We’re on the lookout for passionate financial advisers to join our Managed Funds team as a Wealth Adviser, in our Auckland office!

This is a registered financial adviser position, and it is essential that applicants hold the New Zealand Certificate in Financial Services (Level 5) (Investment).

This role offers a fantastic opportunity to grow your financial advice career while making a meaningful impact on the lives of our clients. You’ll deliver personalised, goals-based investment advice to both new and existing clients, helping them make confident decisions to build their wealth and secure their futures.

As a key part of our Client team, you’ll be responsible for developing trusted, long-term relationships and driving new business opportunities. You’ll work closely with our Investment team and other internal partners to ensure our clients receive outstanding advice and service.

• Delivering tailored, compliant investment advice and financial strategies
• Maintaining and growing a portfolio of clients through regular and proactive engagement
• Converting new opportunities into long-term client relationships
• Participating in events, seminars, and referral activities to drive acquisition
• Maintaining compliance with all regulatory and Fisher Funds requirements
• Working collaboratively across the business to support positive client outcomes

• New Zealand Certificate in Financial Services (Level 5) – Investment Strand – essential
• Registration on the Financial Service Providers Register (FSPR) as a financial adviser, or eligibility to be registered
• Strong interpersonal skills with the ability to build trust and influence
• A genuine passion for delivering great advice and service to clients
• Sound technical knowledge of investment products and regulatory obligations
• Proven ability to generate new business and grow a client base

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 18th September 2025