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Advisory Associate Jobs in Boca Raton, FL (NOW HIRING)

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Advisory Associate information

See Boca Raton, FL salary details

$36.5K

$69.1K

$138.5K

How much do advisory associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for advisory associate in Boca Raton, FL is $69,128.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,700.00 and $67,900.00 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.

What are popular job titles related to Advisory Associate jobs in Boca Raton, FL?

For Advisory Associate jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Advisory Associate jobs in Boca Raton, FL look for?

The top searched job categories for Advisory Associate jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Advisory Associate jobs?

Cities near Boca Raton, FL with the most Advisory Associate job openings:

Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,128 per year, or $33.2 per hour.

Senior Associate Assurance & Advisory Services

Berkowitz Pollack Brant

Boca Raton, FL

Full-time

Re-posted 17 days ago

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.

Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly's expansive national and global network, enhanced resources, and broad range of opportunities.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visitbakertilly.comor join the conversation onLinkedIn,FacebookandInstagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Position Overview

We are seeking a Senior Associate to join our Assurance & Advisory Services practice. This role is primarily focused on delivering high-quality assurance services to privately held companies across a variety of industries, while also providing value-added advisory insights to support our clients' growth and operational excellence.

The Senior Associate will lead audit engagements from planning through completion, supervise staff, and serve as a key day-to-day contact for client management.

Responsibilities

  • Lead financial statement audits, reviews, compilations, and other assurance engagements for privately held companies.

  • Manage all phases of engagements, including planning, risk assessment, fieldwork, and wrap-up.

  • Prepare and review financial statements and footnote disclosures in accordance with U.S. GAAP.

  • Perform and review testing of internal controls and substantive procedures in accordance with U.S. GAAS.

  • Identify internal control deficiencies and prepare management letter comments and required communications.

  • Ensure engagements are completed on time and within budget.

  • Supervise, train, and mentor staff; review workpapers and provide constructive feedback.

  • Serve as a primary liaison with client management, including owners, CFOs, and controllers.

  • Develop practical recommendations to improve financial reporting processes and internal controls.

  • Maintain strong client relationships and contribute to a collaborative team environment.

Qualifications

  • Bachelor's or Master's degree in Accounting.

  • Minimum of 3+ years of public accounting experience, with a strong focus on privately held companies.

  • Experience leading audit engagements from planning through issuance.

  • Strong technical knowledge of U.S. GAAP and U.S. GAAS.

  • Experience preparing full financial statements and related disclosures.

  • Demonstrated leadership and supervisory experience.

  • Excellent written and verbal communication skills.

  • Ability to manage multiple engagements and competing priorities.

  • CPA license preferred or actively pursuing certification

At Baker Tilly X Berkowitz Pollack Brant, we combine the resources of a global advisory firm with the personalized service and entrepreneurial spirit of a local practice. Our Assurance & Advisory team partners closely with privately held businesses, providing high-quality compliance services along with thoughtful insights that help clients strengthen operations and plan for the future.

If you like wild growth and working withhappy, enthusiastic over-achievers, you'll enjoy your career with us!

Apply