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CBIZ

Risk Advisory Associate | 2027 | BP

Dallas, TX · On-site

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.
Risk Advisory Associate | 2027 | BP

Risk Advisory Associate | 2027 | BP

CBIZ

Dallas, TX • On-site

Other

Posted 2 days ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

12th of 18 rated bookkeepers and accountants

Job description

#LI-EC1 #LI-Onsite

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. 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 ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications 

  • High School Diploma or GED equivalent required; Bachelor's degree preferred
  • 1 year of relevant experience
  • Must be able to work in a team environment
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs

Essential Functions and Primary Duties

  • Conduct client interviews and process walkthroughs, draft process narratives, and perform testing procedures in accordance with the firm standards and procedures
  • Monitor and assess client business control environments and identify changes or exceptions
  • Work with sense of urgency and the ability to shift focus as needed throughout the day
  • Complete audit work papers as directed, clear any management comments in a timely manner, vet findings and observations with appropriate client contacts, and clearly articulate findings and observations to teammates and management
  • Work closely with management to identify potential process improvements and effective business processes, including best practices and internal control approaches
  • Maintain regular, timely communication with management and teammates regarding project status, project issues, and resource availability
  • Remain cognizant of time budgets and promptly communicate overages or project delays to management. 
  • Interact with clients in a professional, confident manner, including actively participating in client meetings.
  • Demonstrate problem-solving and critical thinking skills, knowing when to ask for help
  • Travel is estimated at 25-30%

Preferred Qualifications 

  • Working towards professional certifications such as CPA and CIA
  • Some experience in assessing internal controls, risks, and business processes, as well as developing audit programs to address those assessments
  • Data analytics experience in ACL or IDEA

What CBIZ employees say

Pay

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Hours and flexibility

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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