Advisory Business Professional

19 hours ago


Melbourne, Victoria, Australia beBeeBusiness Full time $100,000 - $140,000

Unlock New Opportunities in Advisory Services

  • This role offers a unique chance to transition from traditional accounting work into a client-facing advisory position.
  • As an advisor, you will collaborate with clients to identify their business challenges and provide tailored solutions using Virtual CFO (VCFO) services.

Key Responsibilities:

  • Lead discovery meetings with clients to comprehend their needs, challenges, and untapped potential.
  • Connect clients with the right specialists across Findex's Accounting, Tax, VCFO, and Wealth teams.
  • Drive the end-to-end process from lead assessment to proposal and onboarding.
  • Collaborate with Marketing and GTM teams to convert warm leads into engaged clients.

Requirements:

  • Experience in Accounting, Advisory, or Business Services.
  • Strong commercial acumen and strategic thinking.
  • Confidence in leading discovery meetings and asking insightful questions.
  • Able to work effectively with diverse stakeholders and thrive in a collaborative environment.

Benefits:

  • Opportunity to grow professionally and develop your skills.
  • Chance to make a meaningful impact on clients' businesses.
  • Collaborative and dynamic work environment.


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