About the Role

Are you passionate about creating meaningful impact while driving business growth and delivering outstanding client outcomes? At Fisher Funds, we’re committed to helping Kiwi’s achieve their financial goals, and we’re looking for a dynamic, purpose driven Senior Wealth Adviser to help bring that mission to life.

In this influential role, you’ll deliver high quality, personalised financial advice that empowers clients to make confident decisions about their financial futures while building strong relationships with clients and stakeholders and identifying opportunities for growth.

You’ll also lead initiatives that promote financial wellbeing, expand our client base, and strengthen our brand presence. This is the ideal opportunity if you’re a natural people-person with a passion for helping others and are driven to grow and maintain a purpose-led business

Key Responsibilities:

Drive Business Development

• Lead the design and execution of tailored business development strategies aligned with Fisher Funds’ growth objectives.

• Proactively grow our client base by leveraging networks, community involvement, digital channels, and referral partnerships.

• Represent Fisher Funds at events, conferences, forums, and networking functions to increase visibility and credibility.

• Identify new opportunities to grow Funds Under Management (FUM) and build long-term client relationships.

Build and Maintain Strategic Partnerships

• Develop and nurture strong, collaborative relationships with key stakeholders and advice clients.

• Act as a trusted liaison between Fisher Funds and external partners, identifying opportunities for joint initiatives that support shared goals and enhance client outcomes.

• Lead events, sponsorships, and financial wellbeing programmes that amplify Fisher Funds’ impact in the community.

• Maintain open, transparent communication with clients to ensure alignment and mutual value creation.

Contribute to Business Strategy

• Share insights and feedback to inform Fisher Funds’ broader strategic planning and product development.

• Monitor and report on key performance metrics, including client growth, engagement, and FUM.

• Collaborate with cross functional teams to support initiatives that enhance the client experience and drive innovation.

• Act as an ambassador for Fisher Funds’ purpose and values, contributing to a high performance, client centric culture.

Personalised Financial Advice

• Offer high quality, goals based financial advice across our product suite.

• Stay up to date with market trends, investment strategies, and regulatory changes to deliver relevant, compliant, and effective advice.

• Build enduring client relationships based on trust, transparency, and a deep understanding of individual financial goals.

Skills and Experience:

Business Development

• A successful track record of generating new business through networks, referrals, and community or client engagement.

• Experience developing and executing targeted business development and marketing strategies.

• Commercially astute, with a strong drive to grow Funds Under Management (FUM) and expand market presence.

• Confident representing an organisation at events, seminars, and in the media as a brand ambassador.

Strategic Relationship Management

• Skilled in building and maintaining strong partnerships with key stakeholders.

• Ability to identify and lead collaborative initiatives that support shared goals and enhance community outcomes.

• Strong interpersonal and communication skills, with a collaborative approach to stakeholder engagement.

Leadership & Collaboration

• Experience contributing to crossfunctional projects and providing insights to inform organisational strategy.

• A natural mentor and team player who supports a highperformance, clientcentric culture.

Digital Fluency & Communication

• High level of digital literacy, including CRM systems, financial planning tools, and virtual engagement platforms.

• Excellent written and verbal communication skills, with the ability to simplify complex financial concepts for clients.

• Confident public speaker and presenter, capable of leading seminars and educational events.

Financial Advice Expertise

• Holds the New Zealand Certificate in Financial Services (Level 5) – Investment Strand.

• Strong competence in operating within New Zealand’s regulatory environment, particularly in relation to KiwiSaver and financial advice.

• Strong understanding of investment principles, portfolio construction, and financial planning strategies.

• Demonstrated ability to build long-term, trusted client relationships that drive retention and growth.

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 - 24 February 2026