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      Pivot Wealth

      Engaged employer

      Pivot Wealth reviews

      The most rewarding adviser role of my career - Financial Adviser Pivot Wealth Employee Review

      5.0
      19 Jul 2025
      Financial adviser
      Recommend
      CEO approval
      Business outlook

      Pros

      Interesting clients in strong positions, doing some planning that will put your advice skills to the test Strong support so only needing to do the 'heart surgeon' work Practical, commonsense approach to compliance

      Cons

      High level of accountability to clients - you need to be on point and push clients to actually get the results they put into their plans

      Explore other reviews about Pivot Wealth

      5.0
      30 Jun 2026
      Relationship manager
      Recommend
      CEO approval
      Business outlook

      Pros

      Great working environment. All inbound leads that were warm and qualified that you speak to. Social team. Leadership is solid.

      Cons

      Really high expectations but this has pushed me further.

      5.0
      26 Feb 2026
      Financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      - Great youthful energy in the office - Fulfilling work - Great sense of camaraderie - Upper management have a vested interest in your career progression

      Cons

      - Work can be pretty full on, not for everyone - Limited WFH days on a weekly basis - Currently in a shared office arrangement with non-permanent desks

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