15 jobs for "New Client Counselor"

New Zealand Private Client Director

At Fisher Investments - Remote / Flexible

Posted on Sep 25

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PGIM Global Wealth - External Wholesaler (South Texas)

At Prudential Financial - Remote / Flexible

Posted on Sep 19

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PGIM Global Wealth - External Wholesaler (Independent Broker Dealer Channel - WI/IA)

At Prudential Financial - Remote / Flexible

Posted on Aug 20

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Regional Vice President of Sales (NY & NJ)

At Fisher Investments - Remote / Flexible

Posted on Aug 4

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Canadian Private Client Adviser

At Fisher Investments - Remote / Flexible

Posted on Jul 8

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Business Relationship Manager (Virtual)

At Prudential Financial - Remote / Flexible

Posted on Oct 15

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Commercial Banking Relationship Manager III- Dealer Floorplan

At PNC Financial Services Group - Remote / Flexible

Posted on Nov 7

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Commercial Banking Relationship Manager III- Dealer Floorplan

At PNC Financial Services Group - Remote / Flexible

Posted on Oct 29

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Commercial Banking Relationship Manager III- Dealer Floorplan

At PNC Financial Services Group - Remote / Flexible

Posted on Oct 29

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Treasury Management Officer II, Merchant Services

At PNC Financial Services Group - Remote / Flexible

Posted on Oct 29

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Merchant Services Virtual Payment Advisor

At PNC Financial Services Group - Remote / Flexible

Posted on Oct 27

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Premier Sales Executive Michigan

At Prudential Financial - Remote / Flexible

Posted on Aug 2

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French Tied Agent

At Fisher Investments - Remote / Flexible

Posted on Sep 25

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Regional Vice President - Saudi Arabia

At Fisher Investments - Remote / Flexible

Posted on Sep 25

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Regional Vice President of Sales (Northeast)

At Fisher Investments - Remote / Flexible

Posted on Jul 8

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Fisher Investments

New Zealand Private Client Director

Remote / FlexibleSalesPosted Sep 25, 2026

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Why you should apply for a job to Fisher Investments:

Ranked as one of the Best Finance Companies in 2024
4.1/5 in overall job satisfaction
4.5/5 in supportive management
86% say women are treated fairly and equally to men
76% would recommend this company to other women
71% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members. See all reviews ›

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring New Zealand high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar global investment firm in the United States. Join Fisher in its mission to put clients first and better the investment universe!

The Opportunity:

This lucrative role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present FIA's wealth management solutions to high-net-worth investors with NZD 1M or more to invest. You will report to FIA's General Manager, who will ensure you have the resources you need to succeed. You will be supported by Fisher Investment's global dedicated teams, including groups supporting: marketing and portfolio management.

The Day-to-Day:

Contact leads generated by Fisher's marketing group
Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
Educate prospective clients on FIA's offerings
Help qualified wholesale investors become FIA clients

Your Qualifications:

5+ years experience selling financial services or investment products directly to high-net-worth investors
Clean record with regulatory authorities
Multi-year track record of success acquiring high-net-worth private wholesale clients
Experience in high-volume phone-based sales activity and in-person meetings

Why Fisher Investments Australasia:

At Fisher, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients' interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.

The next stage of Fisher's growth will be driven by the expansion of FIA's Private Client Group into New Zealand. You will be at the frontier of this expansion. You will join FIA's workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join Fisher in its mission to Better the Investment Universe.

Benefits:

100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
Kiwi Saver Contributions
20 days of annual leave, in addition to 10 paid holidays
Employee Assistance Program and other emotional wellbeing services
$10,000* fertility, hormonal health and family-forming benefit
A collaborative working environment that practises ongoing training, educational support and employee appreciation event

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

F ISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

About Fisher Investments

At Fisher Investments, we’re dedicated to providing unparalleled service and helping our clients meet their long-term financial goals.

Size: 5,001-10,000 employees
Industry: Finance: Asset Management

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