Financial Advisor

Viridian Financial Group

Adelaide

On-site

AUD 90,000 - 120,000

Full time

14 hours ago
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Benefits offered by this job

Birthday Leave
Flexible work arrangements including W
Novated car leasing
Employee Assistance Program (EAP)

Job summary

Viridian Advisory invites a Financial Advisor to join our Adelaide CBD office. You’ll deliver personalised financial guidance, manage a client pipeline and collaborate with a national network of investment teams and lending experts.

Based in our Adelaide CBD office, you’ll work with a local team and national specialists to deliver integrated outcomes while building trusted client relationships and a robust advice practice.

Qualifications

  • 3-5 years experience as a Financial Advisor.
  • Full FASEA compliance.
  • Strong understanding of legislative and regulatory requirements.

Responsibilities

  • 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.

Skills

Communication
Relationship management
Autonomy

Education

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
  • Birthday Leave and a Wellness Day
  • Flexible work arrangements, including work from home
  • 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

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.

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