Wealth Adviser

About the role As a Wealth Adviser at Fisher Funds, you will support clients with tailored, goals based advice that builds confidence, trust, and long term engagement across a diverse client base. You will deliver proactive, high quality financial advice, deepen relationships, retain and grow your portfolio, and identify opportunities to improve client outcomes. You’ll also contribute to regional Grow, Deepen, and Protect priorities, ensuring clients receive consistent, compliant, and meaningful engagement at every stage of their journey. As your capability grows, you’ll take on more complex client relationships, drive disciplined new business activity, and influence advice quality and conversion outcomes. You’ll work closely with Senior Wealth Advisers, Business Development Leads, and the wider regional team to strengthen performance, consistency, and client experience. This is a role for someone who is motivated, commercially confident, mature in their relationship management, and committed to delivering exceptional client outcomes. Key Responsibilities Build and grow a portfolio of clients by delivering personalised investment advice and exceptional service. Develop trusted, long-term relationships that support client retention, referrals, and business growth. 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 & 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. 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. This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make. For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). 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. Applications Close 23/07/2026 #J-18808-Ljbffr