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Finance Advisory Jobs in Cleburne, TX (NOW HIRING)

Mesch

Tax Manager

Fort Worth, TX

$90K - $105K/yr

Company Description We are a full-service public accounting firm that focuses on tax and audit and provides financial advisory and management services to midsize businesses. Our firm is located in ...

Mesch

Tax Manager

Fort Worth, TX · On-site

$90K - $105K/yr

Company Description We are a full-service public accounting firm that focuses on tax and audit and provides financial advisory and management services to midsize businesses. Our firm is located in ...

Northwestern Mutual

Financial Advisor

Fort Worth, TX · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Mansfield, TX

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Fort Worth, TX

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Fort Worth, TX · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ...

Northwestern Mutual

Financial Advisor

Fort Worth, TX · On-site

$61K - $250K/yr

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Fort Worth, TX · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ...

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Finance Advisory information

See Cleburne, TX salary details

$24K

$88.9K

$130.1K

How much do finance advisory jobs pay per year?

As of May 28, 2026, the average yearly pay for finance advisory in Cleburne, TX is $88,910.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,000.00 and $104,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Finance Advisor, and why are they important?

To thrive as a Finance Advisor, you need a strong understanding of financial planning, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or CFA. Proficiency with financial modeling software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex information simply distinguish top performers in this role. These skills ensure clients receive tailored advice, build lasting trust, and achieve their financial goals in a competitive market.

What are some common challenges faced by professionals in Finance Advisory, and how can they be managed effectively?

Professionals in Finance Advisory often encounter challenges such as staying updated with ever-changing regulations, balancing multiple client priorities, and communicating complex financial concepts in a clear, actionable way. To manage these effectively, strong organizational skills, ongoing professional development, and proactive communication are essential. Collaborating closely with both clients and internal teams also helps ensure recommendations are tailored, compliant, and actionable, fostering trust and long-term client relationships.

What is finance advisory?

Finance advisory refers to the professional service of offering expert guidance on financial matters to individuals, businesses, or organizations. Advisors help clients manage their finances, plan investments, analyze risks, and make informed decisions to achieve financial goals. This can include services such as budgeting, retirement planning, tax strategies, mergers and acquisitions, and wealth management. Finance advisory professionals often work for consulting firms, banks, or as independent advisors. Their objective is to help clients optimize their financial health and navigate complex financial situations.

What is the difference between Finance Advisory vs Financial Analyst?

AspectFinance AdvisoryFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related fields; certifications like CFA or CPA are commonUsually requires a degree in finance, economics, or accounting; CFA certification is advantageous but not always required
Work EnvironmentAdvisory firms, consulting agencies, or in-house corporate finance teams; client-facing rolesCorporate finance departments, investment firms, or banks; primarily analytical and reporting tasks
Employer & Industry UsageUsed by consulting firms, banks, and corporations for strategic financial planningCommon in investment banking, corporate finance, and asset management

Finance Advisory focuses on providing strategic financial advice to clients, helping them optimize financial decisions. Financial Analysts primarily analyze financial data to support investment and business decisions. While both roles require strong financial knowledge and certifications, their work environments and objectives differ significantly.

What job categories do people searching Finance Advisory jobs in Cleburne, TX look for? The top searched job categories for Finance Advisory jobs in Cleburne, TX are:
What cities near Cleburne, TX are hiring for Finance Advisory jobs? Cities near Cleburne, TX with the most Finance Advisory job openings:
Finance Advisory jobs near you
Infographic showing various Finance Advisory job openings in Cleburne, TX as of May 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 72% Physical, 19% Hybrid, and 9% Remote job distribution, with an average salary of $88,910 per year, or $42.7 per hour.

Transaction Advisory Services Manager

Calvetti Ferguson - Experienced Professionals

Fort Worth, TX • On-site

Full-time

Posted 17 days ago

Job description

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.
Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.
In your role as a Transaction Advisory Manager, you will lead transaction advisory engagements across buy-side and sell-side due diligence, supporting private equity firms, corporate clients, and entrepreneurs. You will help deliver high-quality financial due diligence that focuses on key value drivers, risks, and transaction considerations.
Key Responsibilities
  • Lead and manage buy-side and sell-side financial due diligence engagements
  • Oversee Quality of Earnings, working capital, and cash flow analyses
  • Manage multiple concurrent engagements and project teams
  • Serve as primary point of contact for clients and manage relationships
  • Review databooks, analyses, and deliverables prepared by team members
  • Identify key risks, trends, and value creation opportunities
  • Communicate findings clearly to clients and stakeholders
  • Develop engagement budgets, monitor billing, and manage realization
  • Coach, mentor, and develop Associates and Senior Associates
  • Support business development efforts and proposal development

Qualifications
  • Bachelor's degree in Accounting, Finance, or related field required
  • 7+ years of experience in audit or transaction advisory services
  • 3+ years of direct experience in financial due diligence
  • CPA designation required
  • Strong knowledge of US GAAP
  • Advanced Excel and PowerPoint skills, and with AI and data automation tools a plus
  • Strong project management and leadership skills
  • Excellent communication and client relationship abilities
  • Experience working with private equity clients preferred
  • Ability to work in fast-paced transaction environments

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.
* * * * *
NOTICE TO 3rd PARTY RECRUITERS
Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.
At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.

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