Company DescriptionAlpha 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 DescriptionThis 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.QualificationsExpertise in financial planning, investment strategy, and retirement solutionsStrong skills in client relationship management and interpersonal communicationThorough understanding of regulatory compliance and tax advisory practicesAbility to analyze and interpret financial data to identify optimal solutionsQFA or CFP® certification; additional relevant qualifications are a plusProven experience in the financial services industry, ideally in a senior roleSelf‑motivated, organized, and capable of managing multiple client accounts effectively
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