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
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