Wealth Adviser

Joyn; Taranaki; On-site; NZD 90,000 - 120,000; Full time

Benefits offered by this job

Health and life insurance

Professional development opportunities

Generous parental leave

Community leave and birthday leave

Collaborative team culture

Job summary

Fisher Funds in Taranaki is seeking a motivated Wealth Adviser to grow our regional presence through personalised investment advice and trusted client service. You will build relationships with clients, understand goals, and provide guidance across our product suite while collaborating with a regional team.

The role offers opportunities to deepen technical expertise, expand the local network, and contribute to a high-performing national team.

Qualifications

• Experience building strong client relationships and delivering excellent client outcomes.
• Sound knowledge of investment markets, wealth management products, and financial advice principles.
• Strong communication, relationship management, and organisational skills.

Responsibilities

• Build and grow a portfolio of clients by delivering personalised investment advice and exceptional service.
• Provide high-quality, compliant financial advice while supporting clients through key life stages and changing financial needs.
• Partner with Business Development Leads and regional team members to convert opportunities into lasting client relationships.
• Continue developing your technical expertise and advice capability while contributing to a collaborative, high-performing team culture.
• Represent Fisher Funds professionally and help create a positive, inclusive, and client-focused environment.

Skills

Client relationships

Investment knowledge

Communication

Relationship management

Community networking

Autonomy

Education

NZ 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.

At Fisher Funds, we're passionate about helping New Zealanders realise their ambitions through smart investing and trusted financial advice. We're looking for a motivated and relationship-focused Wealth Adviser to join our team and help grow our presence across the Taranaki region.

This is an exciting opportunity for someone who enjoys building genuine relationships, making a meaningful impact in their local community, and helping clients make confident decisions about their financial future.

As a face of Fisher Funds in Taranaki, you'll work closely with clients to understand their goals, provide personalised investment advice across our product suite, and build long-term relationships founded on trust. You'll also play an important role in growing our regional presence through community engagement, local partnerships, referrals, and networking opportunities.

Whether you're an experienced adviser or developing your advice career, this role offers the opportunity to grow your technical expertise, deepen client relationships, and contribute to a high-performing national team.

Key Responsibilities

• Build and grow a portfolio of clients by delivering personalised investment advice and exceptional service.
• Provide high-quality, compliant financial advice while supporting clients through key life stages and changing financial needs.
• Partner with Business Development Leads and regional team members to convert opportunities into lasting client relationships.
• Continue developing your technical expertise and advice capability while contributing to a collaborative, high-performing team culture.
• Represent Fisher Funds professionally and help create a positive, inclusive, and client-focused environment.

With a strong focus on growing our Regional Relationships and Presence by

• Actively build your profile within the Taranaki community through networking, events, referrals, and local engagement.
• Represent Fisher Funds at community events, seminars, and industry forums.
• Develop and maintain relationships with local professional networks, referral partners, and community organisations.
• Support regional growth initiatives by identifying and converting new client opportunities.
• Help strengthen Fisher Funds' reputation as a trusted financial advice provider in the region.

Skills & Experience

• Working towards, or holding, the New Zealand Certificate in Financial Services Level 5 (Investment Strand).
• Sound knowledge of investment markets, wealth management products, and financial advice principles.
• Experience building strong client relationships and delivering excellent client outcomes.
• Strong communication, relationship management, and organisational skills.
• Commercially minded, with the ability to identify opportunities that create value for clients and the business.
• A collaborative, client-first approach, strong professional judgement, and a commitment to ongoing learning and development.
• Self-motivated and comfortable working autonomously while remaining connected to a wider national team.
• Strong understanding of the Taranaki community and local business environment.
• Established regional connections or the ability to quickly build a local network.
• Passion for contributing positively to the region and supporting financial wellbeing in the community.

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures.

Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.
• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.