FINANCIAL ADVISER – INVESTMENT

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.