Senior Financial Advisor – Investment & Client Growth

Stealth Startup; Auckland; On-site; NZD 90,000 - 120,000; Full time

Job summary

Stealth Startup in Auckland seeks a qualified Financial Adviser to join the Investment Advisory team. You will provide investment management and advisory services to clients, including non-discretionary agency clients and co-trustees, while introducing them to additional products and services.

You will build long-term client relationships, demonstrate best practice in financial advice, and collaborate with the wider team to improve processes and outcomes.

Qualifications

• 5+ years' experience in financial advisory services.
• Certified Financial Adviser.
• NZ Certificate in Financial Services (Level 5) is preferred.
• Knowledge of the Financial Markets Conduct Act 2013.
• Ability to build client relationships and improve processes.

Responsibilities

• Attract new high-value clients and establish referral networks.
• Review each client's financial situation and create a financial plan.
• Offer guidance and support for fiduciary services.
• Grow the client base and develop relationships.
• Manage and report on risk and compliance.
• Stay updated with industry trends and market research.
• Ensure compliance with FA regulatory requirements.

Skills

Financial advisory experience

Certified Financial Adviser

Regulatory knowledge

Stakeholder management

Investment platforms knowledge

Education

New Zealand Certificate in Financial Services (Level 5)

CFP/CFA advantage

Tools

Microsoft Dynamics

Job description

Stealth Startup in Auckland seeks a qualified Financial Adviser to join the Investment Advisory team. You will provide investment management and advisory services to clients, including non-discretionary agency clients and co-trustees, while introducing them to additional products and services.

You will build long-term client relationships, demonstrate best practice in financial advice, and collaborate with the wider team to improve processes and outcomes.