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Transaction Advisory Associate Jobs in Fort Wayne, IN

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

This role will also perform fund transactions, meet with clients for goal reviews each year, assist ... advisory team through document preparations, proposals, risk management reviews, and ...

All JobsTransaction Advisory Associate JobsTransaction Advisory Associate Jobs in Fort Wayne, IN

Transaction Advisory Associate information

See Fort Wayne, IN salary details

$74K

$150.3K

$223.5K

How much do transaction advisory associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for transaction advisory associate in Fort Wayne, IN is $150,302.00, according to ZipRecruiter salary data. Most workers in this role earn between $119,400.00 and $174,600.00 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 job categories do people searching Transaction Advisory Associate jobs in Fort Wayne, IN look for?

The top searched job categories for Transaction Advisory Associate jobs in Fort Wayne, IN are:

Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Fort Wayne, IN as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $150,302 per year, or $72.3 per hour.

Client Service Associate

Credent Wealth Management

Auburn, IN • On-site

$13.50 - $18.75/hr

Other

Posted 14 days ago

Job description

Client Service Associate

Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship. Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience beyond expectations. This role will also perform fund transactions, meet with clients for goal reviews each year, assist clients with accessibility to online client systems, and provide overall support to the advisory team through document preparations, proposals, risk management reviews, and troubleshooting system business processes.

Job Responsibilities:

  • Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.
  • Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.
  • Create, transfer, and update client households in CRM, custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.
  • Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary.
  • Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, RMDs, account roll-overs, security holdings, and investments.
  • Assist the Client Care Coordinator (CCC) role when necessary, providing scheduling support, answering and routing phone calls to team members.
  • Prepare, hosts, and attends assorted web conference calls and other office meetings about new business processes, systems use, onboarding/offboarding updates, etc
  • Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations
  • Comply with company-wide policies and SEC regulations

Knowledge, Skills and Abilities:

  • Progressive analytical knowledge, client service, and interpersonal skills
  • Excellent verbal, written, and presentation communication skills
  • General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.)
  • Adaptable, detail-oriented, and creative problem-solving skills
  • Ability to multitask, learn, and think beyond the current process
  • Proficient in Microsoft Office suite

Education and Experience:

  • High School Diploma, Associate's, Bachelor's Degree in Finance, or Business Administration a plus
  • 1+ year in Finance, Banking, Tax, or Accounting; Customer service experience preferred

Other:

  • Series 65 License achieved within 30-60 days after hire

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