1

Advisory Associate Jobs in West Virginia (NOW HIRING)

Tax Manager

Bluefield, WV · On-site

$104K - $136K/yr

Description A Top 100 Firm, Brown Edwards provides assurance, tax and business advisory services to ... Responsibilities of Managers build upon those of Senior Associates and require a higher level of ...

Welding Instructor

Huntington, WV · On-site

$60 - $70K/hr

Working with the MAMC industry advisory council to maintain industry standards. Ensure partner and ... Associate Degree or higher preferred in related field Experience * Past experience training or ...

Collaborate with faculty, department leadership, and advisory boards * Build strong relationships ... Associate degree (or equivalent) in automotive or diesel technology * Five (5) years of full-time ...

NWACC offers a full range of associate degrees, certificates and workforce training programs that ... advisory board * Providing leadership and vision for the creation and implementation of the MLT ...

NWACC offers a full range of associate degrees, certificates and workforce training programs that ... advisory board * Providing leadership and vision for the creation and implementation of the MLT ...

Receptionist

Charleston, WV · On-site

$20 - $25/hr

Description A Top 100 Firm, Brown Edwards provides assurance, tax and business advisory services to ... An Associate's or Bachelor's degree in Business Administration is encouraged, but not required ...

Showing results 21-40

Advisory Associate information

See West Virginia salary details

$29.8K

$56.4K

$113K

How much do advisory associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for advisory associate in West Virginia is $56,395.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,000.00 and $55,400.00 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 popular job titles related to Advisory Associate jobs in West Virginia?

For Advisory Associate jobs in West Virginia, the most frequently searched job titles are:

What job categories do people searching Advisory Associate jobs in West Virginia look for?

The top searched job categories for Advisory Associate jobs in West Virginia are:

What cities in West Virginia are hiring for Advisory Associate jobs?

Cities in West Virginia with the most Advisory Associate job openings:

Infographic showing various Advisory Associate job openings in West Virginia as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 27% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $56,395 per year, or $27.1 per hour.

Senior Wealth Advisor

MAI Wealth Management, Inc.

Hurricane, WV • On-site

$120 - $180/hr

Other

Re-posted yesterday


Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Hurricane, WV, US

GENERAL JOB DESCRIPTION

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high-net-worth individuals.

The position is a client relationship position providing financial planning and investment advice to high-net-worth clients. Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience. As the primary client point of contact, the Senior Wealth Advisor will have a deep understanding of financial planning concepts and to work well with the client’s professional advisors.

MAJOR DUTIES AND RESPONSIBILITIES
  • Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.
  • Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.
  • Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
  • Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals.
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.
  • Participate in building new client relationships in collaboration with strategic partners.
  • Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.
  • Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.
  • Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.
  • Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.
  • Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.
  • Impact firm marketing efforts through the writing of technical articles, white papers, etc.
EXPERIENCE/CREDENTIALS
  • 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.
  • Bachelor’s degree in Accounting or Finance preferred.
  • Investment management, third party certification or licensing by relevant agency or association an added plus
COMPETENCIES
  • Working knowledge of planning strategies and solutions
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail
  • Strong organizational, written and oral communication skills
#J-18808-Ljbffr