Investment Services Advisor

2 weeks ago


Auckland, Auckland, New Zealand Fisher Funds Full time

We're Looking for: A driven and skilled Investment Adviser to join our team, dedicated to providing market-leading advice and exceptional service to our clients. As a key member of our team, you will be responsible for delivering tailored investment solutions and helping clients achieve their financial goals.

Key Responsibilities:

  • Client Engagement & Retention: Build and sustain excellent relationships with clients, delivering high-quality investment guidance and maintaining high levels of satisfaction.
  • Advice Provision: As a Registered Financial Adviser, offer compliant, high-quality investment guidance, backed by comprehensive product and market knowledge.
  • Sales & Pipeline Management: Actively prospect for new clients, generate referrals, and manage your sales pipeline for optimal outcomes.

Requirements: Financial Services Level 5 (Investments) certification is required. Applicants currently working towards their Level 5 certification will also be considered. Results-Oriented: A track record of achieving goals and driving successful outcomes. Organised & Deadline-Driven: Skilled in planning, with the ability to meet deadlines while maintaining high attention to detail.



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