Description
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 5year plan and a nationwide footprint across 30+ offices.
The Opportunity
You will deliver highquality, Financial Advice to an existing client base, 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, highquality advice
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 workfromhome
- 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
Requirements
Qualifications & Experience
- 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 relationshipmanagement abilities
- Comfortable working autonomously while supported by a collaborative team
- Integrity, professionalism and a genuine clientfirst mindset
