Financial Adviser - Investment

Add expected salary to your profile for insightsEmpower Financial Futures with Insight and ExpertiseAre you passionate about helping people make confident financial decisions?Do you bring proven experience in financial planning, deep investment knowledge, and a client-first mindset?Join FSG Wealth as a Financial Adviser and be part of a growing, high-performing team that values integrity, collaboration, and truly personalised advice.About UsAt FSG Wealth, we specialise in delivering personalised financial planning and world-class investment strategies for high net worth clients.
Based in the heart of Auckland's CBD, we pride ourselves on developing enduring client relationships grounded in trust, transparency, and meaningful outcomes.Our mission is to empower confident financial decisions — and our team is key to making that happen.
As our company continues to grow, we're seeking the right people to grow with us.The OpportunityAs a Financial Adviser, you will play a critical role in developing tailored financial strategies and delivering expert investment guidance.
You will work closely with our support team to provide a seamless, high-impact client experience.Reporting to the General Manager, you'll provide holistic financial advice across investment planning, retirement strategies, wealth protection, and more.Key ResponsibilitiesFinancial Advice Delivery – Develop and present personalised financial plans and investment strategies tailored to individual client needs.Client Engagement – Build and maintain strong client relationships through proactive service and trusted advice with both existing and new clients.Investment Strategy – Design and implement investment portfolios that align with each client's goals and risk profile.Compliance & Documentation – Ensure all advice and documentation meet regulatory standards and business policies.Collaboration – Partner with our support team to ensure a smooth client journey.What We OfferMeaningful Work – Help clients navigate life's key financial decisions with confidence, across new clients and an existing client baseTeam Culture – Join a supportive, purpose-driven team committed to excellence and innovation.Growth & Development – Access professional development, industry events, and career progression opportunities.Central Location – Work from our modern, centrally located Auckland CBD office.Competitive Package – Enjoy a remuneration structure that rewards results and impact, with a pathway to ownership.Ideal CandidateNational Certificate in Financial Services Level 5 (or equivalent).Minimum 5+ years' experience in financial planning and investment advice.Exceptional interpersonal and communication skills.Strong analytical and problem-solving abilities.Proficient in financial planning software and investment platforms.Self-motivated and client-centric with a high level of integrity.Join UsIf you're ready to bring your expertise to a firm where your work truly makes a difference, we'd love to hear from you.Apply today to become a Financial Adviser at FSG Wealth and help shape the financial futures of our valued clients.Please note: You must be eligible to live and work in New Zealand.Learn more about us at: job insightsSalary match Number of applicants Skills matchYour application will include the following questions:Which of the following statements best describes your right to work in New Zealand?
How many years' experience do you have as a financial adviser?
Do you have experience in a role which requires relationship management experience?
What's your expected annual base salary?
Are you willing to undergo a pre-employment medical check?
Do you have a current New Zealand driver's licence?
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