Senior Financial Advisor

Alpha Wealth; Cork; On-site; EUR 65,000 - 95,000; Full time

Job summary

Alpha Wealth in Cork is seeking a Senior Financial Advisor to work with individual and corporate clients, delivering tailored financial planning and investment strategies. You will conduct assessments, develop plans, and guide asset management while ensuring regulatory compliance and tax considerations.

Strong relationship skills are essential for long-term client satisfaction. The role is full-time and on-site in Cork, requiring an experienced advisor committed to transparent, reliable guidance

Qualifications

• Expertise in financial planning, investment strategy, and retirement solutions.
• Strong skills in client relationship management and interpersonal communication.
• Thorough understanding of regulatory compliance and tax advisory practices.
• Ability to analyze and interpret financial data to identify optimal solutions.
• QFA or CFP certification; additional relevant qualifications are a plus.
• Proven experience in the financial services industry, ideally in a senior role.
• Self-motivated, organized, and capable of managing multiple client accounts effectively.

Responsibilities

• Provide personalized financial planning and investment strategies for individual and corporate clients.
• Conduct financial assessments and develop tailored financial plans.
• Advise on asset management and investment strategies while ensuring regulatory compliance.
• Maintain long-term client relationships to build trust and client satisfaction.

Skills

Financial planning

Investment strategy

Retirement planning

Client relationship management

Regulatory compliance

Tax advisory

Financial data analysis

Education

QFA or CFP certification

Job description

Company Description

Alpha Wealth, established in Cork over a decade ago, is one of Ireland’s leading financial services advisory firms. We provide holistic financial solutions, including asset management, retirement planning, tax advice, and investment strategies, empowering over 4,000 clients nationwide to achieve financial security and confidence. Our team of QFA and CFP®-certified advisors delivers transparent and reliable guidance, managing assets worth more than €250 million. Regulated by the Central Bank of Ireland, we are committed to offering accessible financial education through free insights and webinars to help clients optimize their finances.

Role Description

This is a full-time, on-site role based in Cork for a Senior Financial Advisor. The Senior Financial Advisor will work directly with individual and corporate clients to provide personalized financial planning and investment strategies. Responsibilities include conducting financial assessments, developing tailored financial plans, advising on investment and asset management, and ensuring compliance with regulatory standards. The role requires consistent relationship management to build trust and long-term client satisfaction.

Qualifications

• Expertise in financial planning, investment strategy, and retirement solutions
• Strong skills in client relationship management and interpersonal communication
• Thorough understanding of regulatory compliance and tax advisory practices
• Ability to analyze and interpret financial data to identify optimal solutions
• QFA or CFP® certification; additional relevant qualifications are a plus
• Proven experience in the financial services industry, ideally in a senior role
• Self-motivated, organized, and capable of managing multiple client accounts effectively