Perth Wealth Advisor: Holistic, Client-Focused Planning

Viridian Financial Group; Western Australia; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Birthday Leave

Wellness Day

Flexible work arrangements

Primary Carer’s Leave (13 weeks)

Novated car leasing

Team Community Program

Medibank Corporate Health Cover

EAP for you and your family

Job summary

Viridian Advisory in Perth CBD is seeking a Financial Advisor to deliver holistic, personalised advice and grow a client pipeline within a national specialist network. You will work with investment teams, lending experts and colleagues to provide integrated outcomes.

You will maintain strong relationships through regular meetings and reviews, stay current with market trends and regulatory requirements, and collaborate with accountants, solicitors and brokers to deliver high-quality advice.

Qualifications

• 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.

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

Client relationships

Financial planning

Regulatory knowledge

Communication

Autonomy

Tools

Xplan

Microsoft Office

Job description

Viridian Advisory in Perth CBD is seeking a Financial Advisor to deliver holistic, personalised advice and grow a client pipeline within a national specialist network. You will work with investment teams, lending experts and colleagues to provide integrated outcomes.

You will maintain strong relationships through regular meetings and reviews, stay current with market trends and regulatory requirements, and collaborate with accountants, solicitors and brokers to deliver high-quality advice.