Wealth Adviser jobs

Adviser Wealth Quality Assurance - Plan Writer page is loaded## Adviser Wealth Quality Assurance - Plan Writerlocations: New Zealandtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 26, 2026 (7 days left to apply)job requisition id: JR106441Wealth Advice Quality Manager (Plan Writer) 6 month fixed-term, fulltime role - Monday to Friday Can be based at our office...

We are partnering with a respected wealth management firm in Auckland that is seeking a Senior Wealth Adviser to join their team. This role is a genuine next step for someone who has spent a few years in the industry and is looking for greater client interaction, exposure to senior advisory work, and the opportunity to shape a long‑term career. This is an ideal opportunity for someone coming out...

At AdviceFirst and enable.me, we’re here for our clients, their families, and their businesses. We provide financial advice and coaching that helps Kiwis take control of their finances and realise a better financial future. We strive to be admired financial strategists and leaders. So, when you join the crew, know that you will be a trusted partner and provider of innovative solutions for...

Job Description Candidate should be able to source and advise HNI Clients in the Equity, Mutual Funds & IPO segment. Understanding client needs in Private Equity, Preferential issues, block investments and forex portfolio and able to do independent study of equities and research. Job involves Acquisition & Advising clients all major asset classes. It involves managing their wealth, good equity...

Kernel team from left to right Catherine Emerson, Dean Anderson and Stephen Upton Founder: Dean AndersonHQ: Auckland, NZ What problems do you solve and what products or services do you sell? Index investing is huge overseas, accounting for more than half of new flows into funds in the USA, but the style is relatively unknown and misunderstood here and we are here to change that with a New...

Our Gisborne team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand. About the role Based in our Gisborne branch, this is a permanent full-time position working 8:30am to 5:00pm, Monday to Friday. Private Wealth Assistants provide administrative and organisational support to our Investment...

About the role Craigs Investment Partners (Craigs) is looking for a detail-oriented team player with experience in wealth management to join the Product Team as a Senior Wealth Product Specialist. Based in our central Auckland office, this full-time permanent role that would suit someone with proven financial services / wealth management experience and knowledge of associated products. The role...

Financial Adviser – Life & Health Specialist (Existing Client Base) Become Wealth Ltd | North Shore, Auckland Full Time | Permanent | Hybrid flexibility Recruitment Partner: Parker Bridge Recruitment Become Wealth Ltd (BWL), in partnership with Parker Bridge Recruitment, is seeking an experienced and client-focused Life & Health Financial Adviser to join their North Shore team. This is a...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar...

A respected wealth management firm in Auckland is looking for a Senior Wealth Adviser to manage and grow a portfolio of high net worth clients. This role requires several years of experience in financial services and a strong ability to communicate financial strategies. The firm offers a supportive environment for professionals motivated to build lasting client relationships and develop their...

Adviser Wealth Quality Assurance - Plan Writer page is loaded## Adviser Wealth Quality Assurance - Plan Writerlocations: New Zealandtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 26, 2026 (7 days left to apply)job requisition id: JR106441Wealth Advice Quality Manager (Plan Writer) 6 month fixed-term, fulltime role - Monday to Friday Can be based at our office...

A prominent investment advisory firm in Gisborne is seeking a Private Wealth Assistant to support Investment Advisers with administrative tasks, client transactions, and regulatory compliance. Candidates should have strong organizational skills, adaptability to new systems, and experience in a financial services environment is a plus. The role involves managing client files, preparing...

A financial advisory firm in New Zealand is seeking an experienced Financial Adviser to join their Wealth Management team. In this role, you will provide tailored financial advice to clients and leverage your skills in relationship management and sales to drive new business. The firm offers a supportive environment with benefits like health insurance and wellness contributions, promoting personal...

Adviser Wealth Quality Assurance - Plan Writer page is loaded## Adviser Wealth Quality Assurance - Plan Writerlocations: New Zealandtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 26, 2026 (7 days left to apply)job requisition id: JR106441Wealth Advice Quality Manager (Plan Writer) 6 month fixed-term, fulltime role - Monday to Friday Can be based at our office...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar...

A leading financial services organization is seeking an Adviser Wealth Quality Assurance - Plan Writer for a full-time hybrid role in New Zealand. The position requires a minimum of five years’ experience in financial services and a Graduate Diploma in Personal Financial Planning. The successful candidate will liaise with advisers to ensure high-quality advice documents and provide guidance and...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar...

A leading financial services organization is seeking an Adviser Wealth Quality Assurance - Plan Writer for a full-time hybrid role in New Zealand. The position requires a minimum of five years’ experience in financial services and a Graduate Diploma in Personal Financial Planning. The successful candidate will liaise with advisers to ensure high-quality advice documents and provide guidance and...

A leading financial services organization is seeking an Adviser Wealth Quality Assurance - Plan Writer for a full-time hybrid role in New Zealand. The position requires a minimum of five years’ experience in financial services and a Graduate Diploma in Personal Financial Planning. The successful candidate will liaise with advisers to ensure high-quality advice documents and provide guidance and...