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Financial Advisory Jobs (NOW HIRING)

Career Launch AI

Financial Advisory Analyst

Manhattan, NY · Hybrid

$140K - $185K/yr

Financial Advisory Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst ...

Initio Capital

Financial Advisory Analyst

Manhattan, NY · Hybrid

$145K - $185K/yr

Job Summary Financial Advisory Analyst Initio Capital Full-time, Part-time, Contract, Internship, Temporary, Casual Hybrid | New York, NY, United States Financial Advisory Analyst - Initio Capital ...

Initio Capital

Financial Advisory Associate

Manhattan, NY · Hybrid

$145K - $185K/yr

Job Summary Financial Advisory Associate Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Financial Advisory Associate - Initio ...

CFS

Tax & Financial Advisory

Lagrange, IN

$175K - $215K/yr

Principal, Tax & Financial Advisory Salary: $175,000-$215,000 base + 20% bonus + minority equity Location: LaGrange, IN Why This Principal, Tax & Financial Advisory Opportunity Stands Out: • ...

CFS

Tax & Financial Advisory

Lagrange, IN · On-site

$175K - $215K/yr

Principal, Tax & Financial Advisory Salary: $175,000-$215,000 base + 20% bonus + minority equity Location: LaGrange, IN Why This Principal, Tax & Financial Advisory Opportunity Stands Out: • ...

New

twentysix

Manager, Financial Advisory

Manhattan, NY · On-site

$98K - $128K/yr

The Financial Advisory Team at Teneo Teneo's global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. No two ...

Embark

Manager - Financial Advisory Services

Houston, TX · On-site

$140K - $160K/yr

Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you ...

DuPont

Manager - Financial Advisory Services

Tampa, FL · On-site

$140K - $160K/yr

Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you ...

DuPont

Manager - Financial Advisory Services

Tulsa, OK · On-site

$140K - $160K/yr

Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you ...

Embark

Manager - Financial Advisory Services

Chicago, IL · On-site

$140K - $160K/yr

Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you ...

DuPont

Manager - Financial Advisory Services

Denver, CO · On-site

$140K - $160K/yr

Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you ...

DuPont

Manager - Financial Advisory Services

Miami, FL · On-site

$140K - $160K/yr

Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you ...

Embark

Manager - Financial Advisory Services

Tulsa, OK · On-site

$140K - $160K/yr

Financial support: Up to 3% 401(k) matching and financial advisory services * Team and community engagement: Monthly social events within your market, charitable matching, and great people! What you ...

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Financial Advisory information

See salary details

$38.5K

$67.2K

$112.5K

How much do financial advisory jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial advisory in the United States is $67,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,500.00 per year, depending on experience, location, and employer.

What is financial advisory?

Financial advisory refers to professional services that help individuals, businesses, or organizations manage their finances, make investment decisions, plan for the future, and achieve financial goals. Financial advisors provide expert advice on topics such as retirement planning, tax strategies, investment management, estate planning, and risk management. They assess clients' financial situations, develop personalized strategies, and guide them through complex financial decisions. The goal is to enhance financial well-being and help clients make informed choices.

What are the key skills and qualifications needed to thrive as a financial advisor?

To thrive as a Financial Advisor, you need a strong grasp of financial planning, investment strategies, and regulatory compliance, often supported by a relevant degree and certifications such as CFP or FINRA licenses. Familiarity with portfolio management software, financial modeling tools, and CRM systems is typically required. Outstanding interpersonal skills, active listening, and trust-building set top advisors apart when working with clients. These competencies are essential to provide tailored financial guidance, maintain regulatory standards, and foster long-term client relationships.

What are some common challenges faced by professionals in financial advisory, and how can they be addressed?

Financial Advisory professionals often encounter challenges such as managing client expectations, staying updated with constantly evolving regulations, and handling complex financial data. Balancing multiple client portfolios and tight deadlines can also be demanding. To address these challenges, it's important to maintain clear communication with clients, invest in ongoing professional development to stay current with industry trends, and utilize advanced analytical tools to streamline data management. Strong teamwork and collaboration within advisory teams also help in sharing knowledge and problem-solving.

What is the difference between Financial Advisory vs Financial Planning?

AspectFinancial AdvisoryFinancial Planning
CertificationsCFP, CFA, CPACFP, CPA, ChFC
Work EnvironmentConsulting firms, banks, independent advisorsIndividual clients, firms, or online platforms
Industry UsageAdvising on investments, estate, tax strategiesCreating comprehensive financial plans for clients

Financial Advisory and Financial Planning both involve helping clients manage their finances, but Financial Advisory focuses more on investment strategies and wealth management, while Financial Planning provides a broader, holistic approach covering all financial aspects. Both roles often require similar certifications and are used across financial institutions and consulting firms.

More about Financial Advisory jobs

What cities are hiring for Financial Advisory jobs?

Cities with the most Financial Advisory job openings:

What are the most commonly searched types of Financial Advisory jobs?

The most popular types of Financial Advisory jobs are:

What are popular job titles for Financial Advisory?

Popular job titles for Financial Advisory:

Financial Advisory jobs near you
Infographic showing various Financial Advisory job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $67,157 per year, or $32.3 per hour.

Financial Advisory Analyst

Manhattan, NY • Hybrid

Career Launch AI
See more jobs at Career Launch AIexternal

$140K - $185K/yr

Other

Posted 5 days ago

Job description

Financial Advisory Analyst

Career Launch AI Talent Network

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

About This Opportunity

This posting represents the type of Financial Advisory Analyst roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive opportunities across financial advisory, transaction services, valuation, restructuring, and strategic finance that may not be publicly listed. This description reflects a typical early-career financial advisory role accessible through our talent network.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading investment bank, advisory firm, or professional services organization may seek a Financial Advisory Analyst to support clients on complex financial and strategic decisions. These roles are well-suited for candidates interested in valuation, transaction advisory, restructuring, and financial analysis across the deal lifecycle.

Key Responsibilities

  • Build and maintain financial models including DCF, transaction, scenario, and sensitivity analyses

  • Perform valuation analyses for mergers, acquisitions, divestitures, restructurings, and strategic initiatives

  • Conduct company, industry, and market research to support advisory engagements

  • Support live M&A, restructuring, capital advisory, and transaction advisory assignments

  • Prepare investment memoranda, pitch materials, fairness opinions, and client presentations

  • Assist with financial due diligence, data room management, and analytical support

  • Collaborate with senior advisors and cross-functional teams on client strategy and execution

Desired Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field

  • Strong proficiency in financial modeling, valuation, and analytical techniques

  • Solid understanding of financial statements and corporate finance concepts

  • Excellent analytical, quantitative, and written communication skills

  • Ability to manage multiple engagements in a fast-paced, deadline-driven environment

  • High attention to detail and strong organizational skills

  • Prior internship or full-time experience in financial advisory, investment banking, consulting, valuation, audit, or transaction services is a plus

  • Proficiency in Excel, PowerPoint, and financial research platforms

Why This Posting Matters

This Financial Advisory Analyst description reflects opportunities available exclusively to Career Launch AI members, including:

  • Roles shared directly with Career Launch AI by employers

  • Opportunities not posted publicly

  • Warm introductions to hiring managers and recruiters

  • AI-supported job targeting and application optimization

  • Interview coaching and preparation

Career Launch AI members gain access to 1,000+ curated roles across:

  • Financial Advisory & Transaction Services

  • Investment Banking

  • Private Equity & Venture Capital

  • Corporate Finance

  • Strategy Consulting

  • Technology (FAANG-level and startups)

  • Product Management, Data, Operations, and more

How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive:

  • AI-powered job application automation

  • Personalized recruiter outreach

  • Warm introductions to decision-makers

  • Sector-specific resume optimization

  • Interview preparation and ongoing support

This posting is an example of the Financial Advisory Analyst positions members may pursue through the platform.

How to Access Opportunities Like This

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

Career Launch Assessment Link:
https://careerlaunch.ai/assessment

Once enrolled, members receive:

  • Access to the exclusive job board

  • Personalized recruiter outreach

  • Automated job applications

  • Coaching and interview preparation

  • Ongoing support until placement