Senior Financial Advisor

Viridian Advisory Ltd; City of Melbourne; Hybride; AUD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Birthday Leave

Wellness Day

Work from home

13 weeks’ Primary Carer’s Leave

Novated car leasing

Team Community Program

Medibank Corporate Health Cover

Employee Assistance Program (EAP)

Résumé du poste

Viridian Advisory Ltd in Melbourne CBD is seeking an experienced Financial Advisor to deliver holistic advice across superannuation, investments, retirement planning, insurance and estate considerations. You will build and maintain strong client relationships through regular meetings and proactive reviews.

Working with national teams and specialists, you will stay current with market trends and regulations, apply Xplan and MS Office tools, and collaborate with accountants, solicitors and

Qualifications

• Minimum 5 years’ experience as a Financial Advisor.
• Full FASEA compliance.
• 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.

Responsabilités

• 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.

Connaissances

Client relationships

Financial advisory

Regulatory compliance

XPLAN familiarity

MS Office

Communication

Outils

XPLAN

Microsoft Office

Description du poste

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 Melbourne CBD office, you will deliver high quality, Financial Advice to clients, while also welcoming new relationships as our business continues to expand. This isn’t 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

• Minimum 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

We are proud of our collaborative, inclusive culture that is grounded in human connection. When you join us, you will enjoy:

• 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.

Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Friday 13th November 2026, 9.00pm, however shortlisting will commence immediately.