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Advisory Associate Jobs in Philadelphia, PA (NOW HIRING)

PathStone

Associate, Client Advisory

Conshohocken, PA · On-site

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · On-site

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support ...

RSM

Accounting Advisory Manager

Philadelphia, PA

... Advisory. Changing economies, new accounting policies and evolving tax regulations mean that ... A successful record of directing and deploying staff and senior associates on multiple ...

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All JobsAdvisory Associate JobsAdvisory Associate Jobs in Philadelphia, PA

Advisory Associate information

See Philadelphia, PA salary details

$38.9K

$73.5K

$147.3K

How much do advisory associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for advisory associate in Philadelphia, PA is $73,508.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $72,100.00 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 Philadelphia, PA?

The most popular types of Advisory jobs in Philadelphia, PA are:

What are popular job titles related to Advisory Associate jobs in Philadelphia, PA?

For Advisory Associate jobs in Philadelphia, PA, the most frequently searched job titles are:

What job categories do people searching Advisory Associate jobs in Philadelphia, PA look for?

The top searched job categories for Advisory Associate jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Advisory Associate jobs?

Cities near Philadelphia, PA with the most Advisory Associate job openings:

Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $73,508 per year, or $35.3 per hour.

Ratings Advisory Associate, Reinsurance

Lockton, Inc.

Philadelphia, PA • On-site

Full-time

Re-posted 5 days ago

Lockton rating

9.0

Company rating: 9.0 out of 10

Based on 47 frontline employees who took The Breakroom Quiz

35th of 311 rated insurance

Job description

Job Summary:
This role is within Lockton's reinsurance division. Advisory team members partner with our broking and analytics staff to create reinsurance solutions for our Lockton Re clients and prospects. This client facing role works to provide unique insight through analysis of client-specific and publicly available data.
Ratings Advisory Associate Responsibilitie
  • Client facing - interact with internal teams and directly with clients and prospects on Ratings Advisory projects
  • Act as a "go-to" for clients on rating agency criteria and capital management strategies
  • Demonstrate expertise of rating agency criteria to help clients achieve their rating objectives
  • Capital and financial modeling - analyze regulatory and rating agency capital models
  • Financial benchmarking analysis - provide benchmarking analysis based on U.S. statutory data, global data, AM Best ratings, and S&P ratings
  • Provide insight into industry trends, market research and as well as ad-hoc requests from clients
  • Support the development of innovative tools for internal and external use
  • Work alongside many internal teams (broking, actuarial, catastrophe modeling) and manage client deliverables
  • Focus on innovation with a view to constantly improve our process and efficiency

Requirements:
Ratings Advisory Associate Responsibilitie
  • Bachelor's Degree ideally in Risk Management, Finance, Economics, Accounting, Business or related major
  • 0-6 years' experience in Reinsurance, Ratings Advisory, or Insurance Accounting preferred.
  • Experience with or knowledge of insurance financial strength ratings preferred
  • Demonstrated successful track record of advising and/or consulting with clients
  • Excellent market research, analytical, communication, and presentation skills
  • Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required
  • Demonstrated analytical and problem-solving skills, including research and investigation and provide solutions to standard and non-standard issues
  • Demonstrated interpersonal communication skills and ability to interact with associates at all levels of responsibility to create a positive work environment
  • Proficient user of Microsoft Excel
  • Ability and willingness to travel

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