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Advisory Associate Jobs in Walpole, MA (NOW HIRING)

Pathstone

Associate, Client Advisory

Boston, MA · On-site

$65K - $72K/yr

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

Boston, MA · On-site

$65K - $72K/yr

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 ...

BDO

Senior, Risk Advisory Services

Boston, MA · On-site

Ensures Risk Advisory Services Associates are trained on all relevant audit software and engagement processes and procedures * Delivers periodic performance feedback and completes performance ...

BDO USA

Senior, Risk Advisory Services

Boston, MA · On-site

Ensures Risk Advisory Services Associates are trained on all relevant audit software and engagement processes and procedures * Delivers periodic performance feedback and completes performance ...

RSM

Accounting Advisory Manager

Boston, MA · On-site

... 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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Showing results 21-40

All JobsAdvisory Associate JobsAdvisory Associate Jobs in Walpole, MA

Advisory Associate information

See Walpole, MA salary details

$42K

$79.4K

$159.2K

How much do advisory associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for advisory associate in Walpole, MA is $79,425.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,500.00 and $78,000.00 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 job categories do people searching Advisory Associate jobs in Walpole, MA look for?

The top searched job categories for Advisory Associate jobs in Walpole, MA are:

What cities near Walpole, MA are hiring for Advisory Associate jobs?

Cities near Walpole, MA with the most Advisory Associate job openings:

Advisory Associate jobs near you

Vice President, Transaction Advisory Services (FDD) - Multiple Locations

Houlihan Lokey Financial Advisors, Inc

Boston, MA • On-site

Full-time

Re-posted 3 days ago

Key responsibilities

  • Lead buy-side and sell-side transaction advisory engagements

  • Review target company financial information and other data to identify financial and operational trends, quality of earnings, working capital, net debt, and potential liabilities

  • Manage team members on engagements and collaborate with colleagues on transaction agreements and valuation considerations

Job description

Business Unit:

Financial And Valuation Advisory

Industry:

Transaction Advisory Services

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Financial and Valuation Advisory

Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Job Purpose:

The open position is for a VP based in our New York, Atlanta, Dallas, Chicago, Houston or Boston office within the Transaction Advisory Services practice (including the following industries: technology, business services, industrials, and financial services). As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network.

Responsibilities & Deliverables:

  • Lead buy-side and sell-side transaction advisory engagements
  • Drive discussions with senior client executives and target management
  • Manage team members (Analysts and Associates) on engagements
  • Cultivate and deepen relationships with key clients in addition to assisting MD with strategic pitching and business development initiatives
  • Review target company financial information and other data to identify:
  • Historical and projected financial and operating and commercial trends
  • Quality of earnings
  • Working capital and net debt considerations, and
  • Potential liabilities and risks which impact valuation and negotiation of the target company
  • Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
  • Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management's budget, operational insights, indebtedness considerations, and post-transaction working capital analysis
  • Review financial models including database systems
  • Develop professional network and relationships with firm, client and target professionals
  • Review transaction agreements, customer and supplier contracts and develop valuation considerations
  • Collaborate closely with corporate finance, valuation and financial restructuring colleagues

Basic Qualifications:

  • Undergraduate degree from an accredited institution
  • 6+ years of financial due diligence experience (or a combination with audit experience, which must include at least 4 years of financial due diligence), preferably with a Big 4 firm
  • CPA

Preferred Qualifications:

  • Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
  • Demonstrated professional achievement and client service excellence
  • Healthcare transaction advisory experience
  • Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
  • Strong analytical abilities
  • Exceptional verbal and written communication skills
  • Strong command of Microsoft Word, Excel, and PowerPoint
  • Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
  • Ability and desired willingness to travel

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$160,000 - $210,000

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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