Financial Advisor

Elevate Partners; Dublin; On-site; EUR 50,000 - 80,000; Full time

Job summary

Elevate Partners in Dublin is seeking a Financial Advisor to join a Wealth Management team, managing an established client portfolio while growing new business opportunities.

The ideal candidate is fully QFA qualified, with 4-5 years' experience, strong regulatory knowledge, and excellent communication skills to deliver client-focused financial solutions.

Qualifications

• Fully QFA qualified.
• In-depth knowledge of financial regulations and markets.
• Proven experience in financial advisory and growing client portfolios.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage and grow an existing portfolio of clients, ensuring a proactive client focused service.
• Drive new business growth through referrals, self-generated leads, and existing client relationships.
• Ensure all client records are maintained accurately.
• Conduct thorough research and analysis to recommend financial solutions addressing a wide range of client needs.
• Stay ahead of industry trends, regulatory changes and market developments.

Skills

Communication

Interpersonal skills

Commercial awareness

Regulatory knowledge

Education

QFA qualification

Job description

• Salary Competitive salary and benefits package
• Date Opened 21/09/2026
• Job Type Full time
• Work Experience 4-5 years
• City Dublin
• Province Dublin
• Country Ireland
• Postal Code D

About Us

Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe. Covering sectors such as:

• Accounting and Finance
• Asset and Wealth Management
• Aircraft Leasing
• Energy and Infrastructure
• ESG and Sustainability
• Investment Banking
• Private Equity
• Risk and Compliance

Job Description

We are currently working with a Wealth Management firm who are looking to hire a Financial Advisor to join their team in Dublin. This position involves managing an established client portfolio while also focusing on growing new business opportunities.

Responsibilities

• Manage and grow an existing portfolio of clients, ensuring a proactive client focused service
• Drive new business growth through referrals, self-generated leads, and existing client relationships
• Ensure all client records are maintained accurately
• Conduct thorough research and analysis to recommend financial solutions that address a wide range of client needs
• Stay ahead of industry trends, regulatory changes and market developments

Requirements

• Fully QFA qualified
• In-depth knowledge of financial regulations, markets and industry practices
• Demonstrable experience in financial advisory, with a proven track record of managing and growing client portfolios
• Excellent communication and interpersonal skills
• A high level of commercial awareness