Holistic Financial Advisor — Adelaide CBD

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

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.