Senior Wealth Advisor — Retirement & Investment Planning

Cantor Fitzgerald Ireland Ltd; Cork; Hybrid; EUR 60,000 - 90,000; Full time

Job summary

Cantor Fitzgerald Ireland Ltd is seeking a Wealth Advisor to support the growth of our Wealth Management business. You will work with Relationship Managers to identify opportunities and deliver wealth management solutions across retirement, investments, savings and protection, including insured and non-insured structures.

You will engage with clients, attend meetings and tailor recommendations using planning tools.

Qualifications

• QFA qualified or equivalent satisfactory to the Central Bank of Ireland.
• CFP qualification or progress towards CFP is desirable.
• Minimum 5 years’ experience in financial services, wealth management or related client-facing role.
• Strong knowledge of retirement planning, investments, savings and protection in the Irish market.
• Ability to explain wealth strategies clearly and translate recommendations into client outcomes.

Responsibilities

• Support delivery and implementation of wealth management solutions across retirement, investment, savings and protection.
• Build and develop strong relationships with existing and prospective clients.
• Work with Relationship Managers to broaden client relationships and deliver wealth solutions.
• Identify opportunities to deepen client relationships and introduce additional planning and protection options.
• Prepare for and attend client meetings, present recommendations and support advice delivery.
• Utilise planning tools (e.g., Voyant) to illustrate outcomes and support client advice.
• Ensure timely completion of business with product providers and internal stakeholders.
• Maintain thorough understanding of the firm’s products, services and investment propositions.
• Brief the Wealth Management team on relevant legislative and technical developments.

Skills

Relationship management

Financial advice

Cashflow modelling

Irish wealth market

Education

QFA qualified

CFP desirable

5+ years in financial services

Job description

Cantor Fitzgerald Ireland Ltd is seeking a Wealth Advisor to support the growth of our Wealth Management business. You will work with Relationship Managers to identify opportunities and deliver wealth management solutions across retirement, investments, savings and protection, including insured and non-insured structures.

You will engage with clients, attend meetings and tailor recommendations using planning tools.