Join Our Team as a Financial Adviser, Shape Your Future with Us!

At Summit Financial we are committed to empowering our clients with personalised solutions to secure their financial future.

With a legacy of excellence in insurance and a dedication to client satisfaction, we are expanding our team and seeking a motivated individual to join us as a Financial Adviser.

Are you a results-driven financial services professional with a passion for helping clients achieve their goals? We're looking for you!

As a Financial Adviser, you'll play a crucial role in building and managing client portfolios while delivering exceptional service.

We are looking for a solution finder that thrives on putting clients first.

The role can be based either in the Cromwell or Wanaka office.

Key Responsibilities:

• Establish and nurture client relationships.
• Offer personalised financial advice and solutions.
• Prepare necessary documentation and conduct product discussions.
• Network to expand and maintain client base.

Ideal Candidate:

We're seeking a driven individual with a minimum of 3 years of financial services experience.

Sales-driven mindset and strong communication skills are essential. If you're motivated, results-oriented, and thrive in a fast-paced environment, we want to hear from you!

Company Appeal:

Join a team that values growth, innovation, and employee development.

We offer benefits including health insurance, bonuses, and your birthday off!!

Let us show you why joining our team is a game-changer for your career.

Application Process:

To apply, send your CV & cover letter to us via email.

Act now and take the first step towards a rewarding career with us.