Wealth Adviser

Joyn; Tauranga; Hybrid; NZD 70,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

Life & Trauma Insurance

Career Development

Parental Leave

Birthday Leave

Team Environment

Job summary

Fisher Funds is seeking a Wealth Adviser in the Tauranga area to build and manage a portfolio of clients, delivering personalised investment advice and developing trusted relationships across the Bay of Plenty region.

You’ll grow the client base through referrals, community engagement and delivering outstanding client outcomes, while staying current with markets and regulations. A NZ Certificate in Financial Services Level 5 (Investment Strand) or progress toward it is preferred.

Qualifications

• Experience in financial advice, wealth management or related client-facing financial services role.
• Strong relationship management and communication skills.
• NZ Certificate Level 5 (Investment Strand) or working towards completion.
• Established Bay of Plenty connections or willingness to become part of the local community.

Responsibilities

• Build and manage a portfolio of clients with tailored, goals-based financial advice.
• Develop trusted relationships to support client retention and growth.
• Identify opportunities to deepen client relationships across Fisher Funds' investment solutions.
• Partner with regional teams to convert opportunities into lasting client relationships.
• Build your profile in the Bay of Plenty through networking and community activities.
• Stay up to date with markets and regulatory requirements.

Skills

Relationship management

Communication skills

Financial services experience

Investment knowledge

Bay of Plenty connections

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.

Help Bay of Plenty 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 Tauranga team and help grow our presence across the Bay of Plenty 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 Bay of Plenty 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 Bay of Plenty 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 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.