Take your career to the next level

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. We’re well resourced and don’t want any team members working below their skill set or pay grade, meaning you’ll have the opportunity to focus on building your skills and grow your career. We’re growing quickly, recently recognised in the AFR Fast 100 – which creates the opportunity to progress into more senior responsibilities as the business grows.

The opportunity

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.

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 strong growth, at Pivot the right people have an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing your skills in the process.

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Lachie

Lachie talks through what it’s like to be a Pivot Relationship Manager, his progression since joining the team, and some of the lessons learnt along the way.

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Toby

Toby chats about being a Pivot Financial Adviser, the goals kicked since joining the team, and some of the things he’s learnt on the journey. 

Team benefits

  • Competitive remuneration w. annual pay review
  • Incentive and bonus plan including equity via ESOP
  • Balanced work culture no expectations of out of hours work
  • Flexible working arrangements
  • Monthly paid recharge day off
  • Maternity/paternity leave 
  • Career development potential only limited by your motivation and capability

Our approach to work

  • No hard sales – 100% inbound clients
  • Nobody left behind – Clear plan for career and income growth
  • No grunt work – Strong support for every team member
  • Streamline bottlenecks – Team ideas actioned
  • Unrealistic expectations – we set performance goals collectively
  • No internal politics – flat team structure with no hierarchy 
  • No stagnation – Culture of innovation & improvement

Current roles

Senior Financial Adviser

We’re looking for a senior adviser with solid experience to help us onboard a steady flow of pre-signed wealthy accumulator clients (no prospecting required). Build your advice skills and be well rewarded for helping drive this stage of strong business growth.

Pivot has a strong support team, meaning the focus of this role is to work on high value tasks supporting our clients. Advice work is around wealth creation strategies, tax effective investing (including trust structuring), employer share plans, and the basics.

Our culture is young, fun, and vibrant and the role is based out of our Sydney CBD office (with hybrid working available).

Head of Advice

We’re looking for an adviser to help support the growth and development of Pivot’s advice team and help drive our next stage of growth.

Our culture is young, fun, and vibrant and the role is based out of our Sydney CBD office (with hybrid working available). Please note: this is a hybrid role working as an adviser and leader within the team, AR registration necessary.

Financial Adviser

We’re looking for an up and coming adviser who’s looking to take their advice game to the next level and build their advice skills and career in the process.

Pivot has a strong support team, meaning the focus of this role is to work on high value tasks supporting our clients. Advice work is around wealth creation strategies, tax effective investing (including trust structuring), employer share plans, and the basics.

Our culture is young, fun, and vibrant and the role is based out of our Sydney CBD office with hybrid working available.

Associate Adviser

Fast track your career and progress quickly to a full adviser role working with one of Australia’s leading financial advice and money management firms. You’ll start out as a point person for a group of amazing clients supporting and learning from one of our senior advisers, but with a view to quickly progress to onboarding and managing your own group of clients.

The business is well resourced, meaning your work will be truly client and advice focused, building the skills you need to grow into an amazing financial adviser. As a fast growing business, opportunities for development and progression are only limited by your capability and enthusiasm. Please note an existing ASIC Authorised Representative status is required for this role.

Senior CSO

We are on the hunt for a driven and enthusiastic experienced Client Service Officer to join our fast-paced team. In this role, you will be working closely with the Advice team to help nail our client delivery, and be involved in practice management responsibilities to ensure smooth flow across our delivery team.

This role is an attractive opportunity for a candidate with excellent attention to detail, a positive attitude and prior experience wanting to expand their skill set and join a fast-paced, fun environment with a young, dynamic team.

Graduate Analyst / CSO

We’re looking for talent new to the industry looking to build their financial advice skills towards the ultimate goal of becoming a Financial Adviser. We’ll give hands on training and help you build your skills in advice strategies and delivery, client management, and leadership, all while making a valuable contribution to our advice deliver team.

This role suits someone passionate about financial advice, who’s ready to crank their professional development and fast track their career.

About the Pivot Approach

For too long, financial planning and financial advice have put financial products ahead of strategy. Not us. At Pivot, we focus on building a plan that helps you find the perfect balance between getting ahead with money WHILE you live an epic lifestyle.

We help people set up a clear and easy to follow plan or pathway from where they are today to exactly where they want to be, then work our clients over time to make sure the plan comes together to deliver results. We know a financial plan is not the desired outcome or result of a financial planning process, so we put RESULTS at the core of what we do. It’s why our process is a little more involved than most, and it’s also why we’re one of the highest touch advice businesses in Australia.

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Sophie

Sophie chats about being a Pivot Client Services Officer, what it was like to join Pivot as here first full time role, and some of the goals she’s kicked since joining the team.

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Aaron

Aaron talks through what it’s like to be a Pivot Senior Financial Adviser, his progression since joining the team, and the things he enjoys most about the work we do for our clients. 

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Tim

Tim chats through what it’s like to be part of the Pivot Leadership team, his progression since joining the business, and the learnings along the way.

Want to learn more?

Drop us a line through the contact form below and we’ll reach out with more details about our current career opportunities.