Financial Advisor
Are you a high-performing financial sales professional who thrives on building trust with successful investors?
Our client, an
investment management company
, is expanding its Irish team and is seeking a Senior
P Advisory professional
to engage with qualified, high-net-worth leads and grow the firm's client base.
This is
not a cold-calling role
all appointments are pre-qualified. You'll meet directly with prospective clients to understand their investment goals and introduce them to the firm's wealth management solutions. You'll be supported by a world-class team handling portfolio management, client onboarding, and long-term service, so you can focus on what you do best:
developing new business
.
What You'll Do
* Engage with high-net-worth prospects through scheduled consultations
* Identify opportunities to onboard new clients and assets
* Deliver a consultative, solutions-driven sales process
* Collaborate with internal specialists to ensure seamless client transitions
* Track and exceed individual sales and growth targets
What You'll Bring
* Proven track record of success selling investment or financial services to private clients
* Minimum 5 years' experience working with high-net-worth individuals
* QFA or APA qualification (or equivalent) preferred
* Exceptional closing ability and comfort working to measurable goals
* Entrepreneurial mindset driven, competitive, and resilient
* Excellent communication and relationship-building skills
* Professional integrity and client-first attitude
What's On Offer
* Earnings potential exceeding €250,000
(base + uncapped performance structure)
* All leads provided – no cold calling
* Option to work
fully remote
or
from our Dublin city centre office
* Industry-leading benefits package including health cover, pension, and wellbeing supports
* Ongoing professional development and advancement opportunities