About this role
Private Client Adviser at Davy. Location: Dublin, County Dublin, Ireland. Role: building relationships, providing advice, developing business Requirements: Degree (business/accounting/law/engineering or related), QFA required, CFP preferred, ~5 years financial advice/portfolio management experience, strong regulatory knowledge, client relationship and business development skills. Category: Finance and Accounting Seniority: Senior Level Tools: Financial Planning tool, Client Portal Certifications: qfa, cfp, apa (regulation & investment), apa (pensions), registered stockbroker Commitment: Full Time Workplace: Hybrid Languages: English