Pivot Wealth is expanding its Advice team with a Financial Adviser role focused on onboarding high net worth clients and building long-term relationships. The role emphasizes high-value work, supported by a dedicated paraplanning pod and an associate to ensure the delivery of top-tier advice.
With a 3+ year track record in wealth planning (AR qualified) and strong tax planning capabilities, you will help clients optimise outcomes across investments, tax structures, superannuation, and estate
Wealth Adviser for HNW Clients | Equity & Growth employer: Pivot Wealth
Pivot Wealth is an exceptional employer, offering a dynamic work environment in the heart of Sydney CBD where innovation meets financial expertise. With a strong focus on leadership development and a performance-based commission structure, employees are empowered to grow their careers while making a meaningful impact in clients' lives. The integrated advice and lending model, coupled with robust offshore support, ensures that team members can thrive in their roles and contribute to a rapidly expanding business.
