Wealth Advisor

Cantor Fitzgerald · Cork

Role Summary:

We are looking to recruit a Wealth Advisor to support the continued growth of our Wealth Management business. The successful candidate will work closely with Relationship Managers to identify opportunities, deepen existing client relationships and assist in the delivery of wealth management solutions across retirement planning, investments, savings and protection. The individual should be comfortable working across both insured and non-insured solutions.

The role will involve direct engagement with clients, participation in client meetings and the preparation of recommendations tailored to clients' objectives. Financial planning tools, including Voyant, will be utilised where appropriate to support advice and illustrate potential outcomes. The successful candidate will also work closely with product providers and internal teams to ensure the efficient implementation of advice and delivery of ongoing service.

Under The Central Bank of Ireland’s (CBI) Individual Accountability Framework (IAF) established under The Central Bank (Individual Accountability Framework) Act 2023 (IAF Act), as an expected
Control Function holder, you have a Duty of Responsibility under the CBI Common Conduct
Standards. These standards include:

acting with honesty and integrity,
acting with due skill, care and diligence,
co-operating in good faith and without delay with the Central Bank of Ireland
acting in the best interest of customers and treating them fairly and professionally
operating in compliance with standards of market conduct and trading venue rules

Title: Wealth Advisor Location: Cork, Ireland Reporting to: Director of Wealth Management – Pensions and Wealth Planning Contract Type: Full time Permanent Cantor Fitzgerald Cantor Fitzgerald Ireland is part of leading global financial services firm Cantor Fitzgerald. Cantor Fitzgerald has offices and trading desks in all major financial service centres throughout the world. We specialise in equities, Investment Banking, Real Estate, Fixed Income and Currencies. Cantor Fitzgerald’s affiliate businesses include: BGC Group Inc. (BGC), Newmark (NMRK), and GFI Group (GFI). Cantor Fitzgerald Ireland provides a full suite of investment services, primarily wealth management, fund management, debt capital markets and corporate finance.

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