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Chief wealth strategist

Dublin
beBeeFinancial
Posted: 17 September
Offer description

We are seeking experienced financial professionals to join our advisory team.


Key Responsibilities:

* Assisting clients in developing strategies for long-term wealth growth and protection.
* Crafting customized plans that align with their personal and business objectives.
* Staying up-to-date on market trends and industry developments to provide timely, strategic advice.
* Fostering long-term relationships and delivering ongoing support as clients' needs evolve.


Requirements:

* Minimum 5 years of experience in financial consulting, with a strong background in pension, investment, or protection products in the Irish market.
* QFA qualification required, additional qualifications highly valued.
* A passion for working with business owners and the ability to simplify complex financial concepts.
* A results-driven mindset, excellent communication skills, and a commitment to exceptional client service.

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