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Transaction Advisory Associate Jobs in Utah (NOW HIRING)

Relationship Banker

Salt Lake City, UT · On-site

$18 - $23.50/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Relationship Banker

Farmington, UT · On-site

$17.50 - $23/hr

Key responsibilities include accurately and efficiently processing cash transactions for clients as ... Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management

Showing results 41-46

Transaction Advisory Associate information

See Utah salary details

$68.3K

$138.7K

$206.2K

How much do transaction advisory associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for transaction advisory associate in Utah is $138,682.00, according to ZipRecruiter salary data. Most workers in this role earn between $110,200.00 and $161,100.00 per year, depending on experience, location, and employer.

What is a transaction advisory associate?

Transaction Advisory Associates are professionals who assist clients in evaluating and executing business transactions, such as mergers, acquisitions, and divestitures. They conduct financial due diligence, analyze financial statements, assess risks and opportunities, and provide recommendations to help clients make informed decisions. These associates work closely with senior advisors and clients to ensure the transaction process is smooth and value is maximized. Their work is critical in identifying potential issues and ensuring the financial health of a transaction.

What types of projects does a transaction advisory associate work on, and how do they contribute to client engagements?

As a Transaction Advisory Associate, you can expect to be involved in projects such as financial due diligence for mergers and acquisitions, valuation analysis, and assisting clients with buy-side and sell-side transactions. Your role often includes analyzing financial statements, identifying key risks and opportunities, and preparing detailed reports for clients. You'll work closely with senior team members, clients, and other advisors (such as legal or tax professionals) to ensure all aspects of a transaction are thoroughly evaluated. This collaborative environment provides valuable exposure to complex deals and is an excellent foundation for career advancement within advisory or corporate finance.

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

To thrive as a Transaction Advisory Associate, you need strong analytical skills, a solid understanding of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling, Excel, data analytics tools, and often a CPA or CFA certification are highly valued. Excellent communication, attention to detail, and the ability to work well under pressure are essential soft skills. These competencies ensure accurate due diligence, effective client communication, and successful deal execution in high-stakes transaction environments.

What is the difference between Transaction Advisory Associate vs Financial Analyst?

AspectTransaction Advisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree in finance, accounting, or related field; CFA beneficial
Work EnvironmentConsulting firms, investment banks, or corporate finance teamsCorporations, investment firms, or financial services companies
Employer & Industry UsageUsed in M&A, due diligence, and transaction supportUsed in budgeting, forecasting, and financial analysis
Comparison IntentFocuses on transaction support and deal processesFocuses on financial data analysis and reporting

The Transaction Advisory Associate primarily supports mergers, acquisitions, and transaction processes, often working in consulting or investment banking environments. In contrast, a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting strategic decision-making within companies. While both roles require strong financial skills and similar credentials, their core functions and work settings differ significantly.

What are the most commonly searched types of Transaction Advisory jobs in Utah?

The most popular types of Transaction Advisory jobs in Utah are:

What are popular job titles related to Transaction Advisory Associate jobs in Utah?

For Transaction Advisory Associate jobs in Utah, the most frequently searched job titles are:

What cities in Utah are hiring for Transaction Advisory Associate jobs?

Cities in Utah with the most Transaction Advisory Associate job openings:

Relationship Banker - San Fernando Valley East area - Bilingual Armenian required

Bank of America

Woodland Hills, UT • On-site

$25 - $26.77/hr

Full-time

PTO

Posted 19 days ago


Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 536 frontline employees who took The Breakroom Quiz

49th of 175 rated banks


Job description

Job Description:

t Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.

* Bilingual in Armenian Required
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance


Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Mission Hills - 10300 Sepulveda Blvd - SEPULVEDA-DEVONSHIRE BC (CA6117), US - CA - North Hills - 9012 Sepulveda Blvd (CA7221), US - CA - North Hollywood - 6600 Laurel Canyon Blvd - VALLEY PLAZA BC (CA9147), US - CA - Panorama City - 8324 Van Nuys Blvd - PANORAMA CITY BC (CA6122), US - CA - Sherman Oaks - 13700 Riverside Dr - RIVERSIDE-WOODMAN BC (CA8128), US - CA - Sherman Oaks - 14701 Ventura Blvd - SHERMAN OAKS BC (CA8131), US - CA - Studio City - 12223 Ventura Blvd (CA8119), US - CA - Sun Valley - 8409 Laurel Canyon Blvd - CANYON PLAZA BC (CA8198), US - CA - Sun Valley - 8888 Sunland Blvd - SUN VALLEY BC (CA8165), US - CA - Valley Village - 5201 Laurel Canyon Blvd - LAUREL CANYON-MAGNOLIA BC (CA9184), US - CA - Van Nuys - 14439 Burbank Blvd - Van Nuys-Burbank (CA7242), US - CA - Van Nuys - 6551 Van Nuys Blvd - VAN NUYS MAIN OFFICE (CA7111), US - CA - Van Nuys - 7060 Sepulveda Blvd - SEPULVEDA-SHERMAN WAY BC (CA7119), US - CA - Van Nuys - 7255 Woodman Ave - WOODMAN-SHERMAN WAY BC (CA7206), US - CA - Woodland Hills - 22828 Victory Blvd - VICTORY FALLBROOK BC (CA8194)Pay and benefits informationPay range$25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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