OverviewJoin to apply for the Financial Advisor role at Viridian Financial Group. A full-time Financial Advisor is sought to join the team in Rockingham, serving clients across Rockingham, Mandurah, and Pinjarra.Viridian Financial Group was established in 2015 by a team who understood the life changing power of financial advice. Viridian now has over 450 professionals empowering clients and advice firms across Australia through Financial Advice, Lending, Investments and Digital Solutions. We are united in purpose, and our strength lies in delivering expert guidance tailored to meet the ever-changing needs of our clients and the advice industry.About the RoleThis full-time role will provide comprehensive financial planning services to existing and new clients. The successful candidate will provide ongoing advice, guidance and maintain face-to-face and phone contact with existing clients. The Financial Advisor will manage the ongoing relationship with clients while identifying and sourcing potential new clients.ResponsibilitiesPrepare and conduct interviews and reviews for prospects and existing clients.Provide technically competent financial planning advice that matches individual client needs.Keep up to date with financial planning products and services and with financial market trends.Build, train and maintain relationships with external referral sources.Achieve agreed targets with respect to funds under management, fees generated, creation of new clients and retention of existing clients.Comply with all instructions, procedures and processes of the business as required under the Australian Financial Services Licence.Working at ViridianIn 2022, the firm achieved B Corp status with a B Impact score of 99.4 and in 2025 was recertified, increasing that score to 151. Viridian has been recognised as one of the Best for the World in the Workers Impact category, placing Viridian in the top 5% for exemplary employee-friendly practices.You will have access to a range of benefits centered around community and inclusivity:Unique and generous leave benefits, such as Birthday Leave, Wellness Day, 13 weeks Primary Carers Leave and the ability to purchase additional Annual Leave.Flexible work options with the ability to work from home.Participation in our Viridian Team Community Program.Discounted Medibank Corporate Health Cover.Employee Assistance providing free and confidential counselling services to all employees and their families.Knowledge, Skills & Experience3-5 years experience as a Financial Advisor, with full FASEA compliance.Knowledge of Xplan as well as proficiency in Microsoft Office Suite.Excellent communication skills and relationship management.Ability to work autonomously and as part of a team.Strong compliance, technical knowledge of legislative and regulatory requirements.To ApplyWe warmly welcome candidates who meet the above points under knowledge, skills & experience to apply. This position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Thursday 6th November 2025; shortlisting will commence immediately.We encourage diversity and inclusion and invite Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team.DetailsSeniority level: Mid-Senior levelEmployment type: Full-timeJob function: Strategy/Planning, Finance, and Customer ServiceGet notified about new Financial Advisor jobs in Rockingham, Western Australia, Australia. #J-18808-Ljbffr
Job Title
Financial Advisor