Financial Career Advisor
2 days ago
At deVere, we are seeking a highly skilled Financial Advisor to join our Auckland office. This is an exciting opportunity for individuals who want to grow their career and take on new challenges.
We pride ourselves on being a sustainable, rewarding, and award-winning company that makes a difference in our clients' lives and financial well-being.
You will be responsible for building strong relationships with clients and providing investment advisory services that combine other financial services to address their needs. Using a consultative process, you will tailor a personalized strategy using a range of financial products and services.
Key Responsibilities:- Manage and support a portfolio of clients, maintaining continued strong communication and a personalized advisory approach.
- Build continuous AUM by identifying current personal financial needs and discovering other financial opportunities.
- Conduct in-depth reviews to identify personal and financial needs of clients and deliver tailored wealth management solutions.
- Deliver needs-based solutions through effective communication and influencing.
- You will continuously gather information to assess potential impacts and identify possible risks and opportunities for clients.
-
Career Opportunities in Financial Services
4 days ago
Auckland, Auckland, New Zealand Invicta Financial Full timeAbout Invicta FinancialAt Invicta Financial, we're dedicated to helping Kiwis secure their financial futures. We work with leading insurance and investment providers, offering tailored solutions for our clients' needs.What We OfferWe make navigating regulations simple, allowing you to focus on your clients. Our team is committed to long-term growth and...
-
Financial Advisor Professional
3 days ago
Auckland, Auckland, New Zealand Lendi Financial Limited Full timeLendi Financial Limited is seeking a talented individual to join our team as a Mortgage Adviser. We're passionate about helping people achieve their financial dreams and offer a dynamic work environment with opportunities to grow your career.Key Responsibilities:Provide expert advice on mortgage options to clientsAnalyze clients' financial situations to...
-
Financial Advisor
4 days ago
Auckland, Auckland, New Zealand Expert Finance Full timeCompany DescriptionNew Zealand Financial Services Group Limited (FSP286965) is licensed by the Financial Markets Authority to provide financial advice.Affinique Financial Services Limited (FSP1003967), trading as Expert Finance, is authorized to provide financial advice under this license.Privacy Policy and other public information are available on our...
-
Financial Advisor
4 hours ago
Auckland, Auckland, New Zealand Tmm Full timeThis 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 make a difference in our clients' lives and financial...
-
Financial Specialist Role
4 days ago
Auckland, Auckland, New Zealand Invicta Financial Full timeA Career in Financial ServicesInvicta Financial is a rapidly growing team that's passionate about securing the financial futures of Kiwis. We collaborate with top insurance and investment providers to offer tailored solutions that meet our clients' diverse needs.Key ResponsibilitiesThis role involves working with clients to understand their financial goals,...
-
Career Growth Mortgage Expert
3 days ago
Auckland, Auckland, New Zealand Lendi Financial Limited Full timeMortgage Advisers play a crucial role in helping individuals achieve their financial goals at Lendi Financial Limited. If you're passionate about finance and customer service, this could be the perfect opportunity for you.About the Role:Provide personalized mortgage advice to clientsConduct thorough analysis of clients' financial situationsDevelop tailored...
-
Senior Financial Solutions Advisor
2 days ago
Auckland, Auckland, New Zealand Heartland Bank Ltd Full timeEmpowering Seniors Through Financial FreedomAt Heartland Bank Ltd, we're passionate about empowering seniors to live their best lives by providing them with the financial freedom they deserve. As a Senior Financial Solutions Advisor, you'll play a crucial role in delivering exceptional service to prospective reverse mortgage customers across New...
-
Strategic Financial Advisor
2 days ago
Auckland, Auckland, New Zealand Electric Kiwi Full timeWe exist to make it better at Electric Kiwi. Our retailers operate in New Zealand and Australia, and our India operation provides development, customer experience and process optimisation services to support our retailers. At the heart of our business is a purpose led culture.The RoleAs a Strategic Financial Advisor, you'll be working closely with teams...
-
Auckland, Auckland, New Zealand WORLD WIDE IMMIGRATION SERVICE LLP Full timeCompany Overview:WORLD WIDE IMMIGRATION SERVICE LLP is a reputable organization dedicated to providing top-notch immigration services. Our company prides itself on delivering exceptional results and fostering long-term relationships with clients.About the Role:We are looking for a seasoned Financial Advisor to lead our financial advisory services for...
-
Strategic Financial Advisor
22 hours ago
Auckland, Auckland, New Zealand Intellihub Group Full timeIntellihub Group is seeking an experienced Strategic Financial Advisor to join our team.About the JobThe Commercial Finance Manager will work closely with the NZ CEO and leadership team to provide expert commercial insights, guide financial performance, and influence key business decisions. This role will contribute to the strategic direction and commercial...
-
Senior Financial Advisor
4 days ago
Auckland, Auckland, New Zealand Consult Recruitment Full timeAbout the OpportunityWe are seeking an experienced Accounting professional to join our team as a Senior Financial Advisor. As a key member of our BAS team, you will work closely with Partners and Directors on a range of clients from various industries.Key Responsibilities:Prepare financial statements, tax planning, and other compliance dutiesReview the work...
-
Financial Services Careers
4 days ago
Auckland, Auckland, New Zealand Cultivate Full timeCareer Development within Cultivate: A Growing Business in Financial ServicesCompany Overview:We are a dynamic team at Cultivate, specializing in financial services. Our mission is to help people-focused businesses thrive by offering career development opportunities that make a difference.Job Description:We're seeking individuals with a passion for...
-
Financial Services Career Opportunity
2 days ago
Auckland, Auckland, New Zealand Grant Thornton International Full timeAre you looking to launch your career in finance? Do you possess a passion for numbers and an eagerness to learn? We invite you to explore the Entry-Level Financial Analyst position at Grant Thornton's Auckland office.About the RoleThis role offers an exceptional opportunity to work alongside experienced professionals, developing essential skills in...
-
Financial Controller
5 days ago
Auckland, Auckland, New Zealand Studentuniverse Full timeJob no: 525181Brand: EnvoyageWork type: Full timeLocation: Auckland, Central, New ZealandCategories: Finance & StrategyFlight Centre Travel Group's Independent Travel Division is seeking a skilled Financial Controller to partner with our Leadership Team and lead the Finance Team.This is a key role in shaping our financial future.The role will operate at both...
-
Career Guidance Advisor
2 days ago
Auckland, Auckland, New Zealand Skills Consulting Group Full timeAbout UsSkill Consulting Group is a renowned provider of vocational programmes, dedicated to empowering individuals to reach their full potential. Our team of experts partners with businesses, industry bodies, and government agencies worldwide to deliver tailored solutions that drive individual and business growth.Our PhilosophyWe believe in creating a...
-
Auckland, Auckland, New Zealand Star Mortgage Full timeAbout Us: Star Mortgage is a leading Mortgage Advisory Firm headquartered in Auckland. Our team consists of experienced financial advisers and ex-bankers who specialize in residential lending, business lending, commercial lending, and residential property construction/sub-development lending.\Role Responsibilities: As a Financial Advisor/Mortgage Broker, you...
-
Financial Services Advisor
7 days ago
Auckland, Auckland, New Zealand Heartland Bank Full timeAbout Us: At Heartland Bank, we're committed to empowering New Zealanders to live their best lives by providing innovative financial solutions. Our reverse mortgage solutions offer seniors the financial freedom to enjoy a more comfortable retirement by tapping into the equity of their homes.Job Summary: We're seeking a skilled Customer Service Representative...
-
Financial Controller
4 days ago
Auckland, Auckland, New Zealand Flight Centre Travel Group Full timeOpen up the world to those who want to see _ whakatuwhera te ao ki te hunga e hiahia ana ki te kiteAbout the role.Mo te TurangaFlight Centre Travel Group's Independent Travel Division is seeking a skilled Financial Controller to partner with our Leadership Team and lead the Finance Team.This is a key role in shaping our financial future.The role will operate...
-
Financial Services Career Development
3 days ago
Auckland, Auckland, New Zealand Cultivate Full timeIntroductionCultivate is a values-driven organization that's passionate about helping people grow their careers within financial services. We're committed to creating a positive and inclusive work environment that supports the well-being of our employees and clients.Job OverviewThis is an exciting opportunity for individuals who are interested in phone-based...
-
Sports Industry Career Advisor Position
5 days ago
Auckland, Auckland, New Zealand Nzis Full timeAbout the JobWe're looking for someone who lives and breathes sports and fitness—someone who can inspire students to turn their passion into a career.As a Course Advisor at NZIS, you will excel in fast-paced environments and love managing multiple priorities. You have a natural ability to connect with athletes, gym-goers, and sports-minded individuals.You...