Senior Financial Advisor: Flexible, Client-First Wealth

Viridian Advisory Ltd; Sydney; On-site; AUD 110,000 - 160,000; Full time

Benefits offered by this job

Birthday Leave

Wellness Day

Flexible work arrangements

Work from home

13 weeks primary carer's leave

Novated car leasing

Job summary

Viridian Advisory Ltd in Sydney CBD is seeking an experienced Financial Advisor to deliver holistic financial advice across superannuation, investments, retirement planning and insurance, while expanding client relationships as the business grows.

You will be supported by a strong national team across investments and lending, and will work to provide integrated outcomes with consultants and lenders.

Qualifications

• 5+ years of experience as a Financial Advisor
• Full FASEA compliance
• Strong understanding of regulatory requirements
• Excellent communication and relationship management
• Comfortable working autonomously with a collaborative team

Responsibilities

• Provide holistic, personalised financial advice across superannuation, investments, retirement planning, insurance and estate considerations
• Maintain strong, ongoing client relationships through regular meetings and reviews
• Identify opportunities to enhance client outcomes using Viridian's lending, investment management and digital solutions
• Build new client relationships through referrals, networking and 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

Financial advice

Client relationships

Regulatory knowledge

Communication

Autonomy

Tools

XPLAN

Microsoft Office

Job description

Viridian Advisory Ltd in Sydney CBD is seeking an experienced Financial Advisor to deliver holistic financial advice across superannuation, investments, retirement planning and insurance, while expanding client relationships as the business grows.

You will be supported by a strong national team across investments and lending, and will work to provide integrated outcomes with consultants and lenders.