Wealth Adviser

Wealth Adviser

14-7-25    Auckland / Permanent

Wealth Adviser

A highly respected Financial Planning firm is seeking an experienced Wealth Adviser to join their professional, close-knit team and service a growing portfolio of High Net Worth (HNW) clients.

About the Role:

This is an autonomous role focused on both the retention and growth of an established client base, while also identifying and securing new business opportunities. You will be delivering ongoing financial advice through structured reviews, aiming to improve financial literacy and support clients in making confident, informed financial decisions.

What We're Looking For:

• Minimum 5+ years of experience working with investment clients.
• Proven ability to service and grow a high-value client base.
• A genuine passion for financial education and long-term wealth planning.
• Strong interpersonal and communication skills.

What’s on Offer:

• Attractive Remuneration Package, including a competitive base salary + bonus structure.
• The flexibility of an autonomous role.
• A supportive, professional team culture with genuine collaboration.
• Opportunity to work with a reputable and client-focused firm.
• Potential for relocation support if you’re considering a move.

If you’re exploring a new opportunity and value a strong team dynamic, this could be the perfect role for you.

Get in Touch:
Contact Hayley Jordaan on 021 191 1101 for a confidential discussion, or apply via the link provided to learn more about this exciting opportunity.
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