Financial Advisor: Remote & Flexible Growth Opportunity

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

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.