Jobs Board

Financial adviser looking to take their advice to the next level 🚀

Pivot Wealth

The business

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

The perks

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