Senior Wealth Advisor: Grow Portfolios & Impact

Joyn; Hamilton; On-site; NZD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Career development

Enhanced parental leave

Team environment

Job summary

Fisher Funds in Hamilton is seeking an experienced Senior Wealth Adviser to join the Waikato team. You will manage and grow a client portfolio, delivering sophisticated investment advice and long‑term wealth strategies, while expanding the firm’s regional footprint.

You’ll combine strong advisory expertise with commercial drive, building trusted relationships and driving business development through networks and community engagement in the Waikato region.

Qualifications

• NZ Cert in Financial Services Level 5 (Investment Strand)
• Extensive experience in financial advice and wealth management
• Proven history of growing Funds Under Management (FUM)
• Track record of building trusted relationships with client segments

Responsibilities

• Build and manage a portfolio of clients through tailored wealth advice.
• Provide sophisticated investment and retirement planning guidance.
• Develop long‑term relationships to support client retention and growth.
• Identify opportunities to deepen client engagement with Fisher Funds products.
• Drive new business through networks, referrals and community engagement.
• Enhance your Waikato profile via events and seminars.

Skills

Portfolio management

Client relationships

Investment advice

Networking

Education

NZ Certificate in Financial Services Level 5 (Investment Strand)

Job description

Fisher Funds in Hamilton is seeking an experienced Senior Wealth Adviser to join the Waikato team. You will manage and grow a client portfolio, delivering sophisticated investment advice and long‑term wealth strategies, while expanding the firm’s regional footprint.

You’ll combine strong advisory expertise with commercial drive, building trusted relationships and driving business development through networks and community engagement in the Waikato region.