High Net Worth Financial Planning Specialist

1 week ago

Sydney, New South Wales, Australia beBeeFinancial Full time $200,000 - $250,000
High Net Worth Financial Planning Specialist

Pivot Wealth is a fast-growing company that prioritizes delivering high-quality financial outcomes for our clients.

We are seeking an experienced High Net Worth Financial Planning Specialist to join our team. As a specialist in this role, you will work closely with our dedicated advice team to deliver tailored financial plans and ongoing education to our high net worth clients.

The ideal candidate will have 3+ years of client-facing experience within wealth and financial planning (AR Qualified) and possess the technical skills needed to deal with HNW clientele including tax planning, investments, multiple entities, and other financial planning strategies.

  • Key Responsibilities:
  • Take ownership of a book of 80-100 HNW clients and onboard new clients to build long-term relationships
  • 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

Benefits:

We offer a range of benefits, including:

  • A competitive salary and bonus structure
  • An annual review process to recognize and reward outstanding performance
  • A hybrid flexibility model allowing you to balance work and personal life
  • A flat organizational structure with no hierarchy or office politics
  • Opportunities for career progression and professional growth

Why Work With Us?

We value our team members and provide a supportive and inclusive work environment. Our core values include fairness, purpose, social equity, and empowerment, and we strive to create a workplace where everyone feels valued and respected.

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