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 OpportunityBased 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 aspirationscrafting thoughtful strategiesimplementing advice with precisionreviewing and refining their plan as life evolvesYou 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 DoProvide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerationsMaintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviewsIdentify opportunities to enhance client outcomes using Viridian's lending, investment management and digital solutionsBuild current client relationships through referrals, networking and natural business developmentStay current with market trends, product knowledge and regulatory requirementsCollaborate with accountants, solicitors and mortgage brokers to deliver integrated,



high quality adviceQualifications & ExperienceMinimum 5 years' experience as a Financial AdvisorFull FASEA complianceStrong understanding of legislative and regulatory requirementsExperience with Xplan (ideal) and strong Microsoft Office skillsExcellent communication and relationship management abilitiesComfortable working autonomously while supported by a collaborative teamIntegrity, professionalism and a genuine client first mindsetLife at ViridianWe 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 DayFlexible work arrangements, including work from home13 weeks' Primary Carer's LeaveNovated car leasing optionsParticipation in the Viridian Team Community ProgramDiscounted Medibank Corporate Health CoverEmployee Assistance Program (EAP) for you and your familyTo ApplyWe warmly welcome candidates who meet the above points under "knowledge, skills & experience" to apply.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 ****, 9.00pm, however shortlisting will commence immediately.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.Unlock job insightsHirer responsiveness Salary match Number of applicantsYour application will include the following questions:Which of the following statements best describes your right to work in Australia?
What is your annual salary expectation?
(excluding Super)Viridian Advisory is the financial advice business of Viridian Financial Group.
Our advisers work with clients across Australia on wealth and retirement planning, cashflow and income strategies, superannuation and SMSF, investment advice, wealth protection, estate planning and aged care.What sets us apart is our team-based client engagement model, designed to give clients expert advice that keeps pace with their evolving needs.Viridian Advisory also provides high net worth clients and family offices access to the best network of specialists and professional services in and outside of Viridian through Viridian Private Office.Viridian Advisory is the financial advice business of Viridian Financial Group.
Our advisers work with clients across Australia on wealth and retirement planning, cashflow and income strategies, superannuation and SMSF, investment advice, wealth protection, estate planning and aged care.What sets us apart is our team-based client engagement model, designed to give clients expert advice that keeps pace with their evolving needs.Viridian Advisory also provides high net worth clients and family offices access to the best network of specialists and professional services in and outside of Viridian through Viridian Private Office.Perks and benefits Leave Benefits Flexible work options Viridian Team Community Program Discounted Medibank Corporate Health Cover Employee Assistance Salary Sacrifice Novated LeasingTo help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage.
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📌 Senior Financial Advisor - Holistic Wealth & Client Growth (Melbourne)
🏢 Viridian Advisory
📍 Melbourne