Senior Affluent Wealth Advisor

Davy; Limerick; Hybrid; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working model

Learning & development opportunities

Health and wellbeing program

Job summary

Davy is seeking an Adviser to join its nationwide Affluent business. You will work in a technology-enabled advisory environment to provide bespoke financial planning and advice to affluent clients, across investments, pensions and protection, while leveraging digital tools and a growing client base.

With 3–7 years in financial advice, you will build relationships, convert opportunities, and collaborate with partners to deliver superior client outcomes in a hybrid Irish workplace.

Qualifications

• 3–7 years of experience in financial advice or wealth management.
• Experience with affluent clients and wealth management is desirable.
• Strong understanding of financial planning across investments, retirement, and protection.

Responsibilities

• Build trusted relationships with affluent clients and understand their goals.
• Convert referrals into new business through effective conversations.
• Deliver holistic financial advice across investments, pensions, retirement and protection.
• Develop and present financial plans using digital planning tools and client engagement platforms.
• Manage a portfolio of clients and grow the pipeline through referrals.

Skills

Financial planning knowledge

Client advisory skills

Communication

Education

Bachelor's or Master's in business/finance/economics/law/engineering

Tools

CRM platforms

Digital planning tools

Client portals

Job description

Davy is seeking an Adviser to join its nationwide Affluent business. You will work in a technology-enabled advisory environment to provide bespoke financial planning and advice to affluent clients, across investments, pensions and protection, while leveraging digital tools and a growing client base.

With 3–7 years in financial advice, you will build relationships, convert opportunities, and collaborate with partners to deliver superior client outcomes in a hybrid Irish workplace.