Senior Wealth Advisor
Tauranga
About the Role
An exciting opportunity for an experienced professional to join a leading Private Wealth organisation, grow the Tauranga practice, helping Kiwis build wealth and achieve their financial goals through expert advice and strategic planning. The ideal candidate is a dynamic professional with a proven track record in financial advisory services, exceptional communication skills, and a passion for helping clients achieve financial success. You will be responsible for providing comprehensive financial advice, managing client relationships, and driving business growth in the Tauranga region.
Key Highlights
- Lead and grow a thriving financial advisory practice in Tauranga
- Work with an established client base and develop new relationships
- Join an innovative wealth management firm with national presence in growth mode
About You
We're seeking a dynamic professional who brings:
- Proven track record in financial advisory or professional services
- Exceptional interpersonal and communication skills
- Strong critical thinking and relationship-building abilities
- Passion for helping clients achieve financial success
Responsibilities
- Provide comprehensive financial advice to existing and new clients
- Oversee Tauranga office operations
- Develop and maintain professional referrer networks
- Drive growth objectives and client acquisition
- Ensure compliance with risk management requirements
About Us
A specialist wealth management firm with over 30 years of experience, we are dedicated to supporting New Zealanders in making better financial decisions. Our nationwide team of financial professionals develop long term client relationships combining unique technology with world-class investment strategies.
What We Offer
- Competitive remuneration package
- Strong existing client base and referral sources
- Supportive and innovative work environment
- Clear pathway for professional development
- Opportunity to make a meaningful impact in your community