Job Description
We are currently working with a Wealth Management firm who are looking to hire a Financial Advisor to join their team in Dublin. 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.