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Advisory Associate Jobs (NOW HIRING)

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Whittier Trust Client Advisory Associate Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized ...

Riveron

Accounting Advisory - Associate

Atlanta, GA · On-site

$75K - $113K/yr

Riveron's Accounting Advisory team partners with our clients and their stakeholders to bring a thoughtful and pragmatic approach to deliver tailored solutions to these unique business challenges.

SSC Advisors, Inc.

Tax and Advisory Associate

Salina, KS

$55K - $74K/yr

Join SSC CPAs + Advisors as an Experienced Tax and Advisory Associate , where you will be part of a dynamic employee-owned firm dedicated to providing high-quality tax consulting and advisory ...

SSC Advisors, Inc.

Tax and Advisory Associate

Salina, KS · On-site

$55K - $74K/yr

Join SSC CPAs + Advisors as an Experienced Tax and Advisory Associate , where you will be part of a dynamic employee-owned firm dedicated to providing high-quality tax consulting and advisory ...

SSC Advisors, Inc.

Tax and Advisory Associate

Salina, KS · On-site

$55K - $74K/yr

Join SSC CPAs + Advisors as an Experienced Tax and Advisory Associate , where you will be part of a dynamic employee-owned firm dedicated to providing high-quality tax consulting and advisory ...

BPM LLP

Accounting Advisory Associate II

Sioux Falls, SD · On-site

$78K - $96K/yr

As an Accounting Advisory Associate II , you will support a portfolio of private company clients by performing key accounting functions, including account reconciliations, month-end close activities ...

Sapient Capital

Wealth Advisory Associate

Manhattan, NY · On-site

Job Overview Advisory associates assist lead and secondary advisors in delivering comprehensive financial services to ultra-high net worth (UHNW) families and individuals, as well as institutions and ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Position Summary The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this ...

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Advisory Associate information

See salary details

$38.5K

$72.8K

$146K

How much do advisory associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for advisory associate in the United States is $72,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $71,500.00 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.

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Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $72,846 per year, or $35 per hour.

Transaction Advisory Associate

Regal Executive Search

Chicago, IL • On-site

Full-time

Re-posted 5 hours ago

Job description


Transaction Advisory Associate
Responsibilities:
  • Perform financial due diligence and identify key risks and evaluate business drivers
  • Analyze financial statement information including income statement, balance sheet, cash flow and key operational data.
  • Analyze net working capital, debt and debt-like items
  • Assist in creating reports (including Quality of Earnings reports) and databooks for clients that highlight the key financial, findings of potential investments as well as the drivers behind sustainable profits and cash flows
  • Help to build financial models
  • Help to synthesize and convert data into meaningful information that is used to drive discussions with target management and highlight observations and conclusions
  • Manage and prioritize responsibilities and proactively consult with senior team member
  • Assist in the general execution of engagements and maintenance of client relationships
  • Support Transitions/Transformations and M&A/Investment Banking practices as needed while proactively seeking development in these areas
  • This position is add-to-staff. Compensation will be commensurate to experience and tenure

Qualifications:
In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be or have:
  • Proactive, motivated, and a self-starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment
  • Dedication to teamwork and constant communication with fellow team members
  • Strong analytical, critical thinking, and project management skills with attention to detail
  • Ability to provide solution-based alternatives
  • Flexibility in the prioritization and completion of tasks
  • Ability to maintain the highly confidential nature of information pertaining to ongoing or potential transactions
  • Ability to communicate (i.e. writing, facilitating, and presenting) succinctly and sufficiently to all levels of client and management personnel
  • Knowledge of technical accounting areas such as US GAAP and SEC or Private Company reporting
  • An active Certified Public Accountant (CPA) certification or equivalent is preferred

Requirements:
  • 4-year degree from a reputable business school in accounting and/or finance with an exceptional GPA and supporting accolades
  • 1-4 years of prior work experience, with time spent in Big4 or large national firm Audit and/or TAS. An active CPA license or progress towards a CPA license is highly preferred
  • A proven track record of excellence (i.e. accelerated promotional cadence, stellar reviews and evaluations, etc.)
  • A strong desire to hone one's accounting skills while developing best practices in finance/FP&A, M&A, financial modeling, and/or investment banking

Meet Your Recruiter
Tim Bramley

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