Financial Adviser at Pivot Wealth | Torre
Financial Adviser
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Pivot Wealth

Financial Adviser

Pivot Wealth
Posted by
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Emma
Emma
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Full-time

Legal agreement: Employment

Base compensation
AUD100k - 180k/year
~USD69.1k - 124k/year

+ Bonuses (up to 50% of base compensation)

Non-negotiable
location_on
388 George St, Sydney NSW, Australia
Posted about 1 year ago

Responsibilities

Holistic retail financial planning. Take ownership of a book of 80-100 HNW clients and onboard new clients to build new long term relationships (new clients pre-sold by our sales team so no prospecting required). Provide strategic goals based financial planning, including everything from tax reduction strategies (including tax structures), investing, employer share plans, superannuation, insurance, and estate planning. You will be resourced with a dedicated pod across paraplanning, client services and implementation functions. You will also have a dedicated associate for support, meaning the FULL focus of the role is to work directly with clients ensuring the highest quality advice strategy is delivered and executed on. Lead your CSO & Associate to drive high quality and efficient outcomes for your clients, while supporting their ongoing growth and development.
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