Financial Advisor

Elevate Partners

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profile Job Location:

Galway - Ireland

profile Salary: Not Disclosed
profile Experience Required: 4-5years
Posted on: 8 hours ago
Vacancies: 1 Vacancy

Job Summary

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

Responsibilities of this Financial Advisor Job:
  • 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 of this Financial Advisor Job:
  • 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
For more information on this Financial Advisor Job or to discuss in more detail contact Aoife Stokes at or apply directly below.





Required Skills:

Financial Advice


Required Education:

QFA

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