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Financial advisor

Dundalk
Ask Acorn
Financial advisor
€104,000 - €130,878 a year
Posted: 10 September
Offer description

Company Description

Ask Acorn, a 100% Irish-owned company, is a one-stop shop for insurance and personal finance needs, offering tailored solutions and personal service through a nationwide network of local financial advisors. Recognized as a 'Great Place to Work', Ask Acorn provides diverse career opportunities, professional development, and flexible working options. Our team benefits from competitive salaries, discounted insurance products, a company pension scheme, and bonus opportunities. We are committed to fostering an inclusive environment where all team members can thrive and achieve their fullest potential.

Role Description

This is a full-time hybrid role for a Financial Advisor located in North Macedonia, with some work from home flexibility. The Financial Advisor will be responsible for analyzing clients' financial situations, offering tailored financial advice, managing portfolios, and ensuring compliance with regulatory requirements. Daily tasks include client consultations, creating financial plans, conducting market research, and maintaining updated knowledge of financial products and services.

Qualifications

* Strong understanding of financial planning and risk management
* Experience in client relationship management and consultation
* Proficiency in market research and analysis
* Knowledge of regulatory compliance and financial products
* Excellent communication and interpersonal skills
* Ability to work both independently and as part of a team
* Bachelor's degree in Finance, Economics, Accounting, or a related field
* Relevant certifications (e.g., CFP, CFA) are a plus

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