Job Description
Our client, Advisory Window, is seeking a motivated and client-focused Financial Adviser to join their Auckland CBD team. This is an excellent opportunity to build a long-term career within a growing financial advisory firm dedicated to improving the financial wellbeing of New Zealand families and businesses
About the Role
The successful applicant will:
· Provide investment and financial advice tailored to clients' individual needs and objectives.
· Build and maintain long-term client relationships.
· Assist clients to develop investment and wealth management strategies.
· Explain financial and investment products in a clear and professional manner.
· Conduct client reviews and maintain accurate client records.
· Ensure compliance with New Zealand financial services regulations and company policies.
· Use CRM systems and Microsoft Office applications to manage client information and workflows.