Pivot Wealth,
Work Type
In PersonRole Type
AdvisorEmployment Type
Full TimeAbout the business
We’ve built a reputation in the market for being a business that looks after our people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package. We’re a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS. We’re well resourced and don’t want any team members working below their skill set or pay grade, meaning you’ll have the opportunity to focus on building your skills and grow your career.
About the role
🤑 Highly competitive remuneration package including equity
🤑 Work only in your genius zone with solid support team
🤑 Join a young, high-achieving team that works hard and has fun doing it
Looking for an experienced financial adviser that wants to do life changing work with a special group of humans that value and appreciate having a trusted money partner in their corner.
In 2015, Pivot was born with an idea to do things differently. We wondered what advice would look like if you started with a blank canvas and built a business with the sole driver to deliver epic results for our young accumulator market. Fast forward seven years and Pivot has built a reputation for the highest standard in financial advice, and for looking after our team with the same passion we put into our client work.
About the role
🚀 Full time role based out of our epic Sydney office with hybrid working arrangements
🚀 Work within an advice ‘pod’ with the support of an associate, paraplanner, admin, and implementation manager, meaning your advice work is focused in your genius zone
🚀 Onboard 8-12 new clients per month, 100% inbound and introduced to you pre-signed on 12 month contract – no sales or prospecting required
🚀 Work in a fun, playful but professional, politics-free environment with a team of other superstars
Learn more about our advice process here:
Perks and benefits
Monthly paid wellbeing day
Day one team equity plan
Earn up to 50% of your salary in bonus income
Young, fun culture – wear your Birkenstocks to the office
Great clients that are fun to work with – no dickheads policy
Skills and experience
💰 5 years advice experience
💰 Strong EQ and the ability to lead and support clients effectively
💰 Technical skills around tax planning, investments, and other financial planning strategies
💰 Modeling experience i.e. Xtools+, Adviserlogic, Midwinter highly regarded
💰 FASEA ready
💰 Strong compliance history and references
More jobs
Proactive Business Services, Sydney NSW, Australia
🚀 Senior Financial Adviser – A Unique Opportunity for Impact and Innovation🚀
Are you a financial advice business owner who feels like you’re treading water? Sick of wearing all the hats – marketing, sales, and everything in between?
Or maybe you’re an employed adviser, bored in your current role and ready for more.
We’re launching something entirely different in the advice space – combining award-winning expertise in financial advice with cutting-edge technology and the visionary insights of Robert Coorey from Proactive Business Services. Robert is also the best selling author of The Subscription Playbook and Feed a Starving Crowd.
Sydney NSW, Australia
Full Time
Flexible
Sufficient Funds, Work From Home
Junior Financial Adviser
We’re looking for a driven Junior Financial Adviser to join our superstar team.
- full-time employed, remote and highly flexible – there’s no clock-watching at SF
- with a heavily impactful internal training program, you will become the face of SF for your clients. Conducting our hugely popular Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator)
- following a meticulous and proven process to engage and ensure delivery of Plans to 8+ new clients each month, quickly building your client base.
Work From Home
Full Time
Remote
Blueprint Wealth, South Perth
Relationship Manager
Manage the Financial Advisors diaries – ensure diary structures and appointment maximums are observed, all meetings are confirmed, client packs are prepared and Advisor has required documents for meetings Assist Financial Advisor(s) with client meetings and presentationsTake responsibility for file notes and action items from client meetingsCheck and prepare application forms following meetings ensuring there are correctly and fully completed, to pass onto client services for lodgement. Provide assistance to client services support team with client paperwork, preparation of lodgementsAssist in lodgement is applications and implementation of advice as an overflow from client services Regularly communicate with client on their cases progress Check on correct implementation of advice Ensure that review meetings and Annual Advice Agreement obligations are met within the Annual Advice Agreement period.Ensure Financial Advisor has required documents for meetings and prepare Agenda of topics of discussion and required informationImplement action items following reviewBe the primary point of contact for clientsRespond to clients’ requests and provide the information sought – providing factual information, account details, assisting client in updating any details provided, provision of statements and required information etcAssist with ongoing management of self-managed super funds and ensure compliance requirements maintainedAssist with Centrelink enquiries and management Deal with complaints as they arise to find a resolution for the clientManage client expectations on enquiries, providing regular and timely updatesLodge insurance claims, liaising with the client and financial institution to complete
South Perth
Full Time
Flexible