Job Purpose

As a Senior Wealth Adviser, you will play a key role in shaping our client’s futures by assisting them in meeting their financial goals. You will provide high quality advice and tailored solutions to support our clients, and in the process of doing so help them feel in control of their financial wellbeing.

You will proactively support and advise a dedicated group of clients and identify future opportunities for further growth through meeting a range of new and prospective clients. Your sound knowledge and experience of the financial industry and markets is necessary, as well as up to date knowledge of our products and services. The Senior Wealth Advisor will also role-model Fisher Funds values and provide some mentorship to our more junior advisors.

Key Responsibilities

• Build and maintain strong client relationships to drive engagement and retention

• Deliver high-quality, goals-based financial advice that builds trust

• Conduct regular reviews to ensure clients’ strategies align with their objectives

• Respond promptly to client enquiries with proactive, exceptional service

• Ensure all advice complies with regulatory standards and company policies

• Develop and execute annual business plans to generate new opportunities

• Prospect and convert leads through networking, referrals, and marketing activities

• Manage pipeline effectively to maximise conversion and business growth

Skills and Experience

• Current Financial Adviser certification (required)

• Graduate Diploma in Personal Financial Planning (desired)

• Certified Financial Planner designation (or willingness to complete)

• Completion of CPD as per regulatory and company standards

• Strong knowledge of financial advice best practices, including investments, cashflow, and insurance

• Understanding of regulatory requirements for financial advice delivery

• Proven ability to deliver high-quality advice and grow client portfolios

• Excellent communication, empathy, and stakeholder engagement skills

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 genuinely collaborative team environment, where everyone is passionate about their work and the positive impact 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 - 26 November 2025