Senior Financial Advisor

Senior Financial Advisor

Full-Time 63000 - 77000 $ / year (est.) Remote
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At a Glance

  • Tasks: Deliver personalised financial advice and build strong client relationships.
  • Company: Viridian Advisory, a rapidly growing firm with a collaborative culture.
  • Benefits: Flexible work arrangements, wellness days, and birthday leave.
  • Other info: Inclusive environment celebrating diversity and offering excellent career growth.
  • Why this job: Join a national network and make a real impact on clients' financial journeys.
  • Qualifications: Minimum 5 years as a Financial Advisor with strong communication skills.

The predicted salary is between 63000 - 77000 $ per year.

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.

Senior Financial Advisor employer: Viridian Advisory Ltd

Viridian Financial Group is an exceptional employer located in the heart of Sydney CBD, offering a vibrant work culture that prioritises employee well-being and inclusivity. With unique benefits such as generous leave policies, flexible work options, and a commitment to community engagement, employees are empowered to thrive both personally and professionally. The company’s B Corp status reflects its dedication to exemplary workplace practices, making it a rewarding environment for those seeking meaningful careers in financial services.

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Contact Details:

Viridian Advisory Ltd Recruitment Team

We think you need these skills to ace Senior Financial Advisor

Communication Skills
Adaptability
Time Management
Problem-Solving Skills
Flexibility
Teamwork
Compassion