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Advisory Associate Jobs in New York (NOW HIRING)

Rogo

Advisory Associate

New York, NY · On-site

$115K - $180K/yr

What You Will Own Rogo's Advisory function is a team former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You'll ...

Sapient Capital

Wealth Advisory Associate

Manhattan, NY · On-site

Job Overview Advisory associates assist lead and secondary advisors in delivering comprehensive financial services to ultra-high net worth (UHNW) families and individuals, as well as institutions and ...

Rogo

Advisory Associate, Equity Research

New York, NY · On-site

$115K - $180K/yr

What You Will Own Rogo's Advisory function is a team of former bankers, investors, and research analysts who guide top financial institutions on how to apply AI in their day-to-day workflows and ...

Thinkbrg

Fall 2027 Advisory Associate

New York, NY

As an Associate working in one of our advisory practices, you'll contribute to high-impact engagements that help clients improve performance, accelerate growth, optimize operations, and navigate ...

Orbiss

Accountant and Advisory Associate

New York, NY · On-site

$52K - $70K/yr

Company overview Orbiss is an advisory and tax firm specialized in business growth in the United ... As an Associate Accountant, you will be responsible for: * Daily accounting missions * Entering AP ...

Orbiss

Accountant and Advisory Associate

New York, NY · On-site

$52K - $70K/yr

Company overview Orbiss is an advisory and tax firm specialized in business growth in the United ... As an Associate Accountant, you will be responsible for: * Daily accounting missions * Entering AP ...

Orbiss

Accountant and Advisory Associate

New York, NY

$52K - $70K/yr

Company overview Orbiss is an advisory and tax firm specialized in business growth in the United ... As an Associate Accountant, you will be responsible for: * Daily accounting missions * Entering AP ...

Capital Group

Associate Wealth Planner II

New York, NY · On-site

Primary Responsibilities for our Wealth Advisory Associate: * You will generate customized analyses for current and prospective clients covering Comprehensive Wealth Management topics including but ...

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Advisory Associate information

See New York salary details

$42.1K

$79.7K

$159.7K

How much do advisory associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for advisory associate in New York is $79,696.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,700.00 and $78,200.00 per year, depending on experience, location, and employer.

What is an advisory associate?

Advisory Associates are entry- or mid-level professionals who work in consulting or advisory divisions of firms, such as accounting or consulting companies. They assist senior consultants and managers in analyzing business problems, developing recommendations, and implementing solutions for clients. Their work often includes conducting research, preparing reports, analyzing data, and supporting client meetings. Advisory Associates play a crucial role in helping organizations improve processes, manage risks, and achieve strategic goals.

What skills and qualifications are needed to thrive as an advisory associate?

To thrive as an Advisory Associate, you typically need a bachelor’s degree in business, finance, accounting, or a related field, along with strong analytical and problem-solving skills. Familiarity with data analysis tools like Excel, Power BI, and ERP systems, as well as certifications such as CPA or CFA, can be highly valuable. Excellent communication, teamwork, and client management skills set standout professionals apart in this collaborative and client-facing environment. These competencies are crucial for delivering insightful recommendations, managing multiple projects, and building lasting client relationships.

What are common challenges advisory associates face when managing multiple client projects simultaneously?

Advisory Associates often juggle several client projects at once, which can present challenges in time management, prioritization, and maintaining high-quality work across diverse industries. Balancing competing deadlines and adapting to shifting client needs requires strong organizational skills and proactive communication. Many firms support associates with mentorship, regular check-ins, and clear project management tools to help navigate these demands, while encouraging continuous learning to handle complex client issues effectively.

What is the difference between Advisory Associate vs Financial Analyst?

AspectAdvisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, often CFA or related certifications
Work EnvironmentClient-facing, consulting, financial advisory firmsCorporate finance, investment banks, or asset management
Employer & Industry UsageFinancial advisory, wealth management, consultingFinance, banking, investment firms
Common Search & ComparisonYesYes

Advisory Associates typically work in client-facing roles within financial advisory or consulting firms, focusing on providing strategic advice. Financial Analysts often work in corporate finance or investment settings, analyzing data to support investment decisions. While both roles require similar credentials and industry knowledge, their work environments and client interaction levels differ.

What are the most commonly searched types of Advisory jobs in New York?

The most popular types of Advisory jobs in New York are:

What are popular job titles related to Advisory Associate jobs in New York?

For Advisory Associate jobs in New York, the most frequently searched job titles are:

What job categories do people searching Advisory Associate jobs in New York look for?

The top searched job categories for Advisory Associate jobs in New York are:

What cities in New York are hiring for Advisory Associate jobs?

Cities in New York with the most Advisory Associate job openings:

Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $79,696 per year, or $38.3 per hour.

Advisory Associate

Rogo

New York, NY • On-site

$115K - $180K/yr

Full-time

Re-posted 8 days ago

Job description

Why Rogo
Our mission is to transform global finance by empowering professionals at the world's top investment banks, private equity funds, and investment firms with AI that delivers unparalleled speed, accuracy, and insight. We're not just improving financial workflows; we're redefining them.
This is a unique opportunity to join a generational company driving transformation in one of the most important industries in the world. With a rapidly growing, global client base, proven product-market fit, and backing from world-class investors, we are scaling quickly and defining a new category of enterprise AI.
Our team is sharp, motivated, and deeply committed to Rogo's mission. We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in a fast-paced environment, demand excellence, and want to help build the future of finance, we invite you to join us.
What You Will Own
Rogo's Advisory function is a team former bankers and investors who guide top financial institutions on how to apply AI in their day-to-day workflows and long-term strategy. You'll lead client engagements from pre-sale through up-sell, building consultative relationships and tailoring demos that resonate with investors and deal teams. Similar to how Solutions Architects secure the "technical win," you'll drive the "financial win" by translating Rogo's capabilities into real impact across banking and investing use cases.
  • Engage with bankers/investors at existing and prospective customers to understand and address their workflow challenges, and then explain and demonstrate the value of Rogo's AI solutions to address them.
  • Establish yourself as a credible expert in solving customers' specific problems (e.g., public company financial research, M&A advisory, company diligence workflows).
  • Lead product demonstrations tailored to the context of various financial firms, asking questions to validate how Rogo can add value and then showcasing Rogo's features and benefits relevant to each prospective client's potential use cases.
  • Partner with the marketing team to develop content that will resonate with bankers/investors, tailored to the unique needs of their practice areas and client types.
  • Act as the "Voice of the Customer," using your industry perspective to help the broader sales team to develop and implement more effective strategies and synthesize customer feedback for the product team through a financial services lens.
  • Tailor the introduction of new solutions to specific customer needs.
  • Further the market perception of Rogo as uniquely credible, substantive, and helpful in applying its AI solutions to make bankers/investors better at their jobs.
  • Conduct research and analysis on customers and competitors.
What You Will Need
  • 3+ years of front-office experience at a top-tier investment bank, private equity firm, or hedge fund preferred
  • Executive engagement skills and presence, with an ability to establish strong relationships with key decision-makers and build credibility at all levels.
  • Outstanding presentation skills, whether impromptu on a whiteboard or using presentations and demos.
  • Curiosity about AI's potential to transform financial services.
  • Sales or LP-facing experience, including business development and/or experience directly managing banking client matters and client relationships.
Who You Are
  • You thrive in fast-paced environments. You are high-intensity and care a lot about what you do, and you're ecstatic to work at a startup.
  • You are ambitious. You have fun solving problems that others think are impossible.
  • You are curious. You find joy in learning about AI, technology, and finance.
  • You are an owner. You are autonomous, self-directed, and comfortable working with ambiguity.
  • You are collaborative, organized, thoughtful, and kind.
Why Join Rogo?
  • Up and to the right: Rogo has strong product adoption with the world's leading financial institutions, and we are still early. The upside is enormous.
  • Extraordinary team: we take talent density seriously. You'll do the best work of your career alongside some of the sharpest people in AI and finance.
  • A one-of-one problem: bringing AI to the core of how Wall Street works is one of the most ambitious, technically demanding, and consequential problems today. There is nowhere else you can work on it at this scale.
  • Real ownership: You'll own real surface area and watch the world's most sophisticated users rely on your work.
  • Always at the frontier: we work at the edge of what the best models can do and turn it into products people trust. If you're obsessed with AI, this is where it's happening.

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