Summary
Overview
Work history
Education
Skills
Timeline
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Jason Doherty

Lucan ,County Dublin

Summary

Experienced financial planner with a strong background in developing comprehensive financial plans and wealth management strategies. Adept at planning for retirement and addressing retirement needs, providing expert investment planning and advice. Proficient in Excel and Word, with excellent interpersonal skills to effectively communicate complex financial concepts. Committed to helping clients achieve their financial goals through tailored solutions and strategic guidance.

Overview

6
6
years of professional experience
5
5
years of post-secondary education

Work history

Senior Wealth Advisor

Campion Insurance
Sandyford , Ireland
11.2024 - 09.2025
  • Services a client book of 500+ individual clients
  • Offered advice over a wide array of products including self admin pension, Greenman and life company funds.
  • Developed comprehensive client relationship management strategies to enhance engagement and satisfaction.
  • Conducted regular client reviews to assess needs and provide tailored solutions for ongoing support.
  • Mentored junior staff on best practices for client communication and relationship building.
  • Developed comprehensive financial plans tailored to individual client needs.

Wealth Advisor

Employee Financial Wellness
Blanchardstown, Leinster
05.2024 - 09.2024
  • Developed comprehensive financial plans tailored to individual client goals and risk tolerance.
  • Advised clients on investment opportunities ensuring alignment with long-term financial objectives.
  • Mentored junior advisors guiding them in delivering exceptional client service.
  • Led client meetings to review portfolio performance and discuss market trends.
  • Conducted thorough market research to identify emerging investment opportunities.

Senior financial advisor

Fairstone Asset Management
05.2023 - 05.2024
  • Assisted clients with planning for and funding retirements using various types of investments.
  • Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Assessed client asset portfolios to maximise return on investment.
  • Updated clients on new financial products for improved investment possibilities.
  • Renewed contracts promptly to maintain high-value client bases.
  • Advised clients in person, over phone and in writing to deliver top service and optimum strategies.

Senior financial advisor

Finance One Ltd
06.2021 - 05.2023
  • Sourced new business through strategic networking to maximise investment opportunities.
  • Supported clients in setting clear financial goals with plans to achieve them.
  • Analysed risk across client assets, maintaining investment security.
  • Built and carefully managed loyal, profitable client bases.
  • Assessed clients' financial requirements to devise bespoke investment plans.

Financial Advisor

Cornmarket
10.2019 - 06.2021

Education

Bachelor of Science - Finance

Chestnut Hill University
Philadelphia, USA
08.2014 - 05.2019

Skills

  • Developing financial plans
  • Wealth management
  • Planning for retirement
  • Retirement needs
  • Investment planning
  • Investment advice
  • Skilled in Excel & Word
  • Interpersonal Skills

Timeline

Senior Wealth Advisor

Campion Insurance
11.2024 - 09.2025

Wealth Advisor

Employee Financial Wellness
05.2024 - 09.2024

Senior financial advisor

Fairstone Asset Management
05.2023 - 05.2024

Senior financial advisor

Finance One Ltd
06.2021 - 05.2023

Financial Advisor

Cornmarket
10.2019 - 06.2021

Bachelor of Science - Finance

Chestnut Hill University
08.2014 - 05.2019

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Jason Doherty