Wealth Adviser

About the role:

Ready to build your own client portfolio and make a real impact?

As a Wealth Adviser at Fisher Funds, you'll own and grow a portfolio of clients in our $200k-$500k segment, helping them achieve their financial goals through expert investment advice and trusted relationships.

You'll be responsible for growing and retaining Funds Under Management (FUM), deepening existing client relationships, and winning new business through referrals, networking, and qualified leads. Combining strong relationship management with commercial drive, you'll build a healthy pipeline, convert opportunities into long-term clients, and play a key role in growing both your portfolio and the wider business.

Working as part of a high-performing regional pod, you'll help deliver outstanding client outcomes while contributing to our shared growth ambitions

What you'll be doing:

• Growing and managing a portfolio of priority clients, with accountability for retention, client satisfaction and FUM growth.
• Providing personalised investment advice that helps clients achieve their financial goals.
• Deepening existing relationships and uncovering opportunities to consolidate and grow clients' investments with Fisher Funds.
• Winning new business through referrals, networking, outbound activity and qualified leads.
• Building a strong pipeline and turning opportunities into long-term client relationships.
• Working alongside your regional pod to deliver exceptional client and commercial outcomes.

What we're looking for

• 2-4 years' experience in wealth management, specifically investments, banking, or financial advice.
• Current holder of the NZ Certificate in Financial Services Level 5 (Investment Strand)
• Strong communication and relationship management skills.
• Sound knowledge of investment markets and investment products.
• Commercial awareness and a client-focused approach.

Why Fisher Funds?

Fisher Funds manages more than $24 billion on behalf of nearly 500,000 New Zealanders. For more than 25 years, we've helped clients achieve their investment goals through quality advice and disciplined investment management.

You'll join a collaborative team, work alongside experienced wealth professionals, and continue developing your expertise in a growing business.

When you join us, you'll enjoy:

• Southern Cross health insurance and life insurance.
• Ongoing professional development and career growth opportunities.
• Enhanced parental leave, community leave and birthday leave.
• A supportive, collaborative team environment.
• The opportunity to make a real difference in the financial futures of New Zealanders.

We're excited to meet great candidates and will be reviewing applications as they're received, so we encourage you to apply as soon as possible.

Applicants must have the legal right to work in New Zealand. Successful candidates will be required to complete background screening, including police and credit checks.

Applications close: 16/10/2026