Company Description
At Elevate Financial Planning, our philosophy is to offer tailor-made advisory services specific to your needs and concerns. Our mission is to understand your unique financial position and prioritize areas of importance to provide effective guidance for your financial well-being. We aim to develop and maintain long-standing relationships with our clients. We pride ourselves on our dedication to each individual, offering personalized services that provide security and peace of mind for the future.
Role Description
This is a full-time hybrid role for a Financial Advisor located in Wexford, with some work-from-home flexibility. The Financial Advisor will be responsible for understanding clients’ financial goals, developing personalized financial plans, offering advice on investments, retirement planning, and other financial matters, as well as monitoring and updating clients on their financial status. Advisors will also build long-term relationships with clients and provide ongoing financial advice and support.
Qualifications
* Skills in Financial Planning, Retirement Planning, and Financial Advisory
* Knowledge and experience in Investments and Finance
* Strong communication skills, both written and verbal
* Ability to build and maintain client relationships
* Bachelor's degree in Finance, Economics, Business, or a related field
* Relevant certifications such as CFP (Certified Financial Planner) are a plus
* Proficiency in financial planning software and tools
* Excellent analytical and problem-solving skills
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