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?

🚀 About Pivot Wealth

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

We have an opening for an Associate keen to fast track their career progression to a Financial Adviser at one of Australia's leading Financial Advice firms. This role suits someone who has already completed their PY or AR registration and ready to quickly progress into a full adviser role.

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 Senior Associate Adviser role at Pivot is being responsible for supporting a Senior Adviser with the following:

• Being present in & actively participating in client meetings
• Working in tandem with your Adviser to model financial strategies in line with the clients goals and objectives
• Coordinating and communicating effectively with your pod to ensure a seamless delivery across the entire advice process
• Delivering an amazing client experience at every step of our client’s money journey
• Delivering our high-touch, ongoing client service to help our clients achieve their version of financial freedom to the highest standard

🎟️ Your Ticket to the Game

• The successful candidate must be AR qualified
• 2 years minimum experience in the Financial Planning industry, in a client facing role
• Experience using modelling tools i.e. Adviserlogic, Midwinter, Xtools+
• Exceptional organisational, communication and interpersonal skills and capacity to juggle competing priorities efficiently and successfully
• A committed and caring attitude focused on productivity, high-quality service and clients’ goals
• Professional presentation skills and a polite, caring, self-motivated manner
• Proven ability to work closely in a team and autonomously

🏆 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.

• Genuine Career Progression: We offer support through PY with a clear roadmap to get there
• Work Life Balance: Hybrid flexibility, manage a book of no more than 80-100 HNW clients
• Dedicated Pod Support: Work 1on1 with your Financial Adviser
• 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
• 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

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.