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Advisory Services Associate Jobs in Texas (NOW HIRING)

Bakertilly

Risk Advisory Services Principal

Houston, TX · On-site

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services ... associates can learn and grow and financial success obtained through growth and sound fiscal ...

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Advisory Services Associate information

See Texas salary details

$35.9K

$67.9K

$136K

How much do advisory services associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for advisory services associate in Texas is $67,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,700.00 and $66,600.00 per year, depending on experience, location, and employer.

What is an advisory services associate?

Advisory Services Associates are entry-level professionals who support firms and their clients by providing analysis, research, and recommendations on financial, business, or operational matters. They typically work with more senior advisors to help organizations identify risks, improve processes, and make strategic decisions. Their role involves gathering data, preparing reports, and participating in client meetings, often within consulting, accounting, or financial services firms.

What are the key skills and qualifications needed to thrive as an advisory services associate?

To thrive as an Advisory Services Associate, you need strong analytical skills, business acumen, and typically a bachelor’s degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Excel, and industry-specific software such as SAP or Oracle is often required. Exceptional communication, problem-solving, and teamwork abilities help distinguish top performers in this client-facing role. These skills enable associates to deliver valuable insights, manage client relationships, and support successful project outcomes.

What are some common challenges faced by advisory services associates when managing multiple client projects simultaneously?

Advisory Services Associates often juggle several client projects at once, which requires strong organizational and time management skills. Balancing competing deadlines, adapting to shifting client needs, and ensuring accuracy in deliverables can be challenging. Effective communication and proactive prioritization are key to maintaining high-quality service and building trust with both clients and internal teams. Support from managers and collaboration with colleagues can help associates navigate these challenges and continue developing their expertise.

What are the most commonly searched types of Advisory Services jobs in Texas?

The most popular types of Advisory Services jobs in Texas are:

What cities in Texas are hiring for Advisory Services Associate jobs?

Cities in Texas with the most Advisory Services Associate job openings:

Advisory Services Associate jobs near you

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

Houlihan Lokey Financial Advisors, Inc

Dallas, TX

Full-time

Re-posted 5 days ago

Key responsibilities

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

  • Review target company financial information and develop operational insights

  • Manage team members and collaborate with colleagues on transaction-related activities

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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