Wealth Creation Advisor

3 days ago


Auckland, Auckland, New Zealand Magnetic Full time

Key Responsibilities

As a Financial Advisor, you will provide expert financial advice across lending, insurance, and property transactions. You will use a proven wealth creation model to deliver tailored solutions that build long-term financial success.

  • Build strong, relationship-driven connections with clients, ensuring a duty of care approach
  • Leverage an advanced CRM and lead generation system to maintain seamless client interactions
  • Work alongside specialists in property investment and insurance to provide a holistic advisory service
  • Drive new business growth through strategic referral networks and market expertise
  • Stay ahead of industry trends, ensuring full compliance with regulatory and professional standards


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