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Advisory Team Jobs (NOW HIRING)

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Director of Advisory

Austin, TX · On-site

$170K - $225K/yr

Director of Advisory The Director of Advisory leads a high-performing team of financial advisors, ensuring accountability and alignment with organizational goals. This role is pivotal in shaping the ...

Bakertilly

Senior Consultant, IRA Advisory

Madison, WI · On-site

Come join Baker Tilly's Development Advisory team as a Senior Consultant ! You will be a part of our Development Advisory team where you will provide a variety of services including, but not limited ...

Bakertilly

Senior Consultant, IRA Advisory

Frisco, TX · On-site

Come join Baker Tilly's Development Advisory team as a Senior Consultant ! You will be a part of our Development Advisory team where you will provide a variety of services including, but not limited ...

Pathstone

Manager, Client Advisory

Austin, TX

Team members are encouraged to pursue their interests and contribute to the firm's culture through ... Advisory positions are a career path lending to increased client engagements and complexity ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · On-site

Team members are encouraged to pursue their interests and contribute to the firm's culture through ... Provide support to a Client Advisory Team in the communication and implementation of client ...

Pathstone

Associate, Client Advisory

Conshohocken, PA · Hybrid

Team members are encouraged to pursue their interests and contribute to the firm's culture through ... Provide support to a Client Advisory Team in the communication and implementation of client ...

Pathstone

Manager, Client Advisory

Austin, TX · On-site

Team members are encouraged to pursue their interests and contribute to the firm's culture through ... Advisory positions are a career path lending to increased client engagements and complexity ...

Moore Colson

Transaction Advisory Manager

Atlanta, GA · Hybrid

Moore Colson is looking for dynamic Transaction Advisory Manager to join our Transaction Advisory team in Atlanta. As trusted advisors, our Transaction Advisory Managers embody our firm's commitment ...

Acxiom LLC

Senior Director, Data & AI Advisory

We are seeking a Sr. Director, Data & AI Advisory to lead Acxiom's Data & AI Advisory team within the broader Data & AI Services practice. This role is for a senior consulting leader who can advise ...

Baker Tilly

Senior Consultant, IRA Advisory

Madison, WI · On-site

Come join Baker Tilly's Development Advisory team as a Senior Consultant ! You will be a part of our Development Advisory team where you will provide a variety of services including, but not limited ...

Pathstone

Associate, Client Advisory

Alexandria, VA · On-site

$65K - $72K/yr

Team members are encouraged to pursue their interests and contribute to the firm's culture through ... Provide support to a Client Advisory Team in the communication and implementation of client ...

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Advisory Team information

See salary details

$38.5K

$72.8K

$146K

How much do advisory team jobs pay per year?

As of Jul 24, 2026, the average yearly pay for advisory team 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.

How does collaboration typically work within an advisory team, and what can new members expect in terms of cross-functional interaction?

Advisory teams often operate in a highly collaborative environment, working closely with clients and cross-functional groups such as finance, operations, and IT. New members can expect to participate in regular team meetings, brainstorming sessions, and joint problem-solving workshops. Communication and teamwork are crucial, as projects often require integrating diverse perspectives and expertise to develop strategic recommendations. This structure not only fosters professional growth but also provides significant exposure to different business areas and client industries.

Do advisory committees get paid?

Advisory committees typically consist of experts who provide guidance and recommendations; members are usually not paid unless specified, though some committees offer stipends or reimburse expenses. Compensation policies vary depending on the organization and the nature of the advisory role.

What is an Advisory Team?

An Advisory Team is a group of professionals who provide expert advice, guidance, and strategic recommendations to organizations or individuals. Their role is to offer insights based on their experience and knowledge in specific fields, helping clients make informed decisions, solve complex problems, and achieve their goals. Advisory Teams can be found in various industries, such as finance, consulting, technology, and healthcare, and often work alongside management to support critical business initiatives.

What are advisory positions?

Advisory positions are roles where individuals provide expert guidance, strategic advice, or specialized knowledge to organizations or clients. These roles often require strong communication skills, industry experience, and may involve working on projects, policy development, or decision-making processes.

What jobs pay 4000 a week without a degree?

In advisory roles, high-paying positions such as financial advisors, management consultants, or sales managers can earn around $4,000 weekly, often requiring strong communication skills, industry experience, and certifications rather than a formal degree. These roles typically involve client interaction, strategic planning, or sales, and may require licensing or specialized training.

What positions are on an advisory board?

An advisory board typically includes professionals with expertise relevant to the organization, such as industry experts, senior executives, or specialists in areas like finance, marketing, or technology. Members provide strategic guidance and may serve on a voluntary or compensated basis, often meeting periodically to advise leadership. The specific positions or roles depend on the organization's needs and structure.

What is the difference between Advisory Team vs Financial Advisor?

AspectAdvisory TeamFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFA, or CPA for team membersTypically holds certifications such as CFP, CFA, or ChFC
Work EnvironmentCollaborative, team-based setting within financial firms or consulting agenciesIndividual or small team client meetings, often in office or virtual
Employer & Industry UsageUsed by financial firms, consulting agencies, and large organizationsCommonly employed by financial planning firms, banks, and independent advisors
Search & Comparison IntentUnderstanding team-based financial consulting vs individual adviceSeeking personalized financial planning or investment advice

The main difference is that an Advisory Team refers to a group of professionals working together to provide comprehensive financial guidance, while a Financial Advisor is typically an individual offering personalized financial services. Advisory Teams often collaborate to cover broader expertise, whereas Financial Advisors focus on tailored advice for clients.

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

To thrive as an Advisory Team member, you need strong analytical abilities, industry expertise, and often an advanced degree in business or a relevant field. Familiarity with data analysis tools, presentation software, and project management systems is typically required. Excellent communication, critical thinking, and collaborative skills set top performers apart. These competencies are essential to deliver actionable insights, build client trust, and drive informed decision-making within organizations.
More about Advisory Team jobs
What job categories do people searching Advisory Team jobs look for? The top searched job categories for Advisory Team jobs are:
Advisory Team jobs near you
Infographic showing various Advisory Team job openings in the United States as of July 2026, with employment types broken down into 7% Locum Tenens, 82% Full Time, 6% Part Time, and 5% 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.
Director of Advisory

Director of Advisory

Briaud Financial Advisors

College Station, TX

Other

Retirement, PTO

Posted 18 days ago

Job description

Description

Overview

We are seeking a Director of Advisory to lead and elevate our Advisory team. This role will be responsible for managing our team of Senior Financial Planners and Financial Planners, ensuring consistent delivery of high-quality advice, development of scalable processes, and a culture of accountability and growth. While this role includes strategic-level client engagement, its primary focus is building a durable, high-performing advisory function that consistently raises the bar.


This is a role for someone who sees both people and systems clearly, and who has the discipline and credibility to align them in service of outstanding client outcomes. You build frameworks that others can run with. You think in systems and act through people. This is a leadership role with clear accountability for the standards, tools, and execution of the planning function. This is a chance to lead not just by output, but by influence. You will shape the future of our planning team, and through it, the lives of the clients we serve.


Key Responsibilities:


Team Leadership and Development

  • Provide direct leadership to the planning team; coach, mentor, and hold planners accountable to both firm and client standards.
  • Develop and implement a talent strategy for the team, including hiring, onboarding, training, and succession planning.
  • Run planning team meetings with clear objectives, priorities, and follow-through.
  • Serve as a point of escalation and problem-solving for complex planning issues.


Planning Quality and Consistency

  • Establish and maintain clear standards for planning processes, deliverables, and client service.
  • Ensure planning recommendations are both technically sound and clearly communicated.
  • Review work across the team to spot gaps, trends, and opportunities to improve planning delivery.
  • Shape how planning is delivered, documented, and measured across the team.


Process Optimization and Scalability

  • Lead ongoing improvements to planning workflows, systems, and templates.
  • Partner with operations and leadership to ensure planning integrates smoothly with other firm functions (investments, client service, compliance).
  • Track key metrics and identify ways to improve efficiency without compromising quality.


Selective Client Engagement

  • Maintain a small roster of high-impact client relationships or strategic planning cases.
  • Model best-in-class planning and communication for the team.
  • Assist with key prospective client conversations when needed.


Strategic Advisory Leadership

  • Serve as a member of the firm's leadership team.
  • Collaborate with leadership on long-term planning strategy, client segmentation, and service model design.
  • Contribute to firm-wide initiatives focused on growth, quality, and culture.

Requirements

You Might Be a Fit If You:

  • Combine analytical rigor with practical judgment
  • Are energized by coaching and building systems that others thrive in
  • Have experience holding teams to high standards while creating buy-in
  • Gravitate toward structure, clarity, and results
  • Desire to lead an advisory team, not just be a top planner
  • Value credibility, strategic impact, and sustainable execution over visibility or accolades


Requirements:

  • 7+ years of financial planning experience, with a strong record of client impact
  • CFP designation (or equivalent: CPA, JD, CFA) required
  • Prior experience managing planners or leading a planning team is a plus
  • Excellent written and verbal communication skills
  • Onsite in Bryan/College Station, Texas (full-time)


What We Offer:

  • 30 Days Paid Leave / Office Closures
  • 401(k) with employer match
  • Paid continuing education and certifications
  • Flex Hours and a team-first culture

Apply