Senior Financial Advisor — Holistic Wealth & Growth Partner

Viridian Financial Group; Melbourne; Hybrid; AUD 110,000 - 160,000; Full time

Benefits offered by this job

Birthday Leave

Wellness Day

Flexible work arrangements (including

13 weeks’ Primary Carer’s Leave

Novated car leasing options

Viridian Team Community Program

Discounted Medibank Corporate Health

Employee Assistance Program (EAP)

Job summary

Viridian Advisory, based in Melbourne, seeks an experienced Financial Advisor to deliver high-quality, holistic financial advice and foster strong client relationships. You will work with investment teams, lending experts and a national advisory network to provide integrated outcomes.

Join a collaborative team with a strong local presence and national specialists across investments and lending, supporting your focus on advice and client relationships.

Qualifications

• 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 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 skills

Autonomy

Education

FASEA compliance

Tools

Xplan

Microsoft Office

Job description

Viridian Advisory, based in Melbourne, seeks an experienced Financial Advisor to deliver high-quality, holistic financial advice and foster strong client relationships. You will work with investment teams, lending experts and a national advisory network to provide integrated outcomes.

Join a collaborative team with a strong local presence and national specialists across investments and lending, supporting your focus on advice and client relationships.