Financial Advisor

Viridian Financial Group; Adelaide; On-site; AUD 85,000 - 120,000; Full time

Benefits offered by this job

Birthday Leave

Wellness Day

Primary Carer’s Leave

Novated car leasing

EAP for you and family

Discounted health cover

Job summary

Viridian Advisory in Adelaide CBD is seeking a Financial Advisor to deliver holistic, personalised advice and grow a client pipeline. You will work with our national specialists to provide integrated outcomes and build lasting client relationships in a collaborative team.

The role emphasizes autonomy, strong compliance and the ability to stay current with market trends while delivering high-quality financial planning across investments, superannuation and estate planning.

Qualifications

• 3–5 years’ experience as a Financial Advisor.
• Full FASEA compliance.
• Strong knowledge of legislative and regulatory requirements.
• Experience with Xplan and strong Microsoft Office skills.
• Excellent communication and relationship‑management abilities.
• Comfortable working autonomously while supported by a collaborative team.
• Integrity, professionalism and a genuine client‑first mindset.

Responsibilities

• Provide holistic advice across super, investments, retirement, insurance and estate planning.
• Maintain ongoing client relationships through regular meetings and proactive updates.
• Identify opportunities to improve outcomes using Viridian’s lending and investment teams.
• Grow client base through referrals and networking.
• Stay current with market trends, products and regulatory rules.
• Collaborate with accountants, solicitors and brokers to deliver integrated advice.

Skills

Communication skills

Relationship management

Autonomy

Client-first mindset

Education

Full FASEA compliance

Tools

Xplan

Microsoft Office

Job description

A rare and exciting opportunity has become available for a Financial Advisor to join our team in the Adelaide CBD office.

At Viridian Advisory, we believe great Advice starts with a great relationship. Our Advisors walk alongside clients through every season of life, helping them discover what truly matters, building strategies that reflect those priorities, and adjusting the plan as life evolves.

We are growing rapidly and thoughtfully, with an exciting 5 year plan and a nationwide footprint across 30+ offices.

The Opportunity

Based in our stunning Adelaide CBD office, you will deliver high-quality, personalised Financial Advice while driving your own client pipeline. This role is more than just advice; it’s being part of the engine room of a national specialist network, working closely with investment teams, lending experts, and fellow Advisors to deliver truly integrated outcomes.

You will be their trusted partner:

• helping clients clarify aspirations
• crafting thoughtful strategies
• implementing advice with precision
• reviewing and refining their plan as life evolves

You will be supported by a strong local team and national specialists across investments and lending, allowing you to focus on what you do best — advice and relationships.

What You Will Do

• Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations
• Maintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviews
• Identify opportunities to enhance client outcomes using Viridian’s lending, investment management and digital solutions
• Build new client relationships through referrals, networking and natural business development
• Stay current with market trends, product knowledge and regulatory requirements
• Collaborate with accountants, solicitors and mortgage brokers to deliver integrated, high-quality advice

Qualifications & Experience

• 3–5 years’ experience as a Financial Advisor
• Full FASEA compliance
• Strong understanding of legislative and regulatory requirements
• Experience with Xplan (ideal) and strong Microsoft Office skills
• Excellent communication and relationship‑management abilities
• Comfortable working autonomously while supported by a collaborative team
• Integrity, professionalism and a genuine client‑first mindset

Life at Viridian

We are proud of our collaborative, inclusive culture that is grounded in human connection. When you join us, you will enjoy:

• Birthday Leave and a Wellness Day
• 13 weeks’ Primary Carer’s Leave
• Novated car leasing options
• Participation in the Viridian Team Community Program
• Discounted Medibank Corporate Health Cover
• Employee Assistance Program (EAP) for you and your family

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.

Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Sunday 11th October 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.