Job Description

About Us

We are a proudly NZ owned and operated KiwiSaver and wealth manager. We were founded on the belief that all Kiwis should have access to simple, easy to understand financial advice and socially responsible investments that deliver long-term profitability. Ultimately, we exist to educate, empower, and advise Kiwis, to help them achieve materially better financial outcomes at retirement.

At our core, we are a purpose-driven business, caring deeply about making a difference. Our passionate team plays a crucial role in bringing our mission to life. We foster a culture of idea-sharing and empowerment, encouraging our people to lead initiatives that positively impact our business, community, and members.

About The Role

As a Senior Wealth Adviser, you'll play a key role in growing Generate's presence within New Zealand. This is a unique opportunity to help shape our strategy by building trusted relationships, developing strategic partnerships, strengthening our brand and connecting more people with Generate's market-leading wealth solutions.

You will help clients achieve their financial goals by providing personalised investment advice and building long-term relationships based on trust. Working as part of our Private Wealth team, you'll advise clients across Generate's wealth offering, including KiwiSaver, Managed Funds and other investment solutions, delivering an exceptional client experience every step of the way.

In addition to the above, you will also be responsible for:

• Providing personalised investment and wealth advice tailored to clients' individual goals and circumstances.
• Building and maintaining long-term relationships with new and existing clients through regular reviews and proactive engagement.
• Developing new business opportunities through referrals, networking and professional relationships.
• Building Generate's profile through business development, strategic partnerships and community engagement.
• Establishing strong relationships with accountants, lawyers and other referral partners.
• Maintaining an active sales pipeline and ensuring Salesforce opportunities are kept up to date.
• Working collaboratively across the business to continually enhance the client experience and Generate's wealth proposition.
• Delivering high-quality, compliant advice in accordance with regulatory requirements and internal policies.

About You

We're looking for someone who is entrepreneurial, commercially minded and excited by the opportunity to establish and grow a new client base. You'll have strong connections within your community and enjoy creating opportunities through networking, relationship building and community engagement. By combining business development, brand awareness and high-quality financial advice, you'll play an important role in expanding Generate's reach while helping clients achieve their long-term financial goals.

More specific to the role, you will also have:

• At least 8 years' experience in wealth management, financial advice or a similar client-facing role.
• New Zealand Certificate in Financial Services (Level 5 – Investment), or an equivalent qualification.
• Experience working with high-net-worth clients and providing personalised financial advice.
• An existing network within New Zealand and a proven ability to develop new business opportunities.
• Strong understanding of the Financial Markets Conduct Act (FMCA) and Code of Professional Conduct.
• Excellent relationship-building, communication and networking skills.
• A proactive, self-motivated approach with strong commercial acumen.
• Experience using Salesforce (experience with Omnimax and Adminis would be advantageous).

What’s in it for you?

Our culture is what sets us apart. We set ourselves high standards, ensuring our work environment is one where people thrive and also have fun. We invest significantly in the well-being of our people and are intentional about celebrating wins.

In return for your hard work, you can also expect many great benefits working at Generate:

• A rewarding role where you can make a genuine difference to clients' financial futures while helping grow an exciting area of our business.
• Competitive base salary + bonus package.
• Competitive benefits package including health insurance, discounted gym membership, additional KiwiSaver contribution, corporate benefits and more.
• Proactive Health & Wellbeing Committee who organise a full calendar of events and initiatives.
• Ongoing professional development, training and career progression opportunities.
• Comfortable and central Auckland CBD office location.

Convinced?

If you are interested and wish to apply, please hit “Apply Now” and be sure to include your CV and cover letter setting out your interest and fit for the role.

We look forward to meeting you!

Applicants for this position should hold a valid visa to work full-time in NZ.