Financial Career Advisor

2 days ago


Auckland, Auckland, New Zealand Good Returns Full time

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.


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