Wealth Management Professional
2 weeks ago
About Us
Finsol is a leading provider of financial services, dedicated to delivering expert advice to clients across New Zealand. Our team of experienced professionals is committed to helping individuals achieve their financial goals through our innovative solutions and exceptional customer service.
The Role
We're currently seeking an experienced life insurance or mortgage adviser to join our team as a senior adviser with a clear pathway to leadership. This is an exciting opportunity for someone who wants to take their career to the next level and make a meaningful impact on people's lives.
Your Key Responsibilities
- Develop and implement strategies to grow our Waikato presence
- Manage a small team of advisers
- Provide expert advice on life insurance, mortgages, and other financial products
- Promote Finsol's values and mission
Requirements
To be successful in this role, you'll need:
- Minimum 5 years of experience giving financial advice
- Hold a New Zealand Certificate in Financial Services (Life & Health, Residential Lending, or Investment strands preferred)
- Strong communication skills and a collaborative mindset
- Ambitious, motivated, and passionate about financial wellbeing
- Tech-savvy and open to working in a digital-first environment
Our Benefits
- Pathway to a leadership position within our Waikato team
- Potential for shareholding and equity opportunities in Finsol
- Training and support to become a holistic adviser across insurance, mortgages, KiwiSaver, and investments
- Base salary + commission + performance bonuses
- Pre-qualified leads via our extensive client base, referral partners, and inbound enquiries
- A team culture that values autonomy, creativity, and results
- Flexible hours, wellness leave, and gym membership
- Ongoing mentoring from award-winning senior advisers
- Use of market-leading advice software and AI tools to enhance client experience and streamline your day
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