Financial Adviser Auckland

Join RIVAL Wealth – Shape the Future of Financial Advice

Are you ready for your next career move in a forward-thinking, award-winning business?

Whether you're seeking a contracting role , employee position , or a succession plan to transition your business , this is a unique opportunity to join one of New Zealand’s fastest-growing SME financial advice firms.

Founded in 2008, RIVAL Wealth has grown rapidly by delivering impartial financial advice to individuals, families, and national corporations. We partner with leading global financial service providers to offer expert guidance in all things financial including :

Investment

We hold both a Full Financial Advice Providers Licence and a Discretionary Investment Management Licence with the Financial Markets Authority.

Awards & Recognition - to name just a few!

Work Life Balance Award – Diversity Awards NZ

Wellington Gold Awards– Celebrating regional business excellence

The Role

We’re looking for a motivated Level 5 Risk Insurance Financial Adviser to :

• Manage an established portfolio of long-term clients and facilitate new client opportunities
• Or transition your existing business into the RIVAL Wealth model over 12 months

Risk insurance is the primary focus , but if you have the investment strand too and want to complete investment advice also, that’s a bonus—but not essential.

This autonomous role offers flexibility to work from home and access shared office space. You’ll be supported by a team of 24, including experienced advisers and an outstanding support crew.

Proven success in the financial advice industry would be favorable, but we’re open to training the right candidate

Strong interpersonal and customer service skills

Exceptional attention to detail

Confident IT user and fast learner

Committed to compliant outcomes

What You’ll Gain

Open-ended monthly incentives

Flexibility and support to thrive

Apply Now

We’re shortlisting as CVs arrive—don’t wait! Take the next step in your career with RIVAL Wealth.

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