Client-first advice
We value people who can explain financial decisions clearly and keep the client's interests at the centre of the conversation.
Build meaningful advice work with a boutique Auckland team.
Join a growing financial advice team in Parnell, Auckland, working with like-minded high achievers and a platform to demonstrate your skills.
Why Trilogy
A place for advisers who want their work to be personal, clear and useful.
Trilogy Financial Solutions works with New Zealanders across investment planning, retirement planning, KiwiSaver and residential lending. The team is small enough for direct client relationships and structured enough to support careful, documented advice.
Parnell
Auckland based
Boutique
Direct client work
Growing
Current adviser role open
Professional standards
Advice work needs care, diligence, documentation and follow-through. We look for people who take that responsibility seriously.
Practical teamwork
A boutique team works best when advisers, paraplanning and administration stay connected and help each other deliver.
Current opportunities
General career enquiry Open roles at Trilogy.
Financial adviceParnell, Auckland
Investment Adviser
A client-facing investment advice opportunity for someone with strong technical judgement, clear communication and a proactive, client-focused attitude.
Application path
A clear, practical hiring process.
Apply
Send your CV and a short note about the role that interests you.
Meet
Talk with the team about your experience, goals and client approach.
Decide
Confirm fit, expectations and next steps before joining the practice.
Let's get your financial future organised.
A no-obligation conversation with a Parnell-based adviser who takes the time to understand where you're heading.