Financial Adviser Wellington

Wellington Central, Wellington

Thursday, April 3rd 2025, 9:51AM

Are you ready for your next career step in a forward-thinking business?
Autonomous role with opportunities to learn and grow
Willing to build an established brand in the Wellington market

This is a fantastic opportunity for a motivated, Risk Insurance Financial Adviser to join one of the fastest growing SME financial advice businesses in New Zealand.

RIVAL Wealth was established in 2008 with a unique approach to financial planning. The years since have seen RIVAL Wealth rapidly grow with clients from individuals to national corporations. RIVAL Wealth provide impartial advice, in partnership with some of the world's leading financial service providers encompassing Investment, Insurance, and KiwiSaver advice.

The Business and Awards

RIVAL Wealth has a Full Financial Advice Providers Licence and a Discretionary Investment Management Licence with the Financial Markets Authority. RIVAL Wealth has also won many awards in their field over the years including;

Work Life Balance Award at the Diversity Awards NZ

This award recognizes their innovative approach to workplace flexibility, allowing employees to balance their personal lives with their professional responsibilities effectively.

Wellington Gold Awards

This award highlights their contributions to the Wellington region's business community.

The Role

We are searching for a Risk Insurance Adviser in Wellington or the Wairarapa which will see you managing an established portfolio of existing long-term clients as well as facilitating new client opportunities.

Your role will be supported by our team of 24 with an experienced team of advisers, an outstanding support team, and robust systems - providing you with every opportunity to succeed. You could be based either in our HQ in the Wairarapa or in Wellington - working from home or a shared office space; the options are flexible.

Your confidential nature, advanced interpersonal skills and the ability to deliver flawless customer service will be rewarded with a base salary, car allowance, open ended monthly incentives and outstanding growth opportunities.

The successful candidate will be a qualified Level 5 Risk Insurance Financial Adviser with proven success in the industry and:

Knowledge of Risk Insurance, and KiwiSaver
The ability to ask the right questions and listen to client needs
Have exceptional attention to detail
Be a confident IT user & a quick learner
Have a customer first attitude
Understand the importance of compliant outcomes
Having 5 years client advice experience is essential

We will shortlist as CVs are received so if this sounds like the perfect fit for you, don't wait! Apply today and take the next step in your career with us.

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