Davy
The Financial Planning Associate supports the development and enhancement of a digital advice platform within a transformation project, collaborating with specialists, product owners, and technology teams. The role involves applying financial planning knowledge to design high-quality advice propositions and validating client outcomes through cash flow modelling. It offers a strong foundation for a career in financial planning or wealth management by combining expertise in project delivery and business innovation.
Headquarters
Dublin 2, Leinster, Ireland
Company Size
501-1000 employees
Founded
1926
Davy Group is a leading financial services firm in Ireland, specializing in Wealth Management and Capital Markets. It provides a comprehensive range of services, including financial and retirement planning, as well as corporate finance, equities, and investment advice. Davy is recognized for its dedicated approach to client relationships and its commitment to delivering tailored financial solutions. By combining expertise with innovative strategies, Davy aims to support clients in achieving their financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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