Senior Financial Advisor - Holistic Wealth & Client Growth

Viridian Advisory Ltd; City of Melbourne; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

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)

Job summary

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.

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 advisory

Regulatory compliance

XPLAN familiarity

MS Office

Communication

Tools

XPLAN

Microsoft Office

Job description

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