Senior Financial Advisor
About the job
A rare and exciting opportunity awaits as a Senior Financial Advisor at Viridian Advisory in the Gold Coast, Bundall office. This position is vital in helping clients navigate their financial journeys, ensuring they receive tailored advice that evolves with their needs. The team thrives on collaboration and inclusivity, creating a supportive environment where everyone can excel.
You'll be responsible for
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Delivering financial advice
Delivering high-quality financial advice to an existing client base while welcoming new relationships as the business expands.🌱
Building client relationships
Building new client relationships through referrals, networking and natural business development.🤝
Collaborating with specialists
Collaborating with accountants, solicitors and mortgage brokers to deliver integrated, high-quality advice.Key criteria
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5+ years of financial advisory experience
Proven experience delivering financial advice to clients.View
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Full FASEA compliance
Demonstrated adherence to financial advisory standards.View
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Strong understanding of regulatory requirements
Knowledge of legislative frameworks governing financial advice.View
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