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Financial advisor

Mackay
Enlightened Financial Solutions
Financial Advisor
Posted: 24 January
Offer description

Enlightened Financial Solutions (EFS) are currently welcoming experienced Advisors to express their interest to work with the EFS team.

Apply now to submit your expression of interest, and we'll add you to our Talent Pool, so you're kept top of mind for Advisor opportunities that become available in the next 6 months.

Who We Are – Enlightened Financial Solutions

As part of the Viridian Financial Group, Enlightened Financial Solutions (EFS) is a dynamic and growing team that serves over 400 clients in the Mackay Region and beyond. We pride ourselves on our expertise and commitment to delivering exceptional financial solution.

About the Role

This full-time role will provide comprehensive financial planning services to existing and new clients. The successful candidate will provide on-going advice, guidance and maintain face to face and phone contact with existing clients. The Financial Advisor will be responsible in managing the ongoing relationship with the clients, while also being able to identify and source potential new clients.

Key Responsibilities

* Prepare 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 License.

Working at EFS

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:

* A unique 9-day fortnight and 5 weeks of annual leave per year.
* Discounted Medibank Corporate Health Cover.
* Free and confidential Employee Assistance Program for you and your family.

Knowledge, Skills & Experience

* 3-5 years' experience as a Financial Advisor, with full FASEA compliance.
* 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 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 22nd February 2026, 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.

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