

This is an opportunity to work with an established client base, with the team providing significant lead generation flow. With extensive back-office support, including compliance and administration, you'll be free to focus on what you do best, delivering high-impact financial guidance and achieving significant commission earnings in a rewarding, growth-oriented environment.

Key Responsibilities:

• Conduct detailed financial assessments to understand and align with clients' goals and financial situations.
• Develop and implement advanced, tailored financial plans covering investment, retirement, tax, and estate strategies.
• Provide expert advisory on diverse financial products, leveraging deep industry insights to guide clients effectively.
• Stay current on market trends and regulatory updates to deliver proactive, competitive client advice.
• Build and maintain lasting client relationships through regular communication and strategic financial adjustments.
• Collaborate closely with internal teams to deliver a seamless, fully integrated service experience.
• Uphold high standards of compliance and ethics in all client interactions.

To Excel in This Role:

• Minimum 5 years' experience in financial advisory, with a strong track record of driving fee-based results.
• QFA certification required
• Excellent communication and analytical skills, paired with a strategic, client-focused approach.

What's in it for You?

• Impressive earning potential with a high-performance commission structure.
• 100% lead generation from our marketing team for a steady client flow.
• Full administrative and compliance support to maximize your client engagement time.
• A dynamic, growth-focused environment with continuous professional development.

Take the next step by contacting Michael Gorman or applying with your CV below.