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.

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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.

Tom

Tom wasn’t looking to “scale” — he was looking for freedom. See how he found it at Pivot through systems, structure, and a role that lets him live on his terms.

Mitch

Mitch wasn’t misaligned because he wasn’t good — he was misaligned because he’d outgrown his old environment. Hear why making the leap to Pivot finally let him thrive.

James

James didn’t just want a good job — he wanted a great team. In this video, he shares what real culture, collaboration, and connection look like inside Pivot.

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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.

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

Financial Adviser

You’ve earned your stripes as an adviser, but you’re ready for more. More momentum, more strategy, more clients who actually want to be there. At Pivot, you’ll join a team that’s deeply resourced and growth focused, with strong support to help you focus on what matters most: client outcomes.

You’ll step into a full book of smart, high income professionals who value advice, with proven systems that help you scale your impact. You’ll be backed by marketing that actually works, a team that lives our values, and an environment where ambition isn’t something you have to hide. Existing ASIC Authorised Representative status required.

Mortgage Broker

You didn’t become a broker to chase low-quality leads or do admin all day. You want to work with smart, high-income clients who actually value strategy – and you want the support to scale your impact.

At Pivot, we’re not just a brokerage – we’re a full-scale wealth firm with an engaged audience, a marketing engine that works, and a team of advisers who feed high quality, pre-qualified opportunities into your pipeline. You’ll get the back-end support you need to stay client focused, and the scale to grow a book that actually builds your long-term wealth.

If you’re great at what you do and want to do it with more leverage, this is the role for you. Note full credit rep status is required, i.e. you’re not under supervision.

Associate Adviser

You’ve done the study and started your advice journey, but your current role feels like a waiting game. Progression is slow, the path unclear, and you’re buried in admin instead of building your skills.

At Pivot, it’s different. You’ll be fast tracked into a strategy focused adviser role, starting by supporting a senior adviser with a book of engaged, high income clients. From day one, you’ll be hands on with real advice work, learning directly from experienced mentors instead of being left to figure it out alone.

We’re built for impact, with strong systems, engaged clients, and a founder who’s one of Australia’s most followed advisers. If you’re hungry to grow, your progression here will only be limited by your capability and drive.
ASIC Authorised Representative status required.

Graduate Analyst / CSO

You’re smart, switched on, and ready to learn — but you’re not looking for a slow start. You want to work somewhere fast paced, where you’re close to real advice and can build skills that actually matter. That’s exactly what this role is.

You’ll be the go to support for a senior adviser and their clients, working across onboarding, implementation and client strategy. You’ll learn what great advice looks like while building a practical skill set across platforms, client service, and wealth strategy. It’s the perfect launchpad if you want to move into paraplanning, advice, or operations as your career grows.

No previous experience required — just strong attention to detail and a proactive mindset.

Want to learn more?

Click the button below to drop us a line and we’ll reach out with more details about our current career opportunities.

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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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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.

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Ali

Ali knew how to hit goals – but he didn’t want to burn out chasing them. Watch how he found balance and impact in a business built for real client results and real adviser freedom.

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Roland

Roland had the title and track record, but not the energy or satisfaction that should come with them. This is what happened when he stepped into a business that matched his ambition with purpose.

Want to learn more?

Click the button below to drop us a line and we’ll reach out with more details about our current career opportunities.

👉 I want to submit an application