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Financial Adviser
2 weeks ago
Base Salary + Performance Bonus + Annual Remuneration Review + Tools of TradeOn-The-Job coaching & Development + MentoringAuckland City basedAre you an experienced Financial Adviser looking to take the next step in your career?
Our client, a leading private wealth firm, seeks a highly skilled financial adviser focusing on investment advice.
This is your opportunity to join a dynamic team that supports successful individuals and families, including business owners, professionals, and executives.
Our client's mission is to provide a disciplined and structured approach to personal finances, helping clients secure their financial future.Whether you're guiding clients on the path to building wealth or managing the portfolios of those who are already financially independent, you'll play a key role in ensuring their money lasts the distance.
Additionally, you'll be helping younger clients save for the future, instilling good financial habits early on.What You'll Do:Provide tailored investment advice to a diverse client base, ensuring their financial strategies align with their personal goals.Develop and implement financial plans that help clients achieve long-term financial security.Establish and maintain strong client relationships, offering ongoing support and expert advice as their needs evolve.Stay up-to-date on market trends and financial products to deliver well-informed investment strategies.Key Qualifications:Level 5 Certificate in Financial Services with strands in Investment and Financial Advice (or equivalent).At least 3 years of experience as a Financial Adviser specialising in investment advice.A deep understanding of investment markets, wealth management, and portfolio construction.Excellent communication skills with the ability to explain complex financial concepts in a clear and relatable manner.A client-centric approach, with a passion for helping individuals and families achieve their financial goals.Why Join Us?Competitive salary package and performance-based incentives.Opportunities for career development within a supportive and collaborative environment.Work with a diverse range of clients, from high-net-worth individuals to young professionals starting their financial journeys.If you're a motivated Financial Adviser with a passion for helping clients build, manage, and protect their wealth, this is the perfect opportunity for you.
Take the next step in your career and join a firm that's committed to making a real difference in people's financial lives.Apply now to become part of a team that is dedicated to providing top-tier investment advice and wealth management services.How to Apply:If this sounds like your next career move, I'd love to hear from you.
Simply click "Apply Now" or reach out to Gary Bloxham at +64 (0) 9 974 9072 for a confidential discussion about the role.
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