Senior Wealth Adviser

Joyn; Tauranga; On-site; NZD 150,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Professional development

Parental leave

Community leave

Birthday leave

Job summary

Fisher Funds is seeking an experienced Senior Wealth Adviser to join our Tauranga team and help grow our presence across the Bay of Plenty. You will manage a client portfolio, provide sophisticated investment advice, and build trusted, long-term relationships that deliver outcomes.

You’ll drive regional growth through networks, referrals, and community engagement while advancing your career in New Zealand’s leading wealth management business.

Qualifications

• New Zealand Certificate in Financial Services Level 5 is required.
• Extensive experience in financial advice and wealth management.
• Proven ability to manage a substantial client portfolio across investments and retirement planning.

Responsibilities

• Build and manage a client portfolio with tailored, goals-based financial advice.
• Provide advice across investments, retirement planning and wealth management.
• Develop trusted, long-term relationships to support client retention and growth.
• Identify opportunities to deepen client relationships across Fisher Funds' wealth solutions.
• Drive new business via networking, referrals, and community engagement.
• Build Bay of Plenty profile through events and community activities.

Skills

Wealth management

Investment advice

Portfolio management

Relationship building

Business development

Markets knowledge

Education

NZ Certificate in Financial Services Level 5

Job description

Help Bay of Plenty families, professionals, and business owners build confidence in their financial future.

At Fisher Funds, we're passionate about helping New Zealanders achieve their financial goals through quality advice and smart investing. We're looking for an experienced Senior Wealth Adviser to join our Tauranga team and help grow our presence across the Bay of Plenty region.

In this role, you'll manage and grow a portfolio of clients, provide sophisticated investment advice, and build trusted, long-term relationships that deliver exceptional outcomes. You'll also play a key role in driving regional growth through your networks, referrals, and community engagement.

We're looking for someone who combines strong advice expertise with commercial drive, enjoys building meaningful relationships, and is passionate about helping clients achieve their financial ambitions.

What you'll be doing:

• Building and managing a portfolio of clients through tailored, goals-based financial advice.
• Providing advice across complex investment, retirement, and wealth management needs.
• Developing trusted, long-term relationships that support client retention, referrals, and portfolio growth.
• Identifying opportunities to deepen client relationships across Fisher Funds' wealth management solutions.
• Driving new business opportunities through networking, referrals, and community engagement.
• Building your profile within the Bay of Plenty community through events, seminars, and relationship-building activities.

What we're looking for:

• New Zealand Certificate in Financial Services Level 5 (Investment Strand).
• Extensive experience in financial advice, wealth management, private banking, investments, or a similar client-facing advisory role.
• Proven experience managing a substantial portfolio of clients and delivering advice across investments, KiwiSaver, retirement planning, and broader wealth management needs.
• Demonstrated success growing Funds Under Management through client acquisition, relationship deepening, referrals, and proactive business development activity.
• Strong understanding of investment markets, portfolio construction, asset allocation, and client wealth planning strategies.
• A track record of building trusted, long-term relationships with high-net-worth, mass affluent, or complex client segments.
• Experience generating business through centres of influence, professional referral partners, local networks, and community engagement.
• Established Bay of Plenty connections, or the ability to quickly build a strong local professional network and community presence.

Why Fisher Funds?

Fisher Funds manages more than $24 billion on behalf of nearly 500,000 New Zealanders. For over 25 years, we've helped Kiwis achieve their goals through disciplined investment management and trusted financial advice.

You’ll join a collaborative team of experienced professionals, influence the financial wellbeing of your clients, and have the opportunity to continue growing your career within one of New Zealand's leading wealth management businesses.

When you join us, you'll enjoy:

• Southern Cross health insurance, plus life and trauma insurance for you and your family.
• Ongoing professional development and career growth opportunities.
• Enhanced parental leave, community leave, and birthday leave.
• A supportive, collaborative team environment.
• The opportunity to make a meaningful difference in the financial futures of New Zealanders.

Applicants must have the legal right to work in New Zealand. Successful candidates will be required to complete background screening, including police and credit checks.