Wealth Advisor – Retirement & Investments (Ireland)

Cantor Fitzgerald Ireland Ltd; Dublin; Ibrido; EUR 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Cantor Fitzgerald Ireland is seeking a Wealth Advisor to strengthen our Wealth Management team. You will work with Relationship Managers to deliver retirement, investment, savings and protection planning for clients, using Voyant and other tools to illustrate outcomes and support advice.

You will liaise with product providers and internal teams to implement advice, maintain client arrangements, and grow wealth management opportunities within insured and non-insured structures.

Competenze

• QFA qualified or equivalent satisfying Central Bank of Ireland’s requirements.
• CFP qualification or progress towards CFP is desirable.
• Minimum 5 years’ experience in financial services, wealth management or related client-facing role.
• Strong understanding of the Irish wealth management market, including retirement, investment, savings and protection.

Mansioni

• Support delivery of wealth management solutions across retirement, investment, savings and protection planning.
• Build and develop relationships with existing and prospective clients.
• Work with Relationship Managers to identify opportunities and broaden client relationships.
• Present recommendations and support advice delivery at client meetings.
• Utilise planning tools (e.g., Voyant) to illustrate outcomes and support client advice.

Conoscenze

Wealth management

Relationship management

Financial planning

Client communication

Formazione

QFA qualified

CFP qualification or progress towards CFP

Strumenti

Voyant

Descrizione del lavoro

Cantor Fitzgerald Ireland is seeking a Wealth Advisor to strengthen our Wealth Management team. You will work with Relationship Managers to deliver retirement, investment, savings and protection planning for clients, using Voyant and other tools to illustrate outcomes and support advice.

You will liaise with product providers and internal teams to implement advice, maintain client arrangements, and grow wealth management opportunities within insured and non-insured structures.