Associate

Job description

An exciting opportunity has become available for a full-time Associate to join one of our friendly tightknit teams (“PODS”) based in our Perth CBD office. This role is suitable for candidates that are looking to enter into or are completing their professional Year Program. Who We Are – Viridian Financial Group 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 working together to deliver expert guidance tailored to meet the ever-changing needs of our clients’ and the advice industry. About the Role: The Associate will work alongside an experienced Senior Advisor while entering into or completing their PY program. The ideal candidate will be set on a successful pathway to becoming and Advisor. Key Responsibilities: - Being a main contact for clients, attending client meetings with Senior Advisor. - Completion of action items from client meetings. - Support strategy development, research preparation of qual...