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Digital Financial Advisor

Remote / Online - Candidates ideally in
Dundalk, Baltimore City, Maryland, 21222, USA
Listing for: Irish Life Group Services Limited
Full Time, Remote/Work from Home position
Listed on 2025-12-16
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

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  • Full Time
    Permanent
    position
  • Hybrid role - Nationwide

What we offer

We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.

We offer a comprehensive benefits package including competitive salaries and bonuses, robust Learning and Development support, excellent Defined Contribution pension and comprehensive Wellbeing initiatives and support to name but a few.

At Irish Life, our purpose is to help people build better futures. Our company values shape everything we do and underpin our vision of being the driving force behind Ireland’s financial, physical, and mental well-being.

We believe in doing the right thing
—acting with integrity and making fair, responsible decisions. We aim high
, setting ambitious goals and find better ways to innovate and improve. Our customers are at the heart of everything we do and we are dedicated to understanding their needs and exceeding their expectations. Achieving this is only possible when we work best together
—in a supportive, collaborative environment where every idea and contribution is valued.

Role Overview

Ready to take your financial expertise to new heights?

We welcome both experienced advisors and those who already hold their QFA and are looking to start their career in financial advice. We’ll provide a comprehensive training programme where you’ll be supported, guided, and set up for success in your career.

At Irish Life we’re passionate about helping the people of Ireland to take care of their financial well-being, so they can live better lives today and build better futures.

As part of our continued expansion and business growth plans, we're looking for Digital Financial Advisors to join our Financial Planning team that provide market-leading financial advice. The team provide financial advice remotely, making it easy for people to get the help they need to put a financial plan in place for the future, and to guide them through important milestones like buying a home or planning for retirement.

This is an exciting opportunity to provide expert financial advice to such customers, make a real impact, and grow your career in an innovative and rewarding environment. Our Financial Advisors are uniquely positioned to build and develop long standing relationships with a portfolio of new and existing customers.

What you will help us to achieve
  • Build relationships: Establish and develop relationships with new and existing clients, continuously working to achieve high standards through the Irish Life advice processes.
  • Elevate Client Satisfaction: Establish and develop relationships with the relevant teams and stakeholders both within Irish Life and your corporate customer base to ensure that customers experience the benefits of the advice process.
  • Compliance Champion: Ensure compliance with company policies, regulatory standards, and legal requirements, all while providing the best professional advice.
What you will need to be successful in the role
  • Proven Success in Helping Others: Show your experience in supporting people and organisations, with a track record of achieving great results.
  • People-Centric skills: Embrace a customer-facing role where your warm demeanour and commercial awareness will make a positive impact.
  • Navigating Regulations with Ease: Detailed knowledge and understanding of regulatory and compliance requirements of the financial industry in Ireland.
  • Connecting Through Communication: Shine with excellent communication and interpersonal skills to build lasting relationships with both new and existing customers.
  • Knowing & Growing: Have the right professional qualifications and an appetite to keep staying ahead. You’ll be a Qualified Financial Advisor and be up to date on all Continuous Professional Development requirements (minimum requirement). Hold or be on the path of obtaining the Retirement Planning Advisor designation. You will also be subject to Fitness and Probity regulation as set out by Central Bank of Ireland.
  • Taking the Initiative and Being part…
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