Wealth Adviser

Joyn; Hamilton; On-site; NZD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Professional development

Parental leave

Community leave

Birthday leave

Collaborative team environment

Job summary

Fisher Funds seeks an experienced Wealth Adviser to join our Hamilton team, helping Waikato families achieve their financial goals through personalised advice and trusted relationships.

You'll manage a client portfolio, identify opportunities in investment solutions, and contribute to community engagement to grow our presence across the region. A NZ Certificate in Financial Services Level 5 or higher is preferred.

Qualifications

• New Zealand Certificate in Financial Services Level 5 (Investment Strand) or working towards completion.
• Experience in financial advice, wealth management, banking, investments, or related client-facing financial services role.
• Strong relationship management skills and a passion for helping clients achieve their goals.
• Excellent communication skills with the ability to explain complex concepts simply.
• Commercial acumen and the ability to identify opportunities that create value for clients and the business.
• Proactive, self-motivated approach with strong organisational skills.
• Established Waikato connections or enthusiasm for local community.

Responsibilities

• Managing and maintaining a portfolio of clients through tailored, goals-based financial advice.
• Helping clients navigate key life events and changing financial priorities.
• Developing trusted, long-term relationships that support client retention, referrals, and growth.
• Identifying opportunities to deepen client relationships across Fisher Funds' investment solutions.
• Partnering with Corporate Account Leads and regional team members to convert opportunities into lasting client relationships.
• Building your profile within the Waikato community through networking, events, and relationship-building activities.
• Staying up to date with investment markets, industry developments, and regulatory requirements.
• Contributing to a collaborative, high-performing team focused on delivering exceptional client outcomes.

Skills

Relationship management

Communication

Organisational skills

Proactive/self-motivated

Community engagement

Education

New Zealand Certificate in Financial Services Level 5 (Investment Strand)

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Help Waikato families build confidence in their financial future.

At Fisher Funds, we're passionate about helping New Zealanders achieve their goals through quality financial advice and smart investing. We're looking for a relationship-focused Wealth Adviser to join our Hamilton team and help grow our presence across the Waikato region.

In this role, you'll build and manage a portfolio of clients, provide personalised investment advice, and develop trusted relationships that help clients achieve their financial goals. You'll also play an important role in growing our client base through referrals, community engagement, and strong client outcomes.

We're looking for someone who enjoys building meaningful relationships, has a passion for helping people, and is motivated to grow their career in wealth management while delivering exceptional client experiences.

What you'll be doing:

• Managing and maintaining a portfolio of clients through tailored, goals-based financial advice.
• Helping clients navigate key life events and changing financial priorities.
• Developing trusted, long-term relationships that support client retention, referrals, and growth.
• Identifying opportunities to deepen client relationships across Fisher Funds' investment solutions.
• Partnering with Corporate Account Leads and regional team members to convert opportunities into lasting client relationships.
• Building your profile within the Waikato community through networking, events, and relationship-building activities.
• Staying up to date with investment markets, industry developments, and regulatory requirements.
• Contributing to a collaborative, high-performing team focused on delivering exceptional client outcomes.

What we're looking for:

• New Zealand Certificate in Financial Services Level 5 (Investment Strand) or working towards completion.
• Experience in financial advice, wealth management, banking, investments, or a related client-facing financial services role.
• Strong relationship management skills and a passion for helping clients achieve their goals.
• Excellent communication skills with the ability to explain complex concepts in a simple, engaging way.
• Commercial acumen and the ability to identify opportunities that create value for both clients and the business.
• A proactive, self-motivated approach with strong organisational skills.
• Established Waikato connections or a genuine enthusiasm for becoming part of the local community.

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 an experienced, collaborative team where you’ll be supported to develop your advice capability, grow your career, and make a meaningful difference in the lives of your clients.

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 help New Zealanders achieve their financial ambitions.

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.