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Investment Advisory Professional

2 weeks ago

Wellington, Wellington, New Zealand Tyler Wren Full time

We are seeking an Investment Advisory Professional to join our team. As a key member of our advisory team, you will be responsible for helping clients make informed investment decisions and creating a tailored financial plan that aligns with their goals and objectives.

About the Role:
  • Meet with clients to discuss their investment goals and objectives and provide guidance on how to achieve them.
  • Help clients create a comprehensive financial plan that aligns with their goals and objectives.
  • Assist clients in navigating the complexities of the KiwiSaver system and ensuring they are taking advantage of all available tax credits and incentives.
  • Build strong relationships with clients and communicate effectively with them to understand their needs and preferences.

To be successful in this role, you will need a high level of professionalism, attention to detail, and a genuine passion for educating everyday Kiwis about the benefits of KiwiSaver. You will also need drive to build your own business and develop your professional network.

We offer comprehensive training and support, including appointment booking, administration support, and access to a lead generation team. For the right applicant, we will support you through your NZCFS Level 5 (Investments) certification.

You'll Receive:
  • A competitive retainer base plus commission for the initial onboarding period.
  • The opportunity to build your own business and create a standout name in the financial advisory market.
  • Access to exclusive roles and expert market insights to secure the best salary.
  • Boost your career with free CV advice and personalised interview preparation.