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Advisory Associate Jobs (NOW HIRING)

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 ...

Thinkbrg

Fall 2027 Advisory Associate

Chicago, IL

As an Associate working in one of our advisory practices, you'll contribute to high-impact engagements that help clients improve performance, accelerate growth, optimize operations, and navigate ...

Thinkbrg

Fall 2027 Advisory Associate

New York, NY

As an Associate working in one of our advisory practices, you'll contribute to high-impact engagements that help clients improve performance, accelerate growth, optimize operations, and navigate ...

Thinkbrg

Fall 2027 Advisory Associate

Tampa, FL

As an Associate working in one of our advisory practices, you'll contribute to high-impact engagements that help clients improve performance, accelerate growth, optimize operations, and navigate ...

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 ...

Thinkbrg

Fall 2027 Advisory Associate

Boston, MA

As an Associate working in one of our advisory practices, you'll contribute to high-impact engagements that help clients improve performance, accelerate growth, optimize operations, and navigate ...

Orbiss

Accountant and Advisory Associate

Boston, MA · On-site

$51K - $70K/yr

Company overview Orbiss is an advisory and tax firm specialized in business growth in the United ... As an Associate Accountant, you will be responsible for: * Daily accounting missions * Entering AP ...

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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 12, 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 September 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $72,846 per year, or $35 per hour.

Accounting Advisory Associate II

Sioux Falls, SD • On-site

BPM LLP
Electrical Equipment, Appliance, and Component Manufacturing • 51 - 200 employees
Learn more about BPM LLPexternal

$78K - $96K/yr

Full-time

Posted 22 days ago

Job description

BPM Overview:

B-P-M stands for "Because People Matter," because at our core, our people drive everything we do and how we do it. 

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

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, journal entries, financial reporting, and cash management. You will collaborate with managers, senior consultants, and client stakeholders to deliver high-quality accounting and advisory services, assist with process improvements and system implementations, and help clients strengthen their financial operations. The ideal candidate is detail-oriented, client-focused, and able to manage multiple priorities while providing insightful recommendations and exceptional service.

Accounting Advisory Overview:

 BPM's Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsource accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.

Note: This position is onsite for candidates located in Sioux Falls, SD. Candidates residing elsewhere in the U.S. who are within commuting distance of a BPM office will be expected to follow a hybrid work schedule.

You Have (Requirements):
  • BS/BA in Accounting, Finance, or Business Management
  • A desire to pursue your CPA.
  • Minimum 3 years' experience in public accounting and/or industry as part of an accounting function.
  • Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems. 
  • Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.
  • Working knowledge of Bill.com, Expensify, and/or Concur is a plus.
  • Demonstrated leadership experience.
  • Excellent oral and written communication skills.
  • Able to work with multiple clients and projects concurrently.
  • Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
  • Knowledge of GAAP is preferred.
You Will (Job Responsibilities):
  • Manage accounting services for clients like assist in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.
  • Work on engagement teams and support managers on small to mid-size private company management and compilation reports.
  • Participate in multiple engagements and interact with client personnel throughout the implementation. 
  • Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client's expectations. 
  • Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.
  • Participate in special projects for our clients that provide further growth and learning experiences, as needed. 
$78,000 - $96,000 a year

*The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position.  Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

***************

BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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