Financial Advisor

Viridian Financial Group; Geelong; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Unique leave benefits

Flexible work options

Discounted Corporate Health Cover

Employee Assistance Program

Job summary

A financial services provider in Geelong is seeking experienced Financial Advisors to join their team. This full-time position involves providing comprehensive financial planning services, maintaining ongoing contact with clients, and helping to build new client relationships. Ideal candidates should have 3-5 years of experience and full FASEA compliance. The role comes with competitive benefits, including flexible work options and various leave benefits to promote employee well-being and inclusivity.

Qualifications

• 3-5 years’ experience required as a Financial Advisor.
• Knowledge of Xplan and proficiency in Microsoft Office Suite.
• Strong communication and relationship management skills.

Responsibilities

• Prepare and conduct interviews for prospects and existing clients.
• Provide financial planning advice to clients.
• Build and maintain relationships with referral sources.

Skills

3-5 years’ experience as a Financial Advisor

Excellent communication skills

Relationship management

Ability to work autonomously

Technical knowledge of legislative and regulatory requirements

Education

Full FASEA compliance

Tools

Xplan

Microsoft Office Suite

Job description

Viridian Financial Group are currently welcoming experienced Advisors to express their interest to work with the Viridian team.

Apply now to submit your expression of interest, and we'll add you to our Talent Pool, so you're kept top of mind for Advisor opportunities that become available in the next 6 months.

Who We Are – Viridian Financial Group

Viridian Financial Group was established in 2015 by a team who understood the life changing power of financial advice. Viridian now has over 450 professionals empowering clients and advice firms across Australia through Financial Advice, Lending, Investments and Digital Solutions.

We are united in purpose, and our strength lies in working together to deliver expert guidance tailored to meet the ever-changing needs of our clients’ and the advice industry.

About the Role

This full-time role will provide comprehensive financial planning services to existing and new clients. The successful candidate will provide on-going advice, guidance and maintain face to face and phone contact with existing clients. The Financial Advisor will be responsible in managing the ongoing relationship with the clients, while also being able to identify and source potential new clients.

Key Responsibilities

• Prepare and conduct interviews and reviews for prospects and existing clients.
• Provide technically competent financial planning advice that matches individual client needs.
• Keep up to date with financial planning products and services and with financial market trends.
• Build, train and maintain relationships with external referral sources.
• Achieve agreed targets with respect to funds under management, fees generated, creation of new clients and retention of existing clients.
• Comply with all instructions, procedures and processes of the business as required under the Australian Financial Services License.

Working at Viridian

In 2022, the firm achieved B Corp status with a B Impact score of 99.4 and in 2025 was recertified, increasing that score to 151. Viridian has been recognised as one “Best for the World” in the Workers Impact category, placing Viridian in the top 5% score by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair-chance hiring policies.

You will have access to a range of benefits centred around community and inclusivity:

• Unique and generous leave benefits, such as Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave and the ability to purchase additional Annual Leave.
• Flexible work options with the ability to work from home.
• Participation in our Viridian Team Community Program.
• Discounted Medibank Corporate Health Cover.
• Employee Assistance providing free and confidential counselling services to all employees and their families.

Knowledge, Skills & Experience

• 3-5 years’ experience as a Financial Advisor, with full FASEA compliance.
• Knowledge of Xplan as well as proficiency in Microsoft Office Suite.
• Excellent communication skills and relationship management.
• Ability to work autonomously and part of a team.
• Strong compliance, technical knowledge of legislative and regulatory requirements.

To Apply

We warmly welcome candidates who meet the above points under “knowledge, skills & experience”to apply.

Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Saturday 14th February 2026, however shortlisting will commence immediately.

At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.