At AdviceFirst and enable.me, we’re here for our clients, their families, and their businesses. We provide financial advice and coaching that helps Kiwis take control of their finances and realise a better financial future.
We strive to be admired financial strategists and leaders. So, when you join the crew, know that you will be a trusted partner and provider of innovative solutions for growing the personal financial confidence, decision-making, and security of our valued clients.
The Role:
Are you an experienced Financial Adviser with a passion for helping clients make informed decisions to build their wealth? We’re open to expressions of interest to join our Wealth Management team in our Parnell, Takapuna, or Wellington office, where you’ll have the opportunity to make a meaningful impact for our clients.
You will be responsible for providing excellent advice to a portfolio of existing clients, ensuring their wealth needs are met. You will be a pro-active individual who has proven strength and success driving new business, and you will also understand the importance of relationship management, finding the right solutions, and the ability to add value.
You will need exceptional communication, relationship and negotiation skills. We need someone who passionate about what they do and has the desire to not only grow and develop in their own career but our business as a whole.
What We’re Looking For
- Experience in a client/customer facing role with an investment focus is essential
- A keen interest in financial markets and a passion for delivering high quality outcomes for clients
- Proven success in a customer focused sales environment
- A proven track record of meeting and exceeding targets
- Level 5 qualification in Financial Services (Investment strand)
- A true passion for providing an exceptional client experience
- Ability to demonstrate strong communication and influencing skills
- Eligible to work in New Zealand
Why Join Us?
When you come to work with us at AdviceFirst, you’ll notice we go the extra mile to make you feel part of the crew right from day one.
You’ll enjoy:
- A suite of insurances including income protection and health insurance with Southern Cross
- Paid time off to do community work and we support a raft of different community causes
- An annual contribution to your wellness
- Over and above KiwiSaver contribution
- The flexibility to set up your work week to get the best out of you and for our valued clients
