About the role At Fisher Funds, we're looking for a Wealth Adviser to help clients build wealth and achieve their financial goals through sound investment advice and long-term relationships.
Working with new and existing clients, you'll provide advice across KiwiSaver, Managed Funds and Wealth solutions, helping clients make informed investment decisions at every stage of their financial journey.
This role would suit someone with 2-4 years' experience in financial services who enjoys working closely with clients, has an interest in investment markets, and wants to continue building a career in wealth management.
Working with new and existing clients, you'll provide advice across KiwiSaver, Managed Funds and Wealth solutions, helping clients make informed investment decisions at every stage of their financial journey.
This role would suit someone with 2-4 years' experience in financial services who enjoys working closely with clients, has an interest in investment markets, and wants to continue building a career in wealth management.
What you'll be doing:
- Providing personalised investment advice to clients.
- Building trusted, long-term client relationships.
- Supporting clients through changing financial goals and circumstances.
- Identifying opportunities to grow and deepen client relationships.
- Working closely with regional teams to deliver excellent client outcomes.
- Ensuring advice and client interactions meet regulatory requirements.
What we're looking for:
- 2-4 years' experience in wealth management, specifically investments, banking, or financial advice.
- NZ Certificate in Financial Services Level 5 (Investment Strand) or working towards completion.
- Strong communication and relationship management skills.
- Sound knowledge of investment markets and investment products. Commercial awareness and a client-focused approach.
Why Fisher Funds?
Fisher Funds manages more than $24 billion on behalf of nearly 500,000 New Zealanders. For more than 25 years, we've helped clients achieve their investment goals through quality advice and disciplined investment management.
You'll join a collaborative team, work alongside experienced wealth professionals, and continue developing your expertise in a growing business.
When you join us, you'll enjoy:
- Southern Cross health insurance and life insurance.
- 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 difference in the financial futures of New Zealanders.
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.