Company Description Imperius Wealth is a client-focused financial services firm that supports individuals at every stage of their financial journey, from beginners to seasoned investors. The firm’s internationally qualified advisers provide tailored solutions designed to meet diverse financial needs and goals. Imperius Wealth emphasizes personalized service, clear communication, and long-term relationships built on trust. Team members join a collaborative environment that values professional expertise, continuous learning, and high-quality advice.
Role Description This full-time Financial Advisor role is based in Dublin and follows a hybrid working model, combining on-site client engagement with some work from home. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop comprehensive financial plans. Daily responsibilities include advising on investments, retirement planning, and overall wealth management, as well as preparing reports, reviewing portfolio performance, and adjusting strategies as needed. The role involves maintaining regular contact with clients, staying current with market trends and regulatory changes, and collaborating with colleagues to deliver consistent, high-quality advice.
Qualifications