Financial Associate – Pathway To Financial Adviser

Job description
Financial Associate – Pathway to Financial Adviser

Do you expect more from the world … and yourself?

Are you goal and results-orientated, interested in helping others, and eager to grow into a successful financial adviser?

If you have a sharp eye for detail and excel at both written and verbal communication, WISEplanning might be the place for you to take control of your future, with strong career growth opportunities and income options.

We are looking for a Financial Associate who is ready to learn, grow, and progressively step into an advisory role.

WISEplanning provides the training and support you need to build your skills, experience and achieve your career path goals.

About Us:
WISEplanning is a niche Financial Advice Provider, specialising in Investment Advice, Financial Planning, and Mindset Alignment.

We are independent and well-established, with a loyal client base across New Zealand.

Our mission is to reduce the financial literacy gap in New Zealand – one family at a time.

Visit our website at wiseplanning.co.nz to learn more.

Role Details:
This is a full-time role (Monday to Friday) based at our Central City office.

Flexibility emerges as your advice practice grows.

Key Responsibilities:
Support the senior advisor by attending meetings, taking notes, and ensuring follow-up meeting attendances are delivered, executed and finalised appropriately.
Prepare pre-meeting and post-meeting letters, dashboards, and reports for client meetings.
Conduct client check-in/courtesy calls, building rapport and addressing ongoing needs.
Handle administrative tasks and client communications while growing into a financial adviser role where you'll grow your own client base.
Leverage your strengths, specialising in what you do best (your 'unique ability').
Assist in conducting investment research.
Develop your own client base and expand your advisory expertise over time, with opportunities to specialise in a range of financial services.
What You Bring:
Strong communication skills, both written and verbal, with the ability to build trust and rapport with clients.
Ambition, ability to focus, willingness to learn, determination to succeed and continue to pursue personal and business growth.
Instinctively proactive mindset, a desire to take on extra responsibilities and step into a full advisory role.
Strong interest in pursuing a financial services qualification (we will support you in obtaining your Certificate in Financial Services L5).
Genuine desire to make a positive impact, helping clients achieve their financial goals while contributing to the greater good.
Keen to learn; previous experience in banking, insurance, investment, or related industries is beneficial but not required.
Why WISEplanning:
Career Path Growth: Starting as an associate, training, personal growth, financial success and ultimate financial independence.
Supportive Team Environment: Join a passionate and growing team dedicated to helping clients achieve their goals.
Discover And Develop Your Unique Ability: As you grow into an adviser role, we will help you to discover, develop and focus your unique ability, targeting your specialist area of financial advice.
Training & Development: We provide paid training, along with the tools, resources, and support needed to grow personally and build a successful career in financial services.
Earning Potential: Your earnings will grow alongside your career at WISEplanning, with opportunities for increased income as you advance, build your client base, and demonstrate strong performance and client loyalty.