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Financial Advisory Manager Jobs (NOW HIRING)

Embark

Manager - Financial Advisory Services

Houston, TX · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

twentysix

Manager, Financial Advisory

Manhattan, NY · On-site

$98K - $128K/yr

Integrating the disciplines of financial advisory, management consulting, investor relations, strategic communications, government affairs, risk analysis and talent advisory, Teneo's global Financial ...

DuPont

Manager - Financial Advisory Services

Washington, DC · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

DuPont

Manager - Financial Advisory Services

Denver, CO · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

DuPont

Manager - Financial Advisory Services

Tulsa, OK · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

Embark

Manager - Financial Advisory Services

Chicago, IL

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

Embark

Manager - Financial Advisory Services

San Diego, CA · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

DuPont

Manager - Financial Advisory Services

San Diego, CA · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

DuPont

Manager - Financial Advisory Services

Atlanta, GA · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

DuPont

Manager - Financial Advisory Services

Richardson, TX · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

DuPont

Manager - Financial Advisory Services

Charlotte, NC · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

DuPont

Manager - Financial Advisory Services

Miami, FL

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

Embark

Manager - Financial Advisory Services

Raleigh, NC · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

Embark

Manager - Financial Advisory Services

Austin, TX

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

DuPont

Manager - Financial Advisory Services

Phoenix, AZ

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

DuPont

Manager - Financial Advisory Services

Nashville, TN · On-site

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

Embark

Manager - Financial Advisory Services

Miami, FL

$140K - $160K/yr

What you'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are ...

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Financial Advisory Manager information

See salary details

$39K

$106.2K

$148.5K

How much do financial advisory manager jobs pay per year?

As of Sep 10, 2026, the average yearly pay for financial advisory manager in the United States is $106,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What does a financial advisory manager do?

A Financial Advisory Manager oversees a team of financial advisors who provide clients with guidance on investments, financial planning, and risk management. They are responsible for developing strategies to help clients achieve their financial goals, ensuring compliance with regulations, and building strong client relationships. In addition, they may analyze market trends, recommend financial products, and monitor the performance of portfolios to ensure optimal returns. Their role also involves training and mentoring junior staff and supporting business development activities for their firm.

What are the key skills and qualifications needed to thrive as a financial advisory manager, and why are they important?

To thrive as a Financial Advisory Manager, you need expertise in financial analysis, investment strategies, and client relationship management, typically supported by a bachelor's degree in finance or a related field, and often a CFA or CFP certification. Familiarity with financial planning software, CRM systems, and regulatory compliance platforms is essential. Strong communication, leadership, and problem-solving skills help you build trust with clients and lead advisory teams effectively. These competencies are crucial for delivering reliable financial advice, achieving client satisfaction, and driving business growth in a competitive industry.

What are the main challenges financial advisory managers face when leading client projects, and how can they address them?

Financial Advisory Managers often encounter challenges such as managing diverse client expectations, coordinating multidisciplinary teams, and keeping up with regulatory changes. To address these, it's important to establish clear communication channels, set realistic project timelines, and foster continuous professional development within the team. Building strong client relationships and staying informed about industry developments also help ensure successful project delivery and client satisfaction.

What is the difference between Financial Advisory Manager vs Financial Analyst?

AspectFinancial Advisory ManagerFinancial Analyst
CredentialsCFP, CFA, or CPA often preferredCFA, CPA, or related finance degrees
Work EnvironmentClient-facing, advisory services, team leadershipData analysis, financial modeling, reporting
Industry UsageFinancial planning firms, wealth managementInvestment firms, banks, corporate finance
Search & ComparisonOften compared for financial planning rolesMore focused on analysis and research

Financial Advisory Managers primarily focus on providing personalized financial planning and client management, often requiring certifications like CFP or CFA. Financial Analysts concentrate on analyzing financial data, creating reports, and supporting investment decisions. While both roles require strong finance knowledge, the Advisory Manager role is more client-oriented, whereas the Analyst role is more data-driven.

What cities are hiring for Financial Advisory Manager jobs?

Cities with the most Financial Advisory Manager job openings:

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

The most popular types of Financial Advisory jobs are:

What states have the most Financial Advisory Manager jobs?

States with the most job openings for Financial Advisory Manager jobs include:

What are popular job titles related to Financial Advisory Manager jobs?

For Financial Advisory Manager jobs, the most frequently searched job titles are:

Financial Advisory Manager jobs near you

Manager - Financial Advisory Services

Houston, TX • On-site

Embark
See more jobs at Embarkexternal

$140K - $160K/yr

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Advisory Manager Consultant

Experience a 45X+ award-winning culture!

Embarkers enjoy:

  • Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
  • Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
  • Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrivewhere happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

  • Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
  • Comprehensive healthcare: 100% paid premiums for you and your family
  • Whole human growth: $150 monthly stipend for holistic development
  • Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
  • 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'll be doing as an Advisory Manager Consultant: Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are taken care of by assisting with hands-on financial information package consulting, analysis, M&A, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy.

To be a good fit for our Manager - Financial Advisory role you will have:

  • 5+ years of experience in Big 4/public accounting and/or industry
  • CPA required
  • Strong knowledge of U.S. GAAP
  • Strong computer skills, particularly in Excel
  • Keen attention to detail
  • Strong communication skills, both oral and written
  • A high sense of urgency, strong initiative and the ability to multi-task

Added bonus if you have

  • Inter-company experience
  • Oil and gas experience
  • REIT experience
  • Technology revenue recognition experience
  • Healthcare experience
  • SEC filing exposure/experience

What's in it for you:

  • We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
  • Typical compensation range of $140,000- $160,000
  • We match 50% to 6% on our 401K
  • Fully paid parental leave for all new parents
  • Monthly stipend for whole human wellness
  • Highly competitive salaries
  • All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
  • Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

In closing...

If this role sounds exciting, apply and let's start the conversation!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

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