Full time
NZ Funds is looking for an experienced financial adviser to join our Private Wealth division in Tauranga.
Working within our local team, you will provide financial advice and planning services to new and existing Private Wealth clients. You will have a strong interest in financial markets and helping Kiwis plan for their futures by building wealth over time. You will also be active and motivated in expanding the client base and marketing our industry-leading capabilities.
About you
To succeed in this role you will be/have:
Professional – you are interpersonally confident, articulate and work well individually and in a team.
Industry experience – be a qualified financial adviser with experience in a similar role, or have a background in professional services and want a new career direction.
A people person and excellent communicator – whether by phone, email or face to face you are able to make our clients feel both welcome and heard. You can also demonstrate building long-term relationships.
Willing to travel – you will be available to travel to meet clients, including to neighbouring regions.
Diligent, organised and dynamic – you thrive on new and different tasks, taking ownership and initiative.
Growth mindset – a strong desire to grow a practice helping people within your community. You will sustain a high level of personal productivity through your energy, motivation and resilience.
Responsibilities
Your responsibilities would include:
Establish new client relationships.
Advise (and service) existing clients.
Achieve growth objectives.
Grow relationships with professional referrers and employers.
Support senior advisers with clients, professional referrers and company prospecting initiatives.
Follow NZ Funds' risk management and compliance requirements.
Participate in team development activities.
Contribute to the wider firm.
What's in it for you
In return for you bringing your talents and energy we offer:
A competitive remuneration package and a clear pathway to success.
A strong client base to arrive to and build from, along with a range of referral sources and other opportunities.
A supportive and encouraging environment working alongside another adviser in the heart of the city.
Being part of a growing, innovative firm that actively supports its staff to develop and 'be their best'.
If this role sounds exciting and you believe you have the right skills and experience, we'd love to hear from you. Please email your CV and a cover letter to ******.
About us
NZ Funds was founded over 30 years ago with a focus on supporting New Zealanders to make better financial decisions and enable greater financial outcomes.
We are a specialist wealth management firm, and experts in providing tailored financial advice solutions.
With a team of over 70 professionals nationwide, we dedicate our energy to an integrated wealth management proposition underpinned by unique technology and world class investment strategies.
Your application will include the following questions:
How many years' experience do you have as a financial adviser?
Which of the following statements best describes your right to work in New Zealand?
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