Assist your community in securing their financial future while advancing your own success. Enjoy the autonomy of self-employment supported by a reputable and expanding brand!
As an adviser you will:
Engage with clients in person at their home, workplace or local café or virtually from your home if that is their preference.
Educate clients and offer solutions for their retirement and investment strategies.
Support clients through life changes to maintain their financial goals.
Get referrals from happy clients who want their friends and family on the right financial path.
Build your local network through various community events and professional gatherings.
What do you need to get started?
Previous success in a sales or account management role.
Exposure to financial services or another highly regulated environment – either through study or work.
Flexible to work around client availability – some evening work on weekdays.
Your own car and mobile to use to meet and engage with clients.
Clear credit and police check.
Here's what you can expect in return:
Autonomy: Imagine running your own business with the backing of a respected and growing brand without the initial setup costs, with support from a team managing appointments and administrative tasks.
Financial Stability: Unlike other independent contractor roles, receive a competitive retainer and collaborate within a cohesive regional advisory team.
Great income: Eligibility for trail commissions, ensuring sustained income growth alongside regular weekly earnings.
Corporate culture/values: Join a progressive company committed to growth, innovation, and technological advancement.
Training and development: Comprehensive training and ongoing coaching to excel as a Financial Advisor, including sponsorship for Level 5 certification.
Support: Access experienced leaders dedicated to your professional success within the organization.
Next steps
If interested or curious, please apply here with a CV in MS Word. You'll need to hold NZ citizenship, residency, or have already secured a valid visa. For additional queries, please feel free to reach out to Kathryn ****** (just remember to apply online first so your CV doesn't go missing!)
We understand some job seekers choose not to apply if a role isn't a 100% match. We'd encourage you to apply anyway or send us your details. If this isn't right, something else might be.
A bit about Kathryn (Kat)
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career.
We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn't bring out your best, let us know. We want you to shine, not shy away.
Be careful - Don't provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad.
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