High-Value Financial Solutions Associate
You will support a dynamic team in evaluating client goals, risk profiles and current investment strategies to determine suitable asset allocation recommendations. As a key member of our team, you will analyze data and insights to inform your advice, collaborating with other teams to deliver exceptional results. Your responsibilities may include preparing and formatting written proposals, partnering with internal groups to ensure smooth case transitions, and working on ad hoc projects to enhance efficiency. You will also use financial planning and investment principles to provide high-quality work within tight deadlines. We offer an array of benefits including 100% paid premiums for healthcare and dental plans, 28 days annual leave, enhanced maternity pay, $10,000 fertility benefit, a retirement pension plan, monthly gym subsidy and more.
The global organization we are part of is known for putting clients first, providing unmatched service and taking a personalized approach to investing. Our collaborative working environment practices ongoing training, educational support and employee appreciation events. This is an in-office role but you may have the opportunity to participate in our hybrid work from home program based on performance and tenure.
FISHER INVESTMENTS IRELAND IS AN EQUAL OPPORTUNITY EMPLOYER