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      Pivot Wealth

      Engaged employer

      Pivot Wealth reviews

      Great energy - Financial Advisor Pivot Wealth Employee Review

      5.0
      Feb 26, 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

      Explore other reviews about Pivot Wealth

      5.0
      Jun 30, 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
      Nov 11, 2025
      Relationship manager
      Recommend
      CEO approval
      Business outlook

      Pros

      This company is like a breath of fresh air. The team is very supportive and wants to see you succeed in your role.

      Cons

      None so far, it’s really as great as they said it would be during the interview process.

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