Financial Advisor - Holistic Wealth & Client Growth

Viridian Financial Group; Adelaide; On-site; AUD 90,000 - 120,000; Full time

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

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.