trustee advisor in All Classifications
Refine by location

Modify my search
This is a featured job

Personal Financial Adviser | Real Growth Opportunity

at MyFuture

This is a Full time job

Takapuna, Auckland(Hybrid)
$80,000 base + OTE up to $300,000 +
  • Uncapped earning potential with structured client journey
  • High-quality clients who value advice
  • Be part of building a high-growth advisory business
  • Uncapped earning potential with structured client journey
  • High-quality clients who value advice
  • Be part of building a high-growth advisory business
Client-focused adviser role with uncapped earnings, helping Kiwis be smarter with their money and build long-term wealth.
Client-focused adviser role with uncapped earnings, helping Kiwis be smarter with their money and build long-term wealth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Client Services Team Leader

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed one hour ago

Compliance Analyst

at Guardian Trust.
Be an early applicant

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Benefits include medical, income protection and life insurance
  • Professional team passionate about providing outstanding services to our clients
  • Includes 1 Volunteer Leave Day and 1 Celebration Day per annum
  • Benefits include medical, income protection and life insurance
  • Professional team passionate about providing outstanding services to our clients
  • Includes 1 Volunteer Leave Day and 1 Celebration Day per annum
This is an amazing opportunity to join a passionate team in a fast-paced client focused analyst role, a mix of assurance and relationship building.
This is an amazing opportunity to join a passionate team in a fast-paced client focused analyst role, a mix of assurance and relationship building.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
1h ago
1h ago
Listed sixteen days ago

Wealth Management Associate

at Milford Asset Management

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
Great opportunity to grow and develop in our collaborative high performing advisory team.
Great opportunity to grow and develop in our collaborative high performing advisory team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed twenty nine days ago

AML, Risk, and Operations Associate

at Luminous Talent
Expiring soon

This is a Full time job

Auckland CBD, Auckland
  • Iconic NZ business
  • Broad and multi-facet role
  • Prime CBD location
  • Iconic NZ business
  • Broad and multi-facet role
  • Prime CBD location
This is a broad role in an important team that aims to provide safeguards for clients, advisors and the broader business.
This is a broad role in an important team that aims to provide safeguards for clients, advisors and the broader business.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
29d ago
29d ago
Listed thirteen days ago

Private Wealth Assistants - Auckland

at Craigs Investment Partners

This is a Full time job

Auckland CBD, Auckland
  • Build your career with one of NZ’s top investment firms
  • Be part of a collaborative and supportive team
  • Enjoy great benefits, including comprehensive medical insurance
  • Build your career with one of NZ’s top investment firms
  • Be part of a collaborative and supportive team
  • Enjoy great benefits, including comprehensive medical insurance
Are you keen to be part of a dynamic organisation in a fast paced industry?
Are you keen to be part of a dynamic organisation in a fast paced industry?
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed sixteen days ago

Financial Adviser - Entry or Experience

at Invicta Financial

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$70,000 – $100,000(building to $150k+ yr3 + Trail)
  • High performance lead flow
  • Elite systems and coaching
  • Clear path to big income and equity and progression
  • High performance lead flow
  • Elite systems and coaching
  • Clear path to big income and equity and progression
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
Build Your Career With One of NZ’s Fastest Growing Brokerages Career growth. Real impact. Entrepreneurial opportunity.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed three days ago

Personal Financial Adviser | Real Growth Opportunity

at MyFuture

This is a Full time job

Takapuna, Auckland(Hybrid)
$80,000 base + OTE up to $300,000 +
  • Uncapped earning potential with structured client journey
  • High-quality clients who value advice
  • Be part of building a high-growth advisory business
  • Uncapped earning potential with structured client journey
  • High-quality clients who value advice
  • Be part of building a high-growth advisory business
Client-focused adviser role with uncapped earnings, helping Kiwis be smarter with their money and build long-term wealth.
Client-focused adviser role with uncapped earnings, helping Kiwis be smarter with their money and build long-term wealth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed two days ago

Financial Adviser- Life & Health (Pathway to leadership, Investment/KiwiSaver)

at Venture Private Wealth Limited

This is a Full time job

Takapuna, Auckland(Hybrid)
$85,000 – $120,000 per year (+ bonus)
  • Progress to senior adviser, Head of Insurance, or into holistic financial advice
  • Be at Venture from the start, help build a legacy
  • Independent approach to financial advice
  • Progress to senior adviser, Head of Insurance, or into holistic financial advice
  • Be at Venture from the start, help build a legacy
  • Independent approach to financial advice
Join a fast-growing advice firm offering Advisers real progression, strong earning potential, and the flexibility to shape their own career path
Join a fast-growing advice firm offering Advisers real progression, strong earning potential, and the flexibility to shape their own career path
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty three days ago

Compliance Specialist, Client Information Compliance

at FirstCape Limited
Expiring soon

This is a Full time job

Auckland CBD, Auckland
  • Play a critical role in client onboarding and AML compliance
  • Work at the heart of a premium wealth management business
  • Combine regulatory rigour with client‑first outcomes
  • Play a critical role in client onboarding and AML compliance
  • Work at the heart of a premium wealth management business
  • Combine regulatory rigour with client‑first outcomes
Ensure client information is accurate, complete and compliant, supporting trusted advice and regulatory excellence.
Ensure client information is accurate, complete and compliant, supporting trusted advice and regulatory excellence.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
23d ago
23d ago
Listed sixteen days ago

Senior Associate - Trusts & Private Wealth

at Wilco
Be an early applicant

This is a Full time job

Auckland CBD, Auckland(Hybrid)
A rare chance to own and grow a trust practice — with the clients already in place.
A rare chance to own and grow a trust practice — with the clients already in place.
subClassification: Corporate & Commercial LawCorporate & Commercial Law
classification: Legal(Legal)
16d ago
16d ago
Listed two days ago

Property Finance Associate

at Squirrel

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Support property finance deals from structuring through to credit submission
  • Support property finance deals from structuring through to credit submission
Join a fast-paced property finance team, supporting deals from enquiry to credit while building toward owning your own transactions.
Join a fast-paced property finance team, supporting deals from enquiry to credit while building toward owning your own transactions.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed two days ago

Financial Advisor

at KPI Recruitment

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Competive Salary + Bouns + Equity Pathway
  • Warm, qualified referrals from established broker networks
  • Focus on life risk and employee benefits solutions across business and corporate
  • Ground-floor opportunity with long-term upside in a high-growth environment
  • Warm, qualified referrals from established broker networks
  • Focus on life risk and employee benefits solutions across business and corporate
  • Ground-floor opportunity with long-term upside in a high-growth environment
Join a leading Australian life risk & employee benefits business launching in New Zealand, offering a rare ground-floor opportunity to build and scale
Join a leading Australian life risk & employee benefits business launching in New Zealand, offering a rare ground-floor opportunity to build and scale
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
2d ago
2d ago
Listed eight days ago

Client Services - Investor Support

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
  • 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.
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)
8d ago
8d ago
Listed thirteen days ago

Financial Adviser and Assistant

at Mortgage Allied Associates Ltd

This is a Full time job

Royal Oak, Auckland
Lead a diverse client base as a Financial Adviser at leading Auckland practice. Competitive salary, career growth.
Lead a diverse client base as a Financial Adviser at leading Auckland practice. Competitive salary, career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed twenty three hours ago

Relationship Manager -Retirement Villages

at Guardian Trust.

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Benefits include medical, income protection and life insurance
  • Professional team passionate about providing outstanding services to our clients
  • Includes 1 Volunteer Leave Day and 1 Celebration Day per annum
  • Benefits include medical, income protection and life insurance
  • Professional team passionate about providing outstanding services to our clients
  • Includes 1 Volunteer Leave Day and 1 Celebration Day per annum
Seeking an individual with experience in regulated industries and excellent relationship management skills.
Seeking an individual with experience in regulated industries and excellent relationship management skills.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
23h ago
23h ago
Listed five days ago

Fund Administrator Specialist | Major Global Organisation | Great $$$

at Susie Vokins Associates (SVA)

This is a Full time job

Auckland CBD, Auckland
Major well established global organisation which values its staff Rewarding role, offering great $$$ Excellent team environment and more!
Major well established global organisation which values its staff Rewarding role, offering great $$$ Excellent team environment and more!
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed two days ago

AML & Compliance Specialist

at Hunter Campbell Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Salary + bonus + development opps
  • Broad exposure across risk & compliance
  • Own the onboarding process - AML, KYC, CFT
  • Auckland CBD
  • Broad exposure across risk & compliance
  • Own the onboarding process - AML, KYC, CFT
  • Auckland CBD
A key role interfacing with clients to ensure an exceptional onboarding process and compliance
A key role interfacing with clients to ensure an exceptional onboarding process and compliance
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed six days ago

Client Services Team Leader

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed two days ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland(Hybrid)
A newly created position in our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture too!
A newly created position in our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture too!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twelve days ago

Financial Analyst

at Guardian Trust.

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Benefits include medical, life insurance and income protection insurance
  • Professional team passionate about providing outstanding services to our clients
  • Includes 1 Volunteer Leave Day and 1 Celebration Day per annum
  • Benefits include medical, life insurance and income protection insurance
  • Professional team passionate about providing outstanding services to our clients
  • Includes 1 Volunteer Leave Day and 1 Celebration Day per annum
Seeking a strong financial analyst with fund management experience.
Seeking a strong financial analyst with fund management experience.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed two days ago

Financial Adviser

at AIL of New Zealand Ltd

This is a Contract/Temp job

Waitakere, Auckland(Hybrid)
$80,000 – $110,000 per year
  • Work with a 31 year old NZ based team
  • Customer focused mission to look after our clients
  • Conducting confidential interviews for qualified applicants for quick starts
  • Work with a 31 year old NZ based team
  • Customer focused mission to look after our clients
  • Conducting confidential interviews for qualified applicants for quick starts
A 31 year NZ based insurance organisation with a superb customer satisfaction reputation is expanding and seeking dedicated full time advisers.
A 31 year NZ based insurance organisation with a superb customer satisfaction reputation is expanding and seeking dedicated full time advisers.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
2d ago
2d ago
Modify my search
How relevant are your results?

Receive new jobs for this search by email

Return to search results
Modify my search

Select a job

Display details here