Associate (Investment Advice)

A fantastic opportunity has become available for an experienced Associate (Investment Advice) to join our Portfolio Management division for wholesale investors.

The Associate role has a direct career pathway to an Investment Advisor role within the Private Portfolio Management division. We have a full-time position available in our Perth office.

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.

The Team – Infinity Capital Solutions

Infinity Capital Solutions (ICS) is the solutions arm of VFGL and is committed to designing, building, and delivering institutional-grade investment solutions and digital tools that help our clients achieve their desired outcomes. It is made up of Infinity Portfolio Management (IPM), Infinity Asset Management (IAM) and Infinity Digital.

You will be working closely with our Infinity Portfolio Management team who offer a bespoke investment management service to wholesale clients only, typically HNW/UHNW families and for-purpose entities.

About the Role

We are seeking a technically skilled and personable individual to join an intimate team of portfolio investment specialists, with the role's key responsibilities including client contact and fulfillment, administrative duties and analysis in preparation for client meetings.

Key Responsibilities

• Preparing analysis and reports in advance of client meetings, as well as following up post-meeting actions.
• Client administration, including file maintenance, account set-up, off-market transfers and corporate action participation.
• Being a key port-of-call for client relationships and supporting the formulation of client communications.
• Opportunities to develop skills by attending and observing client meetings and support equity and derivative trading operations.

Working at Viridian

In 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-week's 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 & Experience

• A bachelor's degree qualification, ideally within Commerce or a related field.
• 2+ years experience in the financial sector in similar Associate Advisor or Client Service Manager role.
• Willingness to undertake and complete further studies and/or examinations as required by legislation, as well as an accelerated undertaking of additional accreditations related to the role if not already held, such as SMSF and ADA1/ ADA2 accreditations.
• Direct shares and derivates experience are favorable, but not necessary.

To Apply

We 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 Sunday 16th November 2025, 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.