Senior Financial Adviser – Investment & Wealth Planning

Senior Financial Adviser – Investment & Wealth Planning

Perpetual Guardian | Auckland, Auckland, NZ

Posted 22 days ago

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Description

Perpetual Guardian in Auckland Head Office seeks a qualified Financial Adviser to deliver investment management and advisory services to clients, including non-discretionary agency clients and co-trustees.

The role focuses on building lasting client relationships, providing guidance, and promoting additional products in a collaborative team. NZ financial services certification and regulatory knowledge are preferred.


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