Wealth Management Associate Jobs in New Zealand, Job Vacancies - Jul 2026

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This is a featured job

Enablement Specialist - SBS Wealth

This is a Full time job

Strategically important role for SBS Wealth
Reporting to, and having visibility with, Senior Management of SBS Wealth
An opportunity to help shape and design this growth channel

This role offers you the opportunity to help shape how adviser activation is delivered as this very important channel for SBS Wealth grows.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

Featured

This is a featured job

Client Manager

at Perpetual Guardian

This is a Full time job

Auckland CBD, Auckland

Medical and Life insurance package included

Exciting opportunity to join one of NZs leading corporate supervisors and trustees

subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)

Featured

Listed three days ago

Advisor Associate/Paraplanner

at Cleary Wealth Management

This is a Full time job

Auckland CBD, Auckland

$80,000 – $120,000 per year

Small collaborative team
Learn from the best

Work closely with the Director, offering a unique position to deepen your technical knowledge and advance your career in wealth management.

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

3d ago

Listed three days ago

Investment Operations Associate

at FirstCape Limited

This is a Full time job

Christchurch Central, Canterbury

Work in the heart of Christchurch
Learn and grow in financial services
Support advisers and clients nationwide

Join our Investment Operations team and support the administration of Consilium's products and services.

subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)

3d ago

Listed twenty seven days ago

Operations Analyst - Investment Services

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland

Work with alternative investments and private wealth clients
Join a collaborative team at the heart of JBWere operations
Develop specialist investment operations and reporting expertise

Help deliver exceptional outcomes for private wealth clients through investment operations, data integrity and reporting excellence.

subClassification: SettlementsSettlements classification: Banking & Financial Services(Banking & Financial Services)

27d ago•Expiring

Listed eleven days ago

Associate Client Adviser

at AMP Services (NZ) Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)

Make your mark in a well-known, trusted business
Join a dynamic team passionate about our customers & sustainable investing
Hybrid working

Join a business focused on helping more kiwis achieve financial happiness and be part of a supportive and collaborative team.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

11d ago

Listed five days ago

Investor Relations Officer

at General Finance Ltd

This is a Full time job

Auckland CBD, Auckland

Customer-focused Investor Relations Officer supporting investors and managing term deposit products.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

5d ago

Listed thirteen days ago

Client Services Associate - Client Engagement

at Debbie Graham & Associates Limited

This is a Full time job

Auckland CBD, Auckland

Leading Wealth Management Co
Provide exceptional front line service to new and existing clients
Auckland CBD

Bring your strong client service focus and excellent communication skills to this leading fund manager.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

13d ago

Listed thirteen days ago

Investment Associate - Māpua Wealth

at Convergence

This is a Full time job

Auckland CBD, Auckland(Hybrid)

Meaningful, intellectually stimulating work with wholesale investors
A collaborative, high-performing and genuinely supportive team culture
Competitive remuneration, ongoing professional development and career growth

Join an independent investment management firm helping clients create enduring prosperity through thoughtful investment advice and governance.

subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)

13d ago

Listed four days ago

Sales Associate

at Lotus People

This is a Full time job

Auckland CBD, Auckland

$72,500

Launch your sales career with world-class training and mentoring
Earn uncapped commission while building expertise in global finance
Join a fast-growing global FinTech with real opportunities to progress

Build relationships, grow new business and launch your sales career in FinTech with uncapped commission and genuine career progression.

subClassification: Sales Representatives/ConsultantsSales Representatives/Consultants classification: Sales(Sales)

4d ago

Listed three days ago

Senior Advisor Assistant- Financial Services

at Parker Bridge

This is a Full time job

Auckland

NZD 85000 - 95000 per annum

Competitive renumeration!
Supportive leadership!
Stable long term employment!

Seeking an Adviser Assistant with experience providing administrative and client support in a professional financial services environment.

Recruited bySapna Kanwar

subClassification: PA, EA & SecretarialPA, EA & Secretarial classification: Administration & Office Support(Administration & Office Support)

3d ago

Listed eleven days ago

Financial Advisor - Coach

at KPI Partners

This is a Full time job

Auckland CBD, Auckland(Hybrid)

Help clients make informed decisions about KiwiSaver, investments and retirement
$100K-$110K base salary plus bonus, 6% KiwiSaver and insurance benefits
Up to 2-3 days working from home following onboarding and training.

Use your experience in KiwiSaver, banking, wealth management, insurance or client relationship management to help Kiwis prepare for retirement!

Recruited byEttienne Erasmus

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

11d ago

Listed seventeen days ago

Financial Adviser - Enter the industry!

at Enva Financial

This is a Full time job

Christchurch Central, Canterbury

$60,000 + Regular bonuses

Full training provided to set you up in a financial advisory career
Excellent referrals and lead generation system to bring the clients to you
Career progression pathways that move Advisors into leadership opportunities

Fast paced role with a commitment to helping people join the industry

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

17d ago

Listed two days ago

Adviser Assistant - Cambridge

at Forsyth Barr Limited

This is a Full time job

Cambridge, Waikato

Opportunity to work for a well regarded New Zealand owned firm
Competitive remuneration package
Diverse and Challenging work

This is a rare opportunity for someone to join our great team in our Cambridge office.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

2d ago

Listed two days ago

Financial Adviser - pathway into the industry!

at Enva Financial

This is a Full time job

Auckland CBD, Auckland

$60,000 base pay plus regular bonus / commission

Become a Financial Adviser for start 2027!
Excellent referrals and lead generation system to bring the clients to you
Career progression pathways that move Advisors into leadership opportunities

Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

2d ago

Listed twenty days ago

Enablement Specialist - SBS Wealth

at SBS Wealth

This is a Full time job

Auckland CBD, Auckland

Strategically important role for SBS Wealth
Reporting to, and having visibility with, Senior Management of SBS Wealth
An opportunity to help shape and design this growth channel

This role offers you the opportunity to help shape how adviser activation is delivered as this very important channel for SBS Wealth grows.

subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)

20d ago

Listed seventeen days ago

Financial Adviser - New to Industry

at Haven Advisers

This is a Full time job

Mount Maunganui, Bay of Plenty

$80,000-120,000+ year 1 (building to $180k+ yr 3)

Incredible earning potential with a company that collaborates and rewards
We have an industry-led gold standard training programme to ensure you do well
Career progression pathways that move Advisors into leadership opportunities

Time for a career shift? We are looking to help driven professionals enter the Financial Services industry!

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

17d ago

Listed eleven days ago

Client Manager

at Perpetual Guardian

This is a Full time job

Auckland CBD, Auckland

Medical and Life insurance package included

Exciting opportunity to join one of NZs leading corporate supervisors and trustees

subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)

11d ago

Listed seventeen days ago

Regional Manager Wealth

at JOYN

This is a Full time job

Auckland(Hybrid)

Join one of NZ’s leading wealth managers with a strong client first approach
Be part of a collaborative, high performing team that values growth and impact
Lead regional performance and shape meaningful outcomes for clients and advisers

Drive regional growth, lead and develop a high performing multi disciplinary team, and deliver standout client experiences

subClassification: ManagementManagement classification: Banking & Financial Services(Banking & Financial Services)

17d ago

Listed four days ago

Entry Level Financial Adviser

at Foxplan Limited

This is a Full time job

Wellington Central, Wellington

FoxPlan is a Wellington based financial services firm, and we are looking for individuals to join our awesome Financial Adviser Program!

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

4d ago

Listed twelve days ago

Relationship Associate

at Westpac New Zealand Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)

Base salary + 10% super + variable reward

Attractive employee benefits including 5 annual wellbeing days
Great opportunity to develop a long lasting career in banking
Enjoy being part of a diverse and inclusive working culture

Join our Corporate Banking team to deliver expert credit analysis, support deals, and manage portfolio risk with precision and insight.

subClassification: Banking - Corporate & InstitutionalBanking - Corporate & Institutional classification: Banking & Financial Services(Banking & Financial Services)

12d ago

Listed nine days ago

Wealth Adviser

at JOYN

This is a Full time job

Wellington(Hybrid)

Drive confident client progress through clear guidance and timely engagement
Build momentum by activating new opportunities across diverse client channels
Grow your capability in a supportive team focused on consistency and excellence

Guide clients with tailored advice, build trusted long term relationships, and grow your portfolio through disciplined, proactive engagement

subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)

9d ago

Listed two days ago

Investment Product Manager

at Crescent Consulting

This is a Full time job

Wellington Central, Wellington

Investment and Funds Management Focus
New Zealand owned and operated
Full product ownership

Booster is a New Zealand owned and operated financial services company focused on helping kiwis make sense of money.

subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)

2d ago

Listed twelve days ago

Financial Services Educator

at Strategi Group

This is a Full time job

Albany, Auckland(Hybrid)

$80,000 – $105,000 per year

Hybrid working
Inclusive culture
Study opportunities

Same industry. New purpose. Shape the next generation of advisers.

subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)

12d ago

Listed seventeen days ago

Wealth Adviser

at JOYN

This is a Full time job

Christchurch, Canterbury(Hybrid)

Drive confident client progress through clear guidance and timely engagement
Build momentum by activating new opportunities across diverse client channels
Grow your capability in a supportive team focused on consistency and excellence

Guide clients with tailored advice, build trusted long term relationships, and grow your portfolio through disciplined, proactive engagement

subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)

17d ago

Listed twelve days ago

Senior Associate

at Assemble

This is a Full time job

Auckland CBD, Auckland

140,000 - 180,000

Private debt, property and development finance
Assist with origination, modelling, and analysis
Ideal for an experienced Senior Credit Analyst or Lender

Join a leading APAC investment manager's NZ team in a Senior Associate position. Multi-national business backed by strong deployable capital.

subClassification: CreditCredit classification: Banking & Financial Services(Banking & Financial Services)

12d ago

Listed two days ago

EA/PA/Snr Advisors Assistant - Top, high-profile Investment/wealth management co

at Metro Recruitment Ltd

This is a Full time job

Auckland CBD, Auckland

Exceptional career opp for an experienced PA/EA with one of New Zealand's most respected corporate employers in the role of Senior Adviser Assistant..

subClassification: PA, EA & SecretarialPA, EA & Secretarial classification: Administration & Office Support(Administration & Office Support)

2d ago

Listed twenty six days ago

Senior Client Manager

at Perpetual Guardian

This is a Full time job

Auckland CBD, Auckland

Medical and Life insurance package included

Medical and Life Insurance
Learn about inter-generational wealth on the job!
Be part of a supportive, purpose-driven team

Exciting opportunity to join NZs leading provider in Estate Planning, Family Office and Investment Advisory

subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)

26d ago•Expiring

Listed four days ago