Affluent Wealth Advisor: Digital Planning & Growth

Davy; Munster; Hybrid; EUR 60,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Flexible working

Learning & development opportunities

Assisted retirement planning

Job summary

Davy, one of Irelands leading wealth management firms, invites experienced Financial Advisers to join its newly established nationwide Affluent Private Client team. You will build trusted relationships with affluent clients, deliver holistic financial planning, and work with digital tools to scale advisory services.

Ideal candidates combine technical planning knowledge with clear communication, and are comfortable in a dynamic, evolving environment as part of a hybrid working model in Ireland.

Qualifications

• Degree or Masters in business, finance, economics, accounting, law, engineering or related discipline.
• QFA qualification essential.
• CFP qualification preferred or pursuing CFP status.
• CFA or other recognised financial planning qualifications considered.
• Minimum Competency Code fulfilled or pursued as required.

Responsibilities

• Build relationships with affluent clients and understand their financial goals.
• Convert referrals into new business through effective advisory conversations.
• Deliver holistic financial planning across investments, pensions, retirement and protection.
• Develop financial plans using Davy's digital planning tools and client engagement platforms.
• Manage a portfolio of clients with proactive service and advice.

Skills

Financial planning

Affluent clients

Relationship building

CRM platforms

Digital planning tools

Education

Degree/Masters in business/finance

QFA

CFP

CFA or similar

Minimum Competency Code

Tools

CRM platforms

Davy digital planning platform

Job description

Davy, one of Irelands leading wealth management firms, invites experienced Financial Advisers to join its newly established nationwide Affluent Private Client team. You will build trusted relationships with affluent clients, deliver holistic financial planning, and work with digital tools to scale advisory services.

Ideal candidates combine technical planning knowledge with clear communication, and are comfortable in a dynamic, evolving environment as part of a hybrid working model in Ireland.