Wealthy & Wise Limited, a well-established financial planning practise, operating from offices on the North Shore in Auckland are looking to appoint at least one additional financial adviser.

The Opportunity

An opening has arisen for a financial adviser to provide top quality, comprehensive service to an existing clientbase. The adviser will also be expected to grow the clientbase in time by establishing good quality relationships that lead to regular referrals.

This is an opportunity to join a small, established practice, work in a professional environment and deliver ‘best practise standards’ to the clients. You will be remunerated by a combination of salary and bonuses and encouraged to develop your professional expertise. Equity participation for the right candidate is possible in time.

It Will Suit

This opportunity will suit either an experienced adviser or someone who has excellent people skills and is working towards establishing themselves in our industry. Candidates with or working towards the CFP qualification would be preferred.

The candidate must be energetic, enthusiastic and willing to go the extra mile for themselves and their clients. You will require excellent networking and selling skills as well as genuine desire to work with people to achieve their goals.

Interested?

Then send your CV to Darryl Edmonds at PO Box 100-592, North Shore Mail Centre, Glenfield, Auckland.
Phone 09 479-3750.
Email darryl.e@wealthyandwise.co.nz