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      Pivot Wealth

      Engaged employer

      Pivot Wealth reviews

      Diamonds are made here 💎 - Financial Advisor Pivot Wealth Employee Review

      5.0
      21 May 2025
      Financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      Energetic, proactive & aligned team with management who actively innovate across systems, process & tech to enhance the client experience & advice delivery. Growing business with the opportunity to develop skills & experience at a rapid clip. Great advice support model with pod structure, coaching & latest tech to enable advisers to focus on pushing client outcomes.

      Cons

      Intense workload at times, not suited to everyone.

      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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