Advisory Associate
Manhattan, NY · On-site
The Advisory Associate will lead client engagements, establish consultative relationships, and drive the financial impact of Rogo's AI solutions in the banking and investing sectors. Responsibilities ...
Advisory Associate
Manhattan, NY · On-site
The Advisory Associate will lead client engagements, establish consultative relationships, and drive the financial impact of Rogo's AI solutions in the banking and investing sectors. Responsibilities ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
With revenue growing at breakneck speed, Flexport is looking for a Senior Trade Advisory Associate, Classification to join our team. In this role, you will execute and manage all classification ...
Quick apply
With revenue growing at breakneck speed, Flexport is looking for a Senior Trade Advisory Associate, Classification to join our team. In this role, you will execute and manage all classification ...
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 ...
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 ...
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 ...
Quick apply
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 ...
Digital Infrastructure Advisory Associate Director
New York, NY · On-site
$100K - $125K/yr
Department Overview The Walker & Dunlop Digital Infrastructure Advisory team is looking to bring on an Associate to join the New York office. The group is currently comprised of a team of investment ...
Digital Infrastructure Advisory Associate Director
New York, NY · On-site
$100K - $125K/yr
Department Overview The Walker & Dunlop Digital Infrastructure Advisory team is looking to bring on an Associate to join the New York office. The group is currently comprised of a team of investment ...
Accountant and Advisory Associate
$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 ...
Accountant and Advisory Associate
$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 ...
M&A Advisory Associate (Merger and Acquisition Advisory)
New York, NY · Hybrid
$125K - $150K/yr
Role Overview The M&A Advisory Associate is a critical member of our M&A Advisory team, reporting directly to the Head of M&A Advisory. As a generalist, you will support the firm's team of senior ...
M&A Advisory Associate (Merger and Acquisition Advisory)
New York, NY · Hybrid
$125K - $150K/yr
Role Overview The M&A Advisory Associate is a critical member of our M&A Advisory team, reporting directly to the Head of M&A Advisory. As a generalist, you will support the firm's team of senior ...
We are looking for a Senior Trade Advisory Associate (Post Entry Team) to help build out our Post Entry team, who will mainly focus their day to day on managing and executing post entry filings on ...
Quick apply
We are looking for a Senior Trade Advisory Associate (Post Entry Team) to help build out our Post Entry team, who will mainly focus their day to day on managing and executing post entry filings on ...
M&A Advisory Associate (Merger and Acquisition Advisory)
New York, NY · Hybrid
$125K - $150K/yr
Role Overview The M&A Advisory Associate is a critical member of our M&A Advisory team, reporting directly to the Head of M&A Advisory. As a generalist, you will support the firm's team of senior ...
Quick apply
M&A Advisory Associate (Merger and Acquisition Advisory)
New York, NY · Hybrid
$125K - $150K/yr
Role Overview The M&A Advisory Associate is a critical member of our M&A Advisory team, reporting directly to the Head of M&A Advisory. As a generalist, you will support the firm's team of senior ...
Project Finance Debt Financial Advisory Associate
New York, NY · On-site
$110K - $130K/yr
Experienced analysts or junior associates at investment banks, advisory firms, commercial banks (including those with lending + advisory experience) and from the sponsor/developer side (funds ...
Project Finance Debt Financial Advisory Associate
New York, NY · On-site
$110K - $130K/yr
Experienced analysts or junior associates at investment banks, advisory firms, commercial banks (including those with lending + advisory experience) and from the sponsor/developer side (funds ...
M&A Advisory Associate (Merger and Acquisition Advisory)
New York, NY · On-site
$125K - $150K/yr
Role Overview The M&A Advisory Associate is a critical member of our M&A Advisory team, reporting directly to the Head of M&A Advisory. As a generalist, you will support the firm's team of senior ...
M&A Advisory Associate (Merger and Acquisition Advisory)
New York, NY · On-site
$125K - $150K/yr
Role Overview The M&A Advisory Associate is a critical member of our M&A Advisory team, reporting directly to the Head of M&A Advisory. As a generalist, you will support the firm's team of senior ...
Digital Asset Technical Advisory | Associate Director
New York, NY · On-site
$162K - $270K/yr
We are seeking anAssociate Director to lead technology advisory and delivery for Digital Asset initiatives at banks andfintechs.As an Associate Director, you will ownsolution architecture ...
Digital Asset Technical Advisory | Associate Director
New York, NY · On-site
$162K - $270K/yr
We are seeking anAssociate Director to lead technology advisory and delivery for Digital Asset initiatives at banks andfintechs.As an Associate Director, you will ownsolution architecture ...
Our New York office is looking for an Associate to join the Credit Advisory Group (CAG).The CAG team members are expected to haveexperience in fixed-income capital markets, investment banking and ...
Our New York office is looking for an Associate to join the Credit Advisory Group (CAG).The CAG team members are expected to haveexperience in fixed-income capital markets, investment banking and ...
Corporate Finance-Transaction Advisory-Associate, Senior Associate, Consultant
Manhattan, NY · On-site
BRG's Global Transaction Advisory practice is seeking to add due to client and market expansion. The opportunity to growth in multiple markets is open and the overall responsibilities gather here:
Corporate Finance-Transaction Advisory-Associate, Senior Associate, Consultant
Manhattan, NY · On-site
BRG's Global Transaction Advisory practice is seeking to add due to client and market expansion. The opportunity to growth in multiple markets is open and the overall responsibilities gather here:
Associate - Strategic Advisory (Industrials)
New York, NY · On-site
$200K - $250K/yr
Associates within Strategic Advisory would be responsible for the following: * Evaluating, structuring, and recommending financial and strategic alternatives, including the analysis of mergers ...
Associate - Strategic Advisory (Industrials)
New York, NY · On-site
$200K - $250K/yr
Associates within Strategic Advisory would be responsible for the following: * Evaluating, structuring, and recommending financial and strategic alternatives, including the analysis of mergers ...
Digital Asset Technical Advisory | Associate Director
New York, NY · On-site
$162K - $270K/yr
We are seeking an Associate Director to lead technology advisory and delivery for Digital Asset initiatives at banks and fintechs. As an Associate Director, you will own solution architecture ...
Digital Asset Technical Advisory | Associate Director
New York, NY · On-site
$162K - $270K/yr
We are seeking an Associate Director to lead technology advisory and delivery for Digital Asset initiatives at banks and fintechs. As an Associate Director, you will own solution architecture ...
Advisory Associate information
See New York salary details
$42.1K - $52.8K
17% of jobs
$57.7K is the 25th percentile. Wages below this are outliers.
$52.8K - $63.5K
18% of jobs
The median wage is $68.2K / yr.
$63.5K - $74.2K
35% of jobs
$77.9K is the 75th percentile. Wages above this are outliers.
$74.2K - $84.9K
16% of jobs
$84.9K - $95.6K
0% of jobs
$95.6K - $106.3K
0% of jobs
$106.3K - $117K
2% of jobs
$117K - $127.7K
3% of jobs
$127.7K - $138.3K
3% of jobs
$138.3K - $149K
3% of jobs
$149K - $159.7K
3% of jobs
$42.1K
$79.7K
$159.7K
How much do advisory associate jobs pay per year?
As of Aug 11, 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?
| Aspect | Advisory Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, relevant certifications (e.g., CFA, CFP) | Bachelor's degree, often CFA or related certifications |
| Work Environment | Client-facing, consulting, financial advisory firms | Corporate finance, investment banks, or asset management |
| Employer & Industry Usage | Financial advisory, wealth management, consulting | Finance, banking, investment firms |
| Common Search & Comparison | Yes | Yes |
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:
Job description
Job Summary:
Rogo is building Wall Street's first true AI banker, aiming to empower finance professionals with AI that delivers speed, accuracy, and insight. The Advisory Associate will lead client engagements, establish consultative relationships, and drive the financial impact of Rogo's AI solutions in the banking and investing sectors.
Responsibilities:
• 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.
Qualifications:
Required:
• 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.
Company:
Rogo.ai is an AI platform for finance that automates research, analysis, and financial workflows for investment banks and investors. Founded in 2022, the company is headquartered in New York, USA, with a team of 51-200 employees. The company is currently Growth Stage.
Rogo is building Wall Street's first true AI banker, aiming to empower finance professionals with AI that delivers speed, accuracy, and insight. The Advisory Associate will lead client engagements, establish consultative relationships, and drive the financial impact of Rogo's AI solutions in the banking and investing sectors.
Responsibilities:
• 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.
Qualifications:
Required:
• 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.
Company:
Rogo.ai is an AI platform for finance that automates research, analysis, and financial workflows for investment banks and investors. Founded in 2022, the company is headquartered in New York, USA, with a team of 51-200 employees. The company is currently Growth Stage.