Jobs Board

Financial adviser looking to take their career to the next level ๐Ÿš€

Pivot Wealth

The business

Weโ€™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. Weโ€™re a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS. Weโ€™re well resourced and donโ€™t want any team members working below their skill set or pay grade, meaning youโ€™ll have the opportunity to focus on building your skills and grow your career.

The role

๐Ÿค‘ Highly competitive remuneration package including equity
๐Ÿค‘ Work only in your genius zone with solid support team
๐Ÿค‘ 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
๐Ÿš€ Full time role based out of our epic Sydney office with hybrid working arrangements
๐Ÿš€ Work within an advice โ€˜podโ€™ with the support of an associate, paraplanner, admin, and implementation manager, meaning your advice work is focused in your genius zone
๐Ÿš€ Onboard 8-12 new clients per month, 100% inbound and introduced to you pre-signed on 12 month contract - no sales or prospecting required
๐Ÿš€ Work in a fun, playful but professional, politics-free environment with a team of other superstars

Skills and experience

๐Ÿ’ฐ 5 years advice experience
๐Ÿ’ฐ Strong EQ and the ability to lead and support clients effectively
๐Ÿ’ฐ Technical skills around tax planning, investments, and other financial planning strategies
๐Ÿ’ฐ Modeling experience i.e. Xtools+, Adviserlogic, Midwinter highly regarded
๐Ÿ’ฐ FASEA ready
๐Ÿ’ฐ Strong compliance history and references