Position: Trainee Wealth Advisor
Location: Dublin, Ireland
Salary: Generous and high-earning pay structure across all products, USD / Month
Join a globally renowned financial services firm with expanding operations across Europe.
We seek ambitious Trainee Wealth Advisors to join our dynamic team in Dublin.
This role is ideal for individuals with a background in direct sales or financial services eager to advance in wealth management.
We offer exceptional growth opportunities and a structured pathway to becoming a qualified Financial Planner, backed by a global reputation for excellence in independent financial planning.
Who Should Apply? Applicants should have at least 2 years of experience in direct sales and/or financial services, with a passion for finance, client service, and long-term career growth in the sector.
Our firm provides a range of investment and wealth management solutions across Europe, the Middle East, Asia, Africa, and Australasia.
The Dublin office plays a key role in our European strategy and maintains strong links with award-winning teams in Switzerland.
This position offers a unique chance to gain international exposure and develop core financial planning skills in a supportive, high-performance environment.
Role Expectations Initially, you will undergo immersive training in financial planning, focusing on European regulations and Swiss client servicing standards.
You will:
Learn the full client journey from prospecting to onboarding Gain experience in report writing, financial analysis, and portfolio structuring Train in proprietary tools and planning processes Enroll in professional qualifications such as CISI and CII certifications Support will be provided for exam preparation, along with ongoing internal training through accredited providers and a dedicated Learning & Development team.
Candidate Profile We seek ambitious, self-motivated individuals committed to building a long-term career in financial planning.
The ideal candidate is a strong communicator, detail-oriented, capable of managing multiple priorities, and a team player.
A passion for personal development and the ability to thrive in a fast-paced, supportive environment are essential.
Why Join Us? This role offers unparalleled international exposure, development opportunities, and future career potential.
Successful candidates will be well-positioned for senior advisory roles, management, or international placements within our global network.
Application Note: This position is suitable for both experienced and qualified IFA candidates and those eager to start a career in financial services and wealth management.
It is NOT suitable for candidates from accounting, auditing, or financial management professions.
Only apply if you have financial services sales aspirations.
Please upload your CV/resume or relevant files.
Max file size: 50 MB.
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