Job Description
Assist others in securing their financial future while enjoying the autonomy of self-employment supported by a reputable brand
As an adviser you will;
- Engage with clients in person at their home, workplace or local café or virtually from your home if that is their preference.
- Educate clients and offer solutions for their investment strategies
- Support clients through life changes to maintain their financial goals
- Get referrals from happy clients who want their friends and family on the right financial path
- Build your local network through various community events and professional gatherings
- Previous success in a sales or account management role
- Exposure to financial services – either through study, work or personal interest
- Flexible to work around client availability – some evening work on weekdays
- Your own car and mobile to use to meet and engage with clients
- Clear credit and police check
- Autonomy: Imagine running your own business with the backing of a respected and growing brand without the initial setup costs, with support from a team managing appointments and administrative tasks.
- Financial Stability: Unlike other independent contractor roles, receive a competitive retainer and collaborate within a cohesive regional advisory team
- Great income: Eligibility for trail commissions, ensuring sustained income growth alongside regular weekly earnings.
- Corporate culture/values: Join a progressive company committed to growth, innovation, and technological advancement.
- Training and development: Comprehensive training and ongoing coaching to excel as a Financial Advisor, including sponsorship for Level 5 certification
- Support: Access experienced leaders dedicated to your professional success within the organization.
Next steps
If interested or curious, please apply here with a CV in MS Word. You’ll need to hold NZ citizenship, residency, or have already secured a valid visa. For additional queries, please feel free to reach out to Kathryn on kathryn@cultivate.co.nz (just remember to apply online first so your CV doesn't go missing!)
We understand some job seekers choose not to apply if a role isn’t a 100% match. We’d encourage you to apply anyway or send us your details. If this isn’t right, something else might be.
A bit about Kathryn (Kat)
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career.
#SCR-kathryn-clarke
We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.