Job Description

If you are financially savvy, know how to articulate your case and can confidently build new relationships in record timing then this opportunity will appeal to you! 

This is a chance to join one of New Zealand’s premier investment and financial wealth advisory firms as one of their investment advisors and start adding value immediately! 

This role essentially covers the depth and breadth of wealth advisory, so you must have a solid comprehension of financial markets and the ability to create new business swiftly. If you’re a sociable person who loves people interaction and wants to add value to the country’s economy, then keep reading! 
 

What you’ll be doing: 

• You will manage and maintain your customer base of high-net-worth individuals and provide ongoing advice and support towards their funds and investment within the firm.   
• You will canvas the Wellington region and build on your customer base whilst servicing the capital’s upper crust.

• You will have the ability to build rapport and promote the firm’s services to your customer base successfully and smoothly. Ideally you will come from a similar background and be able to introduce your current customer base to your new firm’s services.  

• You will demonstrate an expert level of knowledge of our client’s products and services, whilst navigating current market climates and advising your customers accordingly. 

In return for your hard work, you will be offered the following: 

• A competitive six figure salary package with scope for growth within the firm

• An exceedingly lucrative commission scheme

• Plenty of flexibility to operate around your customers schedules. 

• A highly regarded and respected NZ owned and operated brand  

• Coverage of your Level 5 Financial Services Certification

• Sociable weekday working hours

To succeed, you’ll need the following attributes: 

• To have completed or be working towards a Level 5 Financial Services Certification

• Experience in a people orientated financial advisory role that involves face to face engagement 
• Exposure to the financial services market and ideally have knowledge of F.U.M.

• Knowledge of your territory, and solid financial markets comprehension. 

• The ability to close the deal and gain referrals of new leads 

• A full driving license and your own vehicle.  

What’s next?      

The targeted earnings in this role are excellent and very achievable. If you’d like to hear more about this opportunity then please submit your CV to this advert.     

Please contact Jack Rogers or Donal Gunning on  jack.rogers@parkerbridge.nz  / donal.gunning@parkerbridge.nz for further information or alternatively call 04 910 3881