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Shuster Advisory Group Llc Jobs (NOW HIRING)

Aprio

Senior Audit Manager, Real Estate

Austin, TX · On-site

$100 - $130/hr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Manager to join their dynamic team. Responsibilities * Accurately and skillfully performing audits * Preparing audit ...

Aprio

Tax Associate - Real Estate

Phoenix, AZ · On-site +1

$58K - $77K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Tax Associate to join their dynamic team. Responsibilities: * Apply strong technical tax accounting knowledge on consulting ...

Aprio

Tax Associate - Real Estate

Phoenix, AZ · On-site

$58K - $77K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Tax Associate to join their dynamic team. Responsibilities: * Apply strong technical tax accounting knowledge on consulting ...

Aprio

Senior Tax Associate

Overland Park, KS · On-site +1

$80K - $99K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team. Position responsibilities: * Interacting closely with clients to provide ...

Aprio

Senior Tax Associate

Overland Park, KS · On-site

$80K - $99K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team. Position responsibilities: * Interacting closely with clients to provide ...

Aprio

Audit Associate

Portland, OR · On-site +1

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Associate to join their dynamic team. Responsibilities: * Skillfully and accurately performing audits * Preparing audit ...

Aprio

Audit Associate

Bala Cynwyd, PA · On-site +1

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Associate to join their dynamic team. Responsibilities: * Skillfully and accurately performing audits * Preparing audit ...

Aprio

Senior Associate, Tax

San Antonio, TX · On-site

$73K - $91K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships ...

Aprio

Senior Tax Associate - Real Estate

Valdosta, GA · On-site +1

$66K - $82K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships with ...

Aprio

Senior Tax Associate - Real Estate

Charlotte, NC · On-site +1

$79K - $98K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships with ...

Aprio

Senior Associate, Tax

Bala Cynwyd, PA · On-site +1

$77K - $95K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate, Tax to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships ...

Aprio

Senior Tax Associate - Real Estate

Birmingham, AL · On-site +1

$76K - $94K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships with ...

Aprio

Senior Associate, Tax

Bala Cynwyd, PA · On-site

$77K - $95K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate, Tax to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships ...

Aprio

Senior Tax Associate - Real Estate

Atlanta, GA · On-site +1

$78K - $97K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships with ...

Aprio

Senior Tax Associate - Real Estate

Atlanta, GA · On-site

$78K - $97K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Associate to join their dynamic team. Aprio's Tax group provides the opportunity to work and form relationships with ...

Aprio

Tax Manager - PCS

Atlanta, GA · On-site +1

$106K - $139K/yr

Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Tax Manager to join their dynamic team. Responsibilities: * Responsible for managing and leading a team of tax ...

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Shuster Advisory Group Llc information

What is Shuster Advisory Group LLC?

Shuster Advisory Group LLC is a financial advisory firm that specializes in providing wealth management, retirement planning, and employee benefits consulting services. They work with individuals, families, and businesses to create tailored financial strategies that help clients achieve their long-term financial goals. Their services typically include investment management, estate planning, tax planning, and risk management. The firm is known for its client-centered approach, offering personalized advice and solutions based on individual needs. Shuster Advisory Group LLC is a registered investment adviser, and its team includes experienced financial professionals.

What types of projects or clients can new hires expect to work with at Shuster Advisory Group LLC?

New hires at Shuster Advisory Group LLC typically collaborate with a diverse range of clients, including corporations, non-profits, and high-net-worth individuals, focusing on areas such as retirement planning, employee benefits, and executive compensation. Team members often work closely within cross-functional groups, allowing for mentorship and knowledge sharing. The work environment emphasizes continuous learning and professional development, with opportunities to advance by taking on more complex projects and client relationships. This collaborative approach helps new team members quickly gain exposure to different aspects of the advisory business and build a strong foundation for career growth.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Shuster Advisory Group LLC?

To thrive as a Financial Advisor, you need a solid background in finance, investment strategies, and client portfolio management, typically supported by a bachelor’s degree in finance or related field and relevant licenses such as the Series 7 and 66. Familiarity with financial planning software like eMoney, CRM systems, and market analysis tools is essential. Exceptional interpersonal skills, ethical judgment, and the ability to explain complex financial concepts make advisors stand out. These skills ensure you can build trust with clients, provide sound financial advice, and help clients achieve their long-term financial goals.

What is the difference between Shuster Advisory Group Llc vs Financial Advisor?

AspectShuster Advisory Group LlcFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often required
Work EnvironmentConsulting firm, client offices, or remoteBanking institutions, independent practice, or firms
Industry UsageFinancial consulting and advisory servicesPersonal financial planning and investment advice

Both Shuster Advisory Group Llc and Financial Advisors typically hold similar certifications and work in financial services. While Shuster Advisory Group Llc may focus more on consulting and strategic advice, Financial Advisors often provide personalized investment and financial planning services. The roles overlap in credentials and industry usage, but their specific client engagement and service scope can differ.

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Shuster Advisory Group Llc jobs near you
Infographic showing various Shuster Advisory Group Llc job openings in the United States as of August 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 100% In-person job distribution.

Business Development Specialist - M&A Advisory

SAX Advisory Group

New York, NY • On-site

$75K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Job description

At Sax Advisory Group, LLC we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
Sax Capital Advisors is a leading M&A advisory firm specializing. We advise business owners, investors, and corporations on strategic mergers, acquisitions, divestitures, and capital raising. Our team combines deep market expertise with a client-first approach to deliver successful outcomes.
We are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand our market presence. This role is dedicated to generating high-quality leads and building lasting relationships with decision-makers. This role is fully remote within the U.S. for candidates located outside the New York City area.
Key Responsibilities
  • Deal Origination: Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates
  • Market Coverage: Develop a strong presence across target industries through proactive outreach, networking, and thought leadership.
  • Relationship Development: Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants).
  • Lead Generation: Drive the firm's outbound business development efforts-cold calling, targeted campaigns, event participation, and partnership building.
  • Partnerships: Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners.
  • Thought Leadership: Represent the firm at conferences, panels, and networking events to enhance visibility and credibility.
  • Collaboration with Deal Teams: Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience.
  • CRM & Reporting: Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals.

Qualifications
  • Experience:
    • 8+ years of experience in business development, origination, or client-facing roles within M&A advisory, investment banking, private equity, corporate development, or professional services.
    • Demonstrated track record of sourcing and winning mandates in the mid-market M&A space.

  • Skills & Attributes:
    • Exceptional network-building and deal origination capabilities.
    • Deep understanding of M&A processes and transaction lifecycle.
    • Highly entrepreneurial and self-motivated, with ability to thrive in a results-driven environment.
    • Strong communication, presentation, and negotiation skills.
    • Adept at developing trust and credibility with senior executives and business owners.

Comprehensive Benefits Package includes:
  • Top Tier Health, Dental, & Vision Plans
  • Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
  • Medical and Dependent Care
  • Life and Voluntary Life Insurance
  • Short and Long -Term Disability Insurance
  • 401k plan with matching contribution
  • Defined Contribution Plan (profit sharing)
  • Customized Work Arrangements
  • Floating Holidays and Volunteer PTO
  • Unlimited PTO for Managers and Above
  • Referral Bonus Program
  • Tuition Reimbursement for Advanced Degree
  • Healthy Living Reimbursement Program
  • Health & Wellness App Subscription
  • OnDemand access to industry leading CPE courses
  • Summer Fridays at 1pm

Sax Capital Advisors is a wholly owned subsidiary of SAX Advisory Group, LLC, an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace. To learn more please visit our website www.SaxCa.com
New York Pay Range
$75,000-$200,000 USD

Apply