Financial Adviser

OverviewMake Your Mark with SBS Wealth – Join Our Tasman / Marlborough Team!

Are you ready to take the next bold step in your financial advisory career?

SBS Wealth is seeking a driven, energetic, and client-focused professional to join Kelly and the team in a pivotal role.

If you're passionate about investments, thrive on building strong client relationships, and are eager to grow within a dynamic and collaborative firm – this is your opportunity!

What We're Looking ForLocation : Nelson or Blenheim areasMinimum Qualification : NZ Certificate in Financial Services Level 5 (Version 2.0)Experience : Some background in managing client relationships and delivering investment adviceCommunication : Excellent interpersonal and communication skillsKnowledge : Solid understanding of investments markets and translating complexity into client friendly languageMindset : A self-starter with a proactive attitude and a desire to make a lasting impact in the financial advisory spaceWho We AreSBS Wealth is a nationwide team of financial advisers committed to empowering Kiwis through smart, tailored financial solutions.

We pride ourselves on our client first approach, embracing both traditional and digital communication channels to deliver exceptional service and advice.Your RoleManage and grow a portfolio of investment clientsIdentify opportunities to build SBS Wealth presence in the Tasman / Marlborough regionCollaborate with a passionate team of advisers across New ZealandWhy SBS WealthCompetitive salary and benefits packageA culture of innovation, support, and continuous learningCareer development pathways and ongoing trainingA chance to be part of a growing firm where your ideas and energy are truly valuedWhether you're an emerging talent or bring years of experience, if you're ready to make your mark and grow with us, we want to hear from you!

Apply now and become part of something exciting at SBS Wealth.

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