Associate Financial Advisor

Description:

My client specializes in serving high net worth individuals, including business owners, entrepreneurs, medical professionals, and Ireland's top sports personalities. As a deliberately small and innovative firm, they pride themselves on delivering cutting-edge wealth management solutions. They are seeking a unique candidate to join their dynamic team.

Key Responsibilities:

As an Associate Financial Advisor, your role will be diverse and engaging. You'll work closely with their advisor group and senior leadership team, providing top-notch wealth management solutions to their clients.

Your responsibilities will include:

• Offering wealth management advice to high net worth clients.
• Collaborating with clients to determine their financial goals and align their financial structure accordingly.
• Analyzing, drafting, editing, and presenting comprehensive financial plans to clients.
• Assessing prospective clients' investment portfolios and financial planning during onboarding.
• Managing client communications effectively.
• Coordinating with clients' other professional advisors/specialists in areas like tax, legal, accounting, and corporate finance.
• Attending workshops (both internal and external) and managing your own professional development.
• Other duties as required.