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Finance Advisory Jobs (NOW HIRING)

Associate, Corporate Advisory

Chicago, IL · On-site

$69K - $127K/yr

Financial Modeling and Analysis * Design and manage valuation models including DCF, LBO, comparable ... Support ongoing advisory relationships with clients and update existing financial models and ...

Financial Advisory Senior Area Manager

Jackson, WY · On-site

$113K - $153K/yr

Wells Fargo is seeking a Financial Advisory Senior Area Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Foradditionalinformation on this line of business, refer to the ...

Financial Advisory Senior Area Manager

Denver, CO · On-site

$112K - $152K/yr

Wells Fargo is seeking a Financial Advisory Senior Area Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Foradditionalinformation on this line of business, refer to the ...

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Finance Advisory information

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$25K

$92.6K

$135.5K

How much do finance advisory jobs pay per year?

As of Aug 8, 2026, the average yearly pay for finance advisory in the United States is $92,631.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $109,000.00 per year, depending on experience, location, and employer.

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 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 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.
More about Finance Advisory jobs
What cities are hiring for Finance Advisory jobs? Cities with the most Finance Advisory job openings:
What states have the most Finance Advisory jobs? States with the most job openings for Finance Advisory jobs include:
Infographic showing various Finance Advisory job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 4% Part Time, and 3% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $92,631 per year, or $44.5 per hour.

Junior Financing Specialist - Corporate Advisory & Financing

Societe Generale

New York, NY

Full-time

Re-posted 3 hours ago


Job description

The Advisory & Financing Group is at the cornerstone of SG's corporate client value chain. The group works closely with sector coverage bankers and a wide range of product groups, acting as the primary investment banking corporate finance advisory and strategic situations financing group. Put differently, our group performance the corporate finance analytical work and executes M&A financing on behalf of the corporate coverage group and partners with coverage in interacting with clients. These clients span a wide range of sectors, typically CFOs and Treasurers of S&P 500 names from High Yield to the Mega Caps. Following the closing of Societe Generale's JV with leading equity research house Bernstein in April 2024, we also increasingly provide our advisory and credit solutions to high growth pre-IPO companies. Services we provide to our clients include the following:
-    Differentiated corporate finance advice, including bespoke analysis of valuation drivers, capital allocation frameworks, capital structure optimization, etc
-    Underwritings and commitments to corporate event-driven transactions, including financing for M&A transactions such as corporate acquisitions and separations.
Our corporate value chain has experienced significant growth over recent years. Clients recognize the quality of AFG analysis on engagements, for which we see continued momentum as SG invests to grow its M&A and ECM business in the US.

     Day-to-Day Responsibilities: 
Advisory & Origination
-    Lead projects under supervision of senior colleagues working with a pool of Investment Banking analysts to perform financial analysis and corporate finance advisory
-    Combine conceptual and "real-world" corporate finance knowledge to form opinions and provide recommendations on acquisition financing / debt structuring / capital structure / capital allocation / debt raising / credit rating matters / valuation drivers
-    Coordinate between different teams to structure multiproduct solutions and create cohesive recommendations, including: Industry Coverage, Debt & Equity Capital Markets, Mergers & Acquisitions, Credit Ratings Advisory, Loan Syndicate, Equity Derivatives, IR/FX Derivatives,  ESG etc.
-    Prepare high-quality, clear and concise, bespoke presentation materials 
Transaction Execution
-    Perform due diligence, including financial, business, industry
-    Advanced operational and financial modeling
-    Lead the development of underwriting materials including financial analysis, credit memoranda, lender presentations, etc
-    Define the risks, mitigants and investment highlights in underwriting or participating in a financing
-    Liaise with credit and risk officers, legal, and other transaction groups to underwrite the transaction
-    Contribute to the legal documentation process including NDAs, Advisory and Financing Engagement Letters, Commitment Letters, Term Sheets, Fee Letters, Credit Agreements

Technical Skills:    
-    Understanding of corporate equity and credit "stories" and priorities of key stakeholders (shareholders, creditors, rating agencies, etc.)
-    Knowledge of and experience working on corporate credit processes; due diligence, structuring, running internal / external deal processes
-    Knowledge of financial accounting concepts and corporate finance valuation
-    Strong financial modeling skills, including experience building three-statement models, detailed operating builds and capital structure scenarios, other bespoke builds
-    Understanding of credit documentation, including credit agreements and indentures
-    High level of proficiency in Microsoft Excel, PowerPoint, and Word
Soft Skills
-    Resourceful, curious, driven, self-starter
-    Team player with strong interpersonal skills
-    Creative and innovative problem-solver
-    Ability to generate opinions and ideas to assist clients in thinking about how to best run their businesses
-    Excellent written and verbal communication skills 
-    Strong attention to detail 
-    Experience training and working with IB analysts                         
Experience Needed:     
3 to 4 years of relevant investment banking work experience in leveraged finance, mid-market lending, corporate finance, mergers & acquisitions, industry coverage or related field
Educational Requirements: Bachelor's degree from a top tier University, strong academic performance
Languages (other than English): N/A
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