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Financial Adviser & Coaching Opportunities

Advice First
Wellington Wellington Greater Wellington, New Zealand
Competitive Salary
Closing date
Mar 29, 2024

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Job Role
Contract Type
Full Time
Our joint purpose is to inspire more Kiwis to realise a better financial future and our crew is the key to delivering on that promise.
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
Our financial coaches and advisers take our client's needs, personal situations, and financial goals into account when creating financial plans, or determining what solution will allow them to realise a better financial future.
Right now, we're growing the team and are looking for individuals who are passionate about the financial advice industry. We're looking for people who are qualified financial advisers (NZCFS) and have a well-rounded background of client-facing experience.
You will have superior interpersonal skills that underpin your ability to help clients understand sometimes complex financial scenarios and make informed decisions about their finances. You're able to establish rapport quickly, identify clients' needs, and present solutions in a way that encourages the uptake of recommended products or programmes/convinces clients to take the next step in their financial journey with us.
Your ability to self-manage, and keep on top of your planning, business development, and the ever-changing financial markets will make you a trusted partner for our valued clients.
We are open to reviewing candidates from all our office locations across New Zealand.
Why should you come 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
Hybrid Model - You will have the flexibility to set up your work week in a way that works best for you and our valued clients (we are open to different working hours/arrangements so just let us know what you are looking for)
If after hearing about us and what we do you're excited to be a part of how we're changing the way Kiwis feel about their finances, we want to hear from you. Apply today!
Love the sound of this role but feel your experience doesn't quite align with what we say we're after? Don't sweat it - apply anyway! You may be exactly what we are looking for even if it's for another one of our roles.

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