About the role:
You’ll be part of a team supporting clients with their Kiwisaver decisions. Your role is all about educating, supporting, and empowering them to make the right financial choices.
What we’re looking for:
- 1–2 years’ experience in a financial advisory or investment-related role
- Strong understanding of KiwiSaver, managed funds, or investment products
- Confident communicating with clients over the phone – whether it’s guiding them through risk profiling and answering product questions
- NZ Certificate in Financial Services (Level 5) – Investment Strand is required!
Sound like you?
We’re working with a well-known organisation in the financial services space! If you’re ready to grow your advisory career in a phone-based role with purpose, apply now and we’ll be in touch.
To find out more, please get in touch with Alex on 027 206 4432 for a confidential chat.
To apply for this vacancy you MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.
At the appropriate stage we will request your references, we ask that you do not include them on your CV when applying.
At Tribe we have our guiding light to show us the way. We bring our whole selves to work. We encourage inclusion in every single interaction. We genuinely care about people and are curious about their stories. We celebrate all points of view. We will help you find your tribe, the same way we have. We’re all on a journey together so come along…
