Wealth Adviser

Luminous Talent; Auckland; On-site; NZD 80,000 - 120,000; Full time

Job summary

Luminous Talent invites experienced Wealth Advisers to register their interest in new opportunities across New Zealand. In this role, you will offer comprehensive financial advice tailored to individual and family clients, utilizing a broad product suite and established client relationships. You will ensure high standards of compliance and develop impactful financial strategies to enhance your clients' futures.

Benefits

Performance-based incentives

Ongoing professional development

Qualifications

• Proven experience as a Wealth Adviser or Financial Adviser in New Zealand.
• Strong knowledge of KiwiSaver, managed funds, and investment products.

Responsibilities

• Provide personalised investment, retirement, and wealth protection advice.
• Develop and implement tailored financial plans aligned with clients' goals.
• Build and manage a portfolio of clients, maintaining strong relationships.

Skills

Interpersonal skills

Communication skills

Client-centric mindset

Proactive approach

Education

Level 5 Certificate in Financial Services (Investment Strand)

Tools

Financial planning tools

Job description

The Opportunity
This is a general call for Wealth Advisers across New Zealand to register their interest in new opportunities. Most Wealth firms don’t advertise their vacancies, but many are always in the market for an established adviser. This is where we can assist, by introducing you to new opportunities.

As a Wealth Adviser, you’ll work directly with individual and family clients to develop comprehensive wealth plans aligned to their goals, life stages, and risk profiles. You’ll have access to a broad product suite and a well-established client base, with the autonomy to build deep, trusted relationships and drive real impact in your clients' financial futures.

Key Responsibilities

• Provide personalised investment, retirement, and wealth protection advice.
• Develop and implement tailored financial plans aligned with clients' goals.
• Build and manage a portfolio of clients, maintaining strong ongoing relationships.
• Monitor market conditions and recommend timely adjustments to portfolios.
• Ensure advice meets regulatory and compliance standards.
• Collaborate with internal specialists across insurance, lending, and estate planning.

What You’ll Bring

• Level 5 Certificate in Financial Services (Investment Strand) or equivalent.
• Proven experience as a Wealth Adviser or Financial Adviser in New Zealand.
• Strong knowledge of KiwiSaver, managed funds, investment products, and financial planning tools.
• Excellent interpersonal and communication skills, with a client-centric mindset.
• Ability to build trust and maintain long-term relationships.
• A proactive, ethical, and solutions-oriented approach.

Why Register your Interest with Luminous?

• We can provide advice regarding base salary + performance-based incentives.
• We can provide insight into team culture and ongoing professional development.
• We can be a productive intermediary and help you negotiate the best outcome.

Ready to shape a brighter financial future—for your clients and your career? Apply now with your CV and a cover letter outlining your approach to building trust and delivering value through financial advice.
Applicants must have the right to work in New Zealand and meet regulatory requirements under the Financial Markets Conduct Act.

This is a general call for Wealth Advisers across New Zealand to register their interest in new opportunities.