SENIOR FINANCIAL ADVISER

Our client, Advisory Window, is seeking an experienced and client-focused Senior Financial Adviser to join their Auckland CBD team.

 This is an excellent opportunity for an established adviser to play a key role in a growing financial advisory business while helping New Zealand families and businesses achieve their financial goals.

The successful applicant will:

• Provide comprehensive investment and financial advice tailored to clients' individual needs and objectives.
• Develop and implement investment and wealth management strategies.
• Conduct detailed financial reviews and prepare recommendations for clients.
• Build, manage and maintain long-term client relationships.
• Develop new business opportunities and contribute to business growth.
• Explain complex financial and investment concepts in a clear and professional manner.
• Ensure all advice and client interactions comply with New Zealand financial ...