Introduction Were on the lookout for passionate, qualified financial advisers to join our Managed Funds team as a Wealth Adviser , in either our Auckland, Wellington or Christchurch office! This is a registered financial adviser position, and it is essential that applicants hold the New Zealand Certificate in Financial Services (Level 5) (Investment) . This role offers a fantastic opportunity to grow your financial advice career while making a meaningful impact on the lives of our clients. Youll deliver personalised, goals-based investment advice to both new and existing clients, helping them make confident decisions to build their wealth and secure their futures.
As a key part of our Client team, youll be responsible for developing trusted, long-term relationships and driving new business opportunities. Youll work closely with our Investment team and other internal partners to ensure our clients receive outstanding advice and service. What youll be doing: Delivering tailored, compliant investment advice and financial strategies Maintaining and growing a portfolio of clients through regular and proactive engagement Converting new opportunities into long-term client relationships Participating in events, seminars, and referral activities to drive acquisition Maintaining compliance with all regulatory and Fisher Funds requirements Working collaboratively across the business to support positive client outcomes What youll bring: New Zealand Certificate in Financial Services (Level 5) Investment Strand essential Registration on the Financial Service Providers Register (FSPR) as a financial adviser, or eligibility to be registered Strong interpersonal skills with the ability to build trust and influence A genuine passion for delivering great advice and service to clients Sound technical knowledge of investment products and regulatory obligations Proven ability to generate new business and grow a client base Why Join Us? At Fisher Funds, we dont just manage wealth; we help Kiwi secure their futures.
Heres what makes us stand out: Wellbeing First : Enjoy Southern Cross Health Insurance and life insurance coverage. Grow Your Career : Access professional development opportunities to reach your full potential. Enhanced leave : A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.
Collaborative Culture : Join a team that values support, innovation, and having fun while doing meaningful work. Securing your Future : We contribute 4% to you KiwiSaver to ensure you are prepared for the future. About Fisher Funds: Fisher Funds is a leading investment management company in New Zealand with ambitious plans for growth.
We manage over $24 billion in funds on behalf of more than 500,000 New Zealanders. We have a range of investment products including KiwiSaver schemes, non-KiwiSaver superannuation schemes, an extensive range of retail managed.
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