Job Title

OverviewJoin to apply for the Senior Financial Advisor role at Viridian Financial Group.An exciting opportunity has become available for a Senior Financial Advisor to join our Sydney team in the Sutherland office.About the CompanyViridian 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 working together to deliver 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 Senior Financial Advisor will be responsible for managing the ongoing relationship with the clients, while also being able to identify and source potential new clients.Key ResponsibilitiesPrepare and conduct interviews and reviews for prospects and existing clients.Provide 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.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 License.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 Best for the World in the Workers Impact category, placing Viridian in the top 5% score by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair-chance hiring policies.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 Careers 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 & ExperienceMinimum 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 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.Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Thursday 20th 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.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionStrategy/Planning, Finance, and Customer Service #J-18808-Ljbffr