Senior Wealth Adviser

About the role At Fisher Funds, we’re on a mission to help Kiwis grow their wealth and enjoy their future, and our Senior Wealth Advisers play a key role in making that happen. As a Senior Wealth Adviser, you’ll partner with clients to understand what matters most to them and provide personalised investment advice that helps them achieve their financial goals. You’ll build trusted, long‑term relationships, helping clients navigate life's changes while ensuring they feel informed, supported, and confident in their financial future. Working as part of a regional Wealth team, you’ll also use your experience to support and uplift those around you. You’ll provide guidance on complex client situations, share best practice, and help create a culture of high performance, collaboration, and exceptional client service. Through your leadership and client‑first approach, you’ll help strengthen our reputation as one of New Zealand’s most trusted wealth management providers. Key Responsibilities Manage and grow a portfolio of high‑value clients, delivering tailored investment advice and exceptional service Build trusted, long‑term relationships that drive client retention, referrals, and business growth Provide high‑quality, compliant financial advice and stay current with market and regulatory developments Partner with Business Development colleagues to convert opportunities into enduring client relationships Mentor and support Wealth Advisers while contributing to a collaborative, high‑performing culture Represent Fisher Funds with clients, referral partners, employers, and the wider community Skills & Experience Level 5 Financial Services Certificate (Investment Strand) and current Financial Adviser registration Strong investment markets, wealth management, and regulatory knowledge Proven success managing complex client relationships and achieving strong commercial outcomes Excellent communication, relationship‑building, and problem‑solving skills Experience coaching, mentoring, or developing others Client‑focused, commercially astute, and committed to delivering exceptional outcomes High levels of initiative, professionalism, and accountability, with a focus on delivering outstanding client outcomes 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 organisation 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