Help Queenstown families, professionals, and business owners build confidence in their financial future.
At Fisher Funds, we're passionate about helping New Zealanders achieve their financial goals through quality advice and smart investing.
We're looking for an experienced Senior Wealth Adviser to join our Queenstown team and help grow our presence across the Southern Lakes region.
In this role, you'll manage and grow a portfolio of high-value clients, provide sophisticated investment advice, and build trusted relationships that deliver exceptional outcomes.
As a senior member of the team, you'll also drive regional growth through your networks, referrals, and community presence, helping connect more people with Fisher Funds' wealth and investment solutions.
We're looking for someone who combines strong advice expertise with commercial drive, thrives on building meaningful relationships, and is passionate about helping clients achieve their financial ambitions.
At Fisher Funds, we're passionate about helping New Zealanders achieve their financial goals through quality advice and smart investing.
We're looking for an experienced Senior Wealth Adviser to join our Queenstown team and help grow our presence across the Southern Lakes region.
In this role, you'll manage and grow a portfolio of high-value clients, provide sophisticated investment advice, and build trusted relationships that deliver exceptional outcomes.
As a senior member of the team, you'll also drive regional growth through your networks, referrals, and community presence, helping connect more people with Fisher Funds' wealth and investment solutions.
We're looking for someone who combines strong advice expertise with commercial drive, thrives on building meaningful relationships, and is passionate about helping clients achieve their financial ambitions.
What you'll be doing:
- Managing and growing a portfolio of high net worth/premium clients through tailored, goals-based financial advice.
- Providing advice across complex investment, retirement, and wealth management needs.
- Building trusted relationships that support client retention, referrals, and portfolio growth.
- Identifying opportunities to deepen client relationships across Fisher Funds' wealth and investment solutions.
- Driving new business opportunities through networking, referrals, and community engagement.
What we're looking for:
- New Zealand Certificate in Financial Services Level 5 (Investment Strand).
- Extensive experience in financial advice, wealth management, private banking, investments, or a similar client-facing advisory role.
- Proven success managing a portfolio of clients and growing Funds Under Management.
- Strong understanding of investment markets, portfolio construction, and wealth planning strategies.
- A track record of building trusted relationships with high-net-worth, and/or complex client segments.
- Experience generating business through referral networks, professional partnerships, and community engagement.
- Established Queenstown or Southern Lakes connections, or the ability to quickly build a strong local network.
Why Fisher Funds?
Fisher Funds manages more than $24 billion on behalf of nearly 500,000 New Zealanders. For over 25 years, we've helped Kiwis achieve their goals through disciplined investment management and trusted financial advice.
You'll join an experienced, collaborative team where you'll have the opportunity to grow your career, influence regional growth, and make a meaningful difference in the financial futures of your clients.
When you join us, you'll enjoy:
- Southern Cross health insurance, plus life and trauma insurance for you and your family.
- Ongoing professional development and career growth opportunities.
- Enhanced parental leave, community leave, and birthday leave.
- A supportive, collaborative team environment.
- The opportunity to make a real impact in your local community.
Applicants must have the legal right to work in New Zealand. Successful candidates will be required to complete background screening, including police and credit checks.
To apply please send your CV and Cover Letter to recruitment@fisherfunds.co.nz.