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Financial Advisor

NZ Funds is looking for a new financial adviser to join our respected Private Wealth team in Auckland.

You may be an experienced AFA, an RFA looking for personal growth, or a star working in another professional services role and wishing to take your career in a rewarding direction (e.g. lawyer or accountant).

Whatever your background, you will be able to provide exceptional service and advice to new and existing Private Wealth clients. You will also be motivated and active in helping expand our client-base in the region and building relationships with referral sources to promote our industry-leading capabilities.

We offer a comprehensive range of investment solutions spanning retirement and investment planning, KiwiSaver and UK pension transfers. These services, alongside our innovative wealth planning technologies, will enable you to help New Zealanders make better financial decisions. .

About you

To succeed in this role, you will need:

  • Previous experience as a financial adviser or in a professional services role with a desire to learn
  • Strong communication and long-term relationship building skills
  • Previous experience proactively originating business
  • Energy, motivation and resilience to achieve and sustain a high level of productivity.

If you think this could be you and you would relish the opportunity to join one of New Zealand's leading privately owned wealth management firms, we'd love to hear from you.

Send your C.V. and a letter of introduction to careers@nzfunds.co.nz.

What's in it for you

In return for you bringing your talents and energy, we offer:

  • A platform to grow within the NZ Funds Private Wealth business, building off our strong client base and referral sources
  • A supportive and encouraging environment working alongside a team highly experienced of advisers and investment professionals, and access to innovative advice technologies
  • An attractive renumeration package.

About us

NZ Funds was founded over 30 years ago to manage money for New Zealanders and their families. We define our purpose as helping New Zealanders to make better financial decisions.

We are an independently owned company, in ownership and spirit.

We have a nationwide team of over 70 outstanding investment, advice, technology and client services professionals, spread across seven offices throughout New Zealand.


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