Financial Adviser

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Direct message the job poster from Pivot Wealth

People & Culture - Talent Lead @ Pivot Wealth | Obsessed with building high performance teams

Want more and better career, skills & income progression? Not appreciated or well rewarded for your hard work? Want your work measured against outcomes vs inputs?

At Pivot Wealth, we work with high net-worth Accumulators to help our clients achieve a life not limited by money through our dedicated Advice team, tailored financial plans & ongoing education.

We've built a reputation in the market for being a business that looks after it's 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.

About the Opportunity

Recently recognised as AFR Fast 100's fastest growing companies, it's suffice to say that our team is expanding. We have an opportunity for a Financial Adviser to join our team at Pivot Wealth.

We have strong inbound flows of high quality clients lining up to work with us at Pivot, and the core part of this role is onboarding these clients and building long term relationships with them. We're a high touch, high fee, low volume business with a heap of support, so your time will be spent doing fulfilling, high value-add work and not wasting your time on admin and low value work.

Pivot is a business that rewards team members that add value to the business, which we do through our profit share arrangement and team equity plan, along with regular pay and performance reviews. Given our current growth, the right person has an opportunity to set up a prosperous long term future in the business while doing highly ethical, fulfilling, fun, high value work - and developing next level advice skills in the process.

About the Role

Our advice work is around strategic goals based financial planning, including everything from tax reduction strategies (including tax structures), investing, employer share plans, superannuation, insurance, and estate planning. The core of a Financial Adviser at Pivot includes:

• Take ownership of a book of 80-100 HNW clients and onboard new clients to build new long term relationships (new clients pre-sold by our sales team so no prospecting required)
• Provide strategic goals based financial planning, including everything from tax reduction strategies (including tax structures), investing, employer share plans, superannuation, insurance, and estate planning
• Lead your CSO & Associate to drive high quality and efficient outcomes for your clients, while supporting their ongoing growth and development
• You will be resourced with a dedicated pod across paraplanning, client services and implementation. You will also have a dedicated associate for support, meaning the FULL focus of the role is to work directly with clients ensuring the highest quality advice strategy is delivered and executed on
• Work in a fast-paced and motivated environment, where delivering world-class experience & financial outcomes for our clients is the top priority

Your Ticket to the Game

• 3+ years client-facing experience within Wealth & Financial Planning (AR Qualified)
• The technical skills needed to deal with HNW clientele including tax planning, investments, multiple entities and other financial planning strategies
• Client wrangling skills to ensure the best client results in the shortest amount of time
• Modelling experience i.e. Xtools+, Adviserlogic, Midwinter highly regarded
• Strong compliance history and references

Why Work With Us?

We deliver highly impactful advice that adds true value to our clients, which they fully recognise through a 100% Fee-for-service advice offer with no commissions, kickbacks, or related party business referral arrangements you need to dance around.

• Work Life Balance: Hybrid flexibility, manage a book of no more than 80-100 HNW clients
• Dedicated Pod Support: Associate, CSO & Paraplanner
• Servicing role: Only work with pre-qualified & committed clients, meaning no BD targets
• Annual Reviews: We undertake annual pay, bonus, and performance reviews along with an equity plan to recognise the great work being done by our top performers
• Flexible Working Arrangements: including hours and location (with an expectation to regularly attend our Sydney HQ)
• Our Clients: We have great clients that are fun to work with and (like us) don't take themselves too seriously
• Growth: Recognised by the AFR's Fast 100 fastest growing companies in Australia, meaning significant opportunity for career progression as the business grows
• Culture: Professional casual environment with no office politics, a young, fun team that actually get along, flat structure with full access to senior team and no hierarchy to get in the way of good ideas to make work easier
• Support: Solid internal support and resourcing to work in your genius zone

If this opportunity excites you as much as the prospect of finding our next team member excites us, please apply here with your CV and cover letter.

___________________________________________________________________________________

At Pivot Wealth, we put people first in an industry often focused on numbers. Our culture is built on fairness, purpose, social equity, and empowerment, and we live these values daily. We cherish the diverse voices, identities, backgrounds, and life experiences that make each of us unique. Here, your authenticity is celebrated and your perspective valued no matter who you are or how your journey has shaped you. We're building an inclusive workplace where everyone feels they belong and can make a meaningful impact.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Accounting/Auditing

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