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Advisory Associate Jobs (NOW HIRING)

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 ...

Rogo

Advisory Associate, Equity Research

New York, NY · On-site

What You Will Own Rogo's Advisory function is a team of former bankers, investors, and research analysts who guide top financial institutions on how to apply AI in their day-to-day workflows and ...

CBIZ

Risk Advisory Associate | 2027 | BP

Houston, TX

With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ...

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Advisory Associate information

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$38.5K

$72.8K

$146K

How much do advisory associate jobs pay per year?

As of Jul 24, 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 are Advisory Associates?

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 are the key skills and qualifications needed to thrive as an Advisory Associate, and why are they important?

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 some 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.

More about Advisory Associate jobs
What cities are hiring for Advisory Associate jobs? Cities with the most Advisory Associate job openings:
What are the most commonly searched types of Advisory jobs? The most popular types of Advisory jobs are:
What states have the most Advisory Associate jobs? States with the most job openings for Advisory Associate jobs include:
What job categories do people searching Advisory Associate jobs look for? The top searched job categories for Advisory Associate jobs are:
Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 87% Full Time, 6% Part Time, and 6% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $72,846 per year, or $35 per hour.
Client Advisory Associate

Client Advisory Associate

Whittier Trust

San Francisco, CA • On-site

$75K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
Position Summary
The Client Advisory Associate supports Senior Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this role, it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries, and internal department personnel.
The candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust's high touch service delivery model in the Western region, nationally focusing and within their local community.
PRIMARY RESPONSIBILITIES
  • Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, fund redemptions and purchases, and the opening and closing of accounts.
  • Monitor transactions for completion and accuracy.
  • Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances on a daily basis for purchases, transferring sales proceeds to money market accounts, and following up on client's requests for purchases, sales, or gifting.
  • Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
  • Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections, and gifting schedules), assist with the production of PowerPoint presentations, mass mailings, and marketing materials.
  • Calculate Unitrust, total return, and other payments to trust beneficiaries.
  • Coordinate tax-related payment information with the Tax Department and client-directed outside professionals.
  • Provide information to Client Advisors for annual account reviews.
  • Organize with Client Advisors to maintain client, beneficiary, and advisor information in client files and account records on database management and trust accounting systems.
  • Assist with contact management input, sales, expense, and other internal reports.
  • Perform special projects and additional tasks as assigned.

DESIRED EDUCATION
  • Bachelor's degree from an accredited 4-year university
  • Industry certification an advantage but not essential - (CTFA or CFP)
  • Willingness to continue education (CTFA, CFP, MBA)

DESIRED EXPERIENCE
  • Understanding of trust accounting and/or estate planning concepts preferred but not essential
  • Superior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint.
  • Excellent written and oral communication skills.
  • Superior organizational skills with the ability to multi-task and to manage and prioritize multiple projects and competing deadlines.
  • General office administration and clerical experience.
  • Excellent attention to detail with the ability to exercise independent judgment.
  • Aptitude to understand and perform basic mathematical calculations such as fee calculations, and other percentage-based calculations.
  • Ability to learn new processes and programs and desire to grow with the company.

PERSONAL CHARACTERISTICS
  • Strong people skills
  • Client service focus
  • Effective verbal and written communication skills
  • High integrity with a diligent work ethic
  • Team/people-oriented
  • Highly organized with good time management skills
  • Meticulous attention to detail
  • Valid driver's license and the ability to travel by airplane.

COMPENSATION
Base salary range
$75,000 - $90,000 annually
Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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