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Experienced Wealth Manager & Senior Partner at Pro Wealth
Company Description
Pro Wealth is a financial planning firm in Dublin 12, specializing in Exit Strategies, Estate Planning, Risk Management, and Tax Structures for High Net Worth Individuals and Company Directors. Our personalized service is tailored to meet the needs of each client, providing top-quality financial planning in a private and flexible manner.
Role Description
This is a full-time hybrid role as a Financial Advisor at Pro Wealth. The Financial Advisor will be responsible for day-to-day financial planning, retirement planning, investment advice, and providing financial advisory services. While the role is based in Dublin 12, some work from home is acceptable.
Qualifications
* Financial Planning and Finance skills
* Retirement Planning expertise
* Investment knowledge
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal abilities
* Experience in the financial services industry
* Certifications such as CFP, CFA, or equivalent
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance and Sales
Industries
* Investment Management
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