Wealth Adviser
Auckland CBD
- Build a successful career in wealth management
- Collaborative & dynamic workplace culture
- Growing, innovative firm that actively supports career development
- A superior remuneration package and a proven pathway to professional success
About the Opportunity:
This is an opportunity for a rising star to join our client’s Auckland-based specialist KiwiSaver team. You might already be a financial adviser, or work in a related or professional services environment and aspire to develop your career in this sector.
Providing financial advice and planning services to new and existing KiwiSaver clients, you will have a strong desire to help Kiwis plan for and achieve a fully funded retirement, and a keen interest in investment markets and improving financial literacy.
Key Highlights:
- Provide tailored financial advice and KiwiSaver planning services to clients.
- Build lasting relationships and financial plans.
- Thrive in a supportive, growth-oriented environment with clear professional development opportunities.
Responsibilities will include:
- Advising and servicing clients.
- Onboarding new clients.
- Conducting portfolio reviews.
- Educating and informing new and prospective clients on the merits of KiwiSaver and the services offered.
- Following clients’ risk management and compliance requirements.
About You:
This opportunity is ideal for ambitious individuals looking to leverage their existing professional skills in a dynamic wealth management environment. While specific wealth management experience is not required, experience in the financial services sector or related/professional services environments (e.g. finance, law, accounting or similar) will be highly relevant.
To succeed in this role, you will have/be:
- A track record of academic success and proven critical thinking skills.
- Interpersonally and professionally confident and articulate
- A people person and an excellent communicator – whether by phone, email or face-to-face you are able to make our clients feel both welcome and heard, with a demonstrable ability to build long-term relationships.
- Diligent, organised and dynamic – you thrive on new and different tasks and take ownership and initiative with the ability to work well in a team and autonomously.
- A growth mindset – with a strong desire to grow your skills and career.
About the Company:
- Proudly NZ-owned this organisation has a national presence and a track record of successfully growing and managing Kiwis’ wealth.
- Forward-thinking with value placed on innovation and a commitment to ongoing training and development of their team.
- They are committed to supporting their staff in achieving success while fostering a collaborative and dynamic workplace culture.
Please note that while this role is a new opportunity, previous applicants need not reapply.