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Advisory Associate Jobs in Bessemer, AL (NOW HIRING)

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

Client Onboarding Associate Connecting clients to markets - and talent to opportunity. With 5,400 ... Experience supporting managed accounts or advisory platforms. * Knowledge of portfolio management ...

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ... Experience supporting managed accounts or advisory platforms. * Knowledge of portfolio management ...

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ... Experience supporting managed accounts or advisory platforms. * Knowledge of portfolio management ...

Aprio

Senior Tax Associate - Real Estate

Birmingham, AL · On-site +1

$76K - $94K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... As a Senior Associate in Aprio's Tax department, a typical day might include: * Interacting closely ...

Aprio

Senior Tax Associate

Birmingham, AL · On-site +1

$76K - $94K/yr

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office ... Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to ...

Doeren Mayhew

Senior Tax Associate

Birmingham, AL · On-site

$76K - $94K/yr

Senior Tax Associate Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as ...

Doeren Mayhew

Senior Tax Associate

Birmingham, AL · On-site

$76K - $94K/yr

Senior Tax Associate Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as ...

Doeren Mayhew

Senior Audit Associate

Birmingham, AL · On-site

$75K - $93K/yr

Senior Audit Associate Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized ...

Doeren Mayhew

Senior Audit Associate

Birmingham, AL · On-site

$75K - $93K/yr

Senior Audit Associate Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized ...

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All JobsAdvisory Associate JobsAdvisory Associate Jobs in Bessemer, AL

Advisory Associate information

See Bessemer, AL salary details

$34.4K

$65.1K

$130.4K

How much do advisory associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for advisory associate in Bessemer, AL is $65,076.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,600.00 and $63,900.00 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.

Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in Bessemer, AL as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $65,076 per year, or $31.3 per hour.

Client Onboarding Associate

StoneX Group

Birmingham, AL • On-site

Other

Posted 19 days ago

Job description

Client Onboarding Associate

Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.

  • Coordinate the onboarding of managed account relationships from account opening through funding and implementation.
  • Review account documentation for completeness and accuracy, ensuring compliance with firm and regulatory requirements.
  • Assist advisors and internal partners with account setup, releasing accounts to invest, and account maintenance requests.
  • Assist with the creation, maintenance, and implementation of investment models within portfolio management systems.
  • Process account maintenance requests, trade holds, cash raises, model changes, and other service-related transactions.
  • Support advisors with portfolio management system inquiries and account servicing needs.
  • Research and resolve account discrepancies in a timely manner.
  • Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
  • 1–3 years of experience in wealth management, investment advisory services, financial services, or account administration.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office, particularly Excel.
  • Experience supporting managed accounts or advisory platforms.
  • Knowledge of portfolio management systems such as Envestnet, Advyzon, or similar platforms.
  • Familiarity with investment models, portfolio construction concepts, and account management processes.
  • Understanding of brokerage and advisory account operations.

This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region. Relocation will not be provided for this position.

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