Financial Advisor

2 weeks ago

Auckland, Auckland, New Zealand International Financial Advisor Jobs Full time

Our client represents a distinguished, sustainable, and award-winning company dedicated to enhancing the lives and financial well-being of their clientele.

They seek Investment Advisory Wealth Managers to embark on their journey of sustained growth. Offering not only the opportunity to oversee diverse portfolios but also a wealth of training, ongoing career advancement, and the chance to evolve alongside the company. Rooted in the belief that training is fundamental, the CEO fosters a culture of continuous career support, nurturing employee aspirations.

Their ethos centers on diligence and empowering individuals to prosper, fostering a thriving career path. As a dynamic and ambitious entity, they are rapidly expanding and seek individuals eager to learn and develop within this trajectory. Their foremost commitment is to provide personalized, impartial financial counsel to each client.

In the role of Wealth Manager, you will guide numerous clients in financial management. With licenses spanning multiple countries and access to cutting-edge industry advancements, you'll craft personalized strategies to nurture your clients' financial well-being. Building robust client relationships, you'll aid in making informed decisions by offering investment advisory services tailored to individual needs.

Employing a consultative approach, you'll meticulously gather information about clients' objectives and circumstances, tailoring strategies using an array of financial tools. Embracing a holistic methodology, you'll cater to clients' complex needs, providing a trusted advisory service.

Key Responsibilities

  • Cultivate and expand a clientele base (B2C).
  • Provide ongoing support and management for client portfolios, fostering trust and personalized advisory.
  • Enhance AUM by identifying financial needs and advising on opportunities.
  • Conduct comprehensive reviews to understand clients' personal and financial requirements, delivering tailored wealth management solutions.
  • Offer needs-based solutions through effective communication and influence.
  • Continuously assess potential impacts and risks for clients, leveraging global market insights.
  • Recommend a full spectrum of financial products and services.
  • Provide personalized advice on various wealth management avenues.
  • Stay abreast of legislative and quality requirements, ensuring compliance.
  • Undertake general administrative duties as necessary.
Requirements
  • NZ level 5 qualification
  • Degree or equivalent experience in business, finance, economics, or management.
  • Strong service orientation with analytical prowess and attention to detail.
  • UK level 4 advisory qualification preferred or a commitment to obtaining it.
  • Experience in managing high net worth clients desirable but not essential.
  • Familiarity with investment, offshore products, fintech, bonds, or pension products advantageous.
  • Trustworthy, financially astute, team-oriented professional committed to top-tier service.
  • Strong judgment and attention to detail in assessing investment risks.
  • Demonstrated track record in financial sales.
  • Ambitious, success-driven, and target-oriented.
Company Benefits
  • Opportunity for further relevant chartered qualifications.
  • Diverse career progression opportunities.
  • Potential for location transfers.
  • Competitive commission bonuses with transparent structures.
  • Comprehensive individual and team training programs.
  • Client and employee engagement events.
Please note: This position would typically suit both experienced and qualified IFA candidates already resident in New Zealand with a New Zealand level 5 qualification. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services qualifications and sales aspirations.
#J-18808-Ljbffr

  • Professional Financial Advisors

    2 weeks ago

    Auckland, Auckland, New Zealand International Financial Advisor Jobs Full time

    **Benefits**Competitive commission bonuses with transparent structures.Comprehensive individual and team training programs.Opportunity for further relevant chartered qualifications and diverse career progression opportunities.

  • Financial Services Professionals

    2 weeks ago

    Auckland, Auckland, New Zealand International Financial Advisor Jobs Full time

    **Job Description**You will work closely with high net worth clients to create tailored investment strategies that align with their goals and risk tolerance.Using your expertise in financial planning, you will provide personalized advice on various wealth management avenues, including investments, offshore products, and fintech.As part of our dynamic team,...

  • Financial Advisor

    1 week ago

    Auckland, Auckland, New Zealand Mortgage Link Full time

    4 days ago Be among the first 25 applicantsDirect message the job poster from Mortgage LinkFinance Advisor at Mortgage Link ★ linking people with their future wealth, stability, and security through loans, financial advice and planningCompany DescriptionMortgage Link is a New Zealand-wide network of knowledgeable and experienced advisers committed to...

  • Investment Advisory Careers

    2 weeks ago

    Auckland, Auckland, New Zealand International Financial Advisor Jobs Full time

    **Key Responsibilities**Manage diverse client portfolios and develop comprehensive reviews to understand clients' personal and financial requirements.Offer needs-based solutions through effective communication and influence, recommending a full spectrum of financial products and services.Provide personalized advice on various wealth management avenues,...

  • Wealth Management Experts

    2 weeks ago

    Auckland, Auckland, New Zealand International Financial Advisor Jobs Full time

    **Company Overview**Our esteemed client is a renowned, sustainable company that has made it its mission to enhance the financial well-being of their clients. They seek experienced Investment Advisory Wealth Managers who are passionate about delivering exceptional results.

  • Personal Financial Advisor

    1 week ago

    Auckland, Auckland, New Zealand beBee Careers Full time

    Role DescriptionThis is an entry-level position for a Personal Financial Advisor specializing in insurance. As a Personal Financial Advisor, you will be responsible for providing expert advice on insurance options and building strong client relationships to ensure exceptional customer service.Key ResponsibilitiesProvide expert advice on insurance...

  • Strategic Financial Advisor

    2 weeks ago

    Auckland, Auckland, New Zealand Taituarā Full time

    About the OpportunityWe are seeking an experienced strategic financial advisor to join our team as the Strategic Financial Advisor. This role is responsible for providing strategic financial and long-term planning advice, contributing to cross-organisational leadership, and developing strategies to achieve Council's vision and goals.The ideal candidate will...

  • Financial Advisor

    7 days ago

    Auckland, Auckland, New Zealand beBee Careers Full time

    We are seeking a highly motivated and experienced Mortgage Advisor to join our team.Key ResponsibilitiesAssist clients in obtaining the best mortgage solutions tailored to their needsRun your own business under our brand, providing personalised guidance to clientsRequirements• Level 5 Core & Residential Property Lending Strands qualification• Excellent...

  • Financial Advisor

    4 days ago

    Auckland, Auckland, New Zealand Good Returns Full time

    Last Article Uploaded: Wednesday, February 26th, 10:35AMThis is an opportunity to be based in our Auckland office working with some of our TOP teams in the company.We have an amazing opportunity for candidates who want to grow their career and are looking for their next challenge.deVere is a sustainable, rewarding, and award-winning company who strive to...

  • Commercial Financial Advisor

    4 days ago

    Auckland, Auckland, New Zealand beBee Careers Full time

    About the RoleWe are looking for a highly experienced Commercial Financial Advisor to join our team. In this role, you will be responsible for driving business performance and long-term value creation through strategic financial decision-making.Your key responsibilities will include:Leading end-to-end financial planning cyclesProviding commercially focused...