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This is a featured job

Appointment Setter [NO EXPERIENCE REQUIRED]

at Carrot Wealth

This is a Full time job

Auckland CBD, Auckland
$65,000 – $95,000 per year
  • $1,500–$1,750+/week for top performers
  • No Sales Experience required - Structured training + coaching
  • Potential pathway into financial advice
Field Appointment Setter with a real path into team leadership.
subClassification: Sales Representatives/ConsultantsSales Representatives/Consultants classification: Sales(Sales)
Featured
This is a featured job

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)
Featured
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 four days ago

Appointment Setter [NO EXPERIENCE REQUIRED]

at Carrot Wealth

This is a Full time job

Auckland CBD, Auckland
$65,000 – $95,000 per year
  • $1,500–$1,750+/week for top performers
  • No Sales Experience required - Structured training + coaching
  • Potential pathway into financial advice
Field Appointment Setter with a real path into team leadership.
subClassification: Sales Representatives/ConsultantsSales Representatives/Consultants classification: Sales(Sales)
4d 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 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 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 twenty three days ago

Wealth Support Specialist

at JOYN

This is a Full time job

Wellington Central, Wellington(Hybrid)
  • Build deep expertise across wealth operations and valued client workflows
  • Be a trusted go to, keeping advisers empowered and clients supported
  • Join a values driven team where growth, care, and excellence thrive
Join our Wealth team and deliver standout client service, owning the details, streamline processes, and make every interaction count
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
23d ago•Expiring
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 twenty six 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)
26d ago•Expiring
Listed twenty days ago

Regional Manager Wealth

at JOYN

This is a Full time job

Wellington Central, Wellington(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)
20d 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 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 twelve days ago

Client Services Specialist

at Enva Financial

This is a Full time job

Eden Terrace, Auckland
  • Fast-Growing Kiwi Business
  • Career Growth Opportunities
  • Great Team & Culture
Come and join a high performing team with great career progression.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
12d ago
Listed twelve 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)
12d ago
Listed twenty seven days ago

Private Wealth Assistant - Gore

at Craigs Investment Partners

This is a Full time job

Gore, Southland
  • Gain valuable experience within one of NZ’s top investment firms
  • Utilise your strong administration and time management skills
  • Competitive salary and benefits including comprehensive medical insurance
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)
27d ago•Expiring
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 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 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 four days ago

Adviser Support - Insurance/Investments

at Apex Advice

This is a Full time job

Mount Eden, Auckland
  • Join a growing business
  • Work with a great team!
  • Central suburbs location
Join one of the country’s largest financial services companies which is also 100% New Zealand owned as Administration Support to our Advisors.
subClassification: BrokerageBrokerage classification: Insurance & Superannuation(Insurance & Superannuation)
4d ago
Listed twenty six days ago

Private Wealth Assistant - Gisborne

at Craigs Investment Partners

This is a Full time job

Gisborne Central, Gisborne
  • Join a multi-award winning investment advisory firm
  • Varied role in a fast-paced environment with continuous learning opportunities
  • Great benefits including comprehensive medical insurance
An exciting opportunity to join our Private Wealth advisory team - work with top Investment Advisers in a collaborative enviorment. Apply now!
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed twenty four days ago

Wealth Adviser (Mandarin Speaking)

at Generate Investment Holdings Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Must be fluent in Mandarin and English (written and spoken)
  • Join a high-performing, collaborative and supportive team
  • Hybrid working, bonus, wellbeing benefits and career growth.
Grow your career by combining wealth advice with business development in a unique opportunity to expand our reach.
subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)
24d ago•Expiring
Listed thirteen days ago

Financial Adviser

at Fred Recruitment

This is a Full time job

Auckland CBD, Auckland
Base Salary + Commission structure
  • Consultative, client facing Adviser role! Take real ownership
  • Uncapped earnings. Ready to make some money?
  • Great company culture that supports Career Growth pathways
Take your advisory career to the next level with a firm that values expertise, culture, and high-performance rewards
Recruited byBec Groves
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
13d ago
Listed two 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)
2d ago
Listed ten days ago

Scheme Administrator

at Melville Jessup Weaver

This is a Full time job

Auckland CBD, Auckland
We're looking a scheme administrator to provide administration and secretarial services to our clients.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
10d ago
Listed nine days ago

Financial Services - Operations

at Cultivate – SEEK Medium Agency of the Year 2023 & 2024

This is a Contract/Temp job

Auckland CBD, Auckland(Hybrid)
$34 per hour + 8% holiday pay
  • Auckland locations with hybrid working potential
  • Full-time temp assignments, paid weekly through Cultivate
  • Build your financial services expertise and widen your network
Spot anomalies, investigate exceptions, resolve complexity. Your next temp opportunity with a leading financial institution awaits!
Recruited byChelsea Widjaja
subClassification: Compliance & RiskCompliance & Risk classification: Banking & Financial Services(Banking & Financial Services)
9d ago
Listed nine days ago

Team Leader

at Cultivate – SEEK Medium Agency of the Year 2023 & 2024

This is a Full time job

Greenlane, Auckland
Base + Bonus + insurances
  • Competitive salary, profit share and fully funded insurance
  • Greenlane - Avoid CBD traffic, easy street parking and close to transport
  • Join at an exciting time - upcoming system change
Join a specialist insurance business with a standout team, great culture and real opportunity to make your mark.
Recruited byCharly Jones
subClassification: ManagementManagement classification: Insurance & Superannuation(Insurance & Superannuation)
9d ago
Listed twenty six days ago

Wealth Management Associate -Contract role

at Debbie Graham & Associates Limited

This is a Contract/Temp job

Auckland CBD, Auckland
  • Provde efficient and timely delivery service to clients.
  • Leading Fund Manager
  • 9 month contract role
Opportunity to join a leading fund manager on a 9-month contract in a Wealth Management Associate role.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
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
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