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Transaction Advisory Associate Jobs in Raleigh, NC

SEIA, LLC / Bates Wealth Advisors, LLC

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Senior Client Service Associate

Chapel Hill, NC · On-site

$50K - $75K/yr

Advisory Team REPORTS TO: Lead Advisor EFFECTIVE DATE: 9/10/2025 SUMMARY: This position supports ... Account Maintenance (opening new accounts, follow through, managing transactions, address changes ...

Frost PLLC

Tax Senior I

Raleigh, NC · On-site

$77K/yr

Provide research support to a transaction review process. * Prepare a completed and organized tax ... With years of collective accounting and business advisory experience, we are well-equipped to ...

Frost PLLC

Tax Senior I

Raleigh, NC · On-site

$79K - $98K/yr

Provide research support to a transaction review process. * Prepare a completed and organized tax ... With years of collective accounting and business advisory experience, we are well-equipped to ...

Cherry Bekaert

Valuation Senior Associate

Raleigh, NC · Hybrid

$14.50 - $17.50/hr

Cherry Bekaert's Valuation Services practice provides financial advisory services to privately held ... border transactions, and litigation.As a result of sustained growth, we are seeking a Senior ...

Cherry Bekaert

Valuation Senior Associate

Raleigh, NC · On-site

$14.50 - $17.50/hr

Cherry Bekaert's Valuation Services practice provides financial advisory services to privately held ... border transactions, and litigation. As a result of sustained growth, we are seeking a Senior ...

CAPTRUST

Mergers & Acquisitions Associate

Raleigh, NC · On-site

$130K - $165K/yr

Provide general sales support to the M&A team for the lifecycle of a transaction sales/closing ... Basic understanding of financial analysis and valuation modeling as well as the financial advisory ...

CAPTRUST

Mergers & Acquisitions Associate

Raleigh, NC

$130K - $165K/yr

Provide general sales support to the M&A team for the lifecycle of a transaction sales/closing ... Basic understanding of financial analysis and valuation modeling as well as the financial advisory ...

Frost PLLC

Tax Senior I

Raleigh, NC · On-site

Provide research support to a transaction review process. * Prepare a completed and organized tax ... With years of collective accounting and business advisory experience, we are well-equipped to ...

Avison Young

Senior Marketing Associate

Raleigh, NC · On-site

... and advisory firm, offering transaction, management, financial and consulting services. We've ... Overview As a Senior Marketing Associate, you are a highly motivated and strategic individual with ...

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Transaction Advisory Associate information

See Raleigh, NC salary details

$72.9K

$148.1K

$220.2K

How much do transaction advisory associate jobs pay per year?

As of Jun 5, 2026, the average yearly pay for transaction advisory associate in Raleigh, NC is $148,074.00, according to ZipRecruiter salary data. Most workers in this role earn between $117,600.00 and $172,000.00 per year, depending on experience, location, and employer.

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 types of projects can a Transaction Advisory Associate expect to work on, and how do they typically 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 Transaction Advisory Associates?

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 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 popular job titles related to Transaction Advisory Associate jobs in Raleigh, NC? For Transaction Advisory Associate jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Transaction Advisory Associate jobs in Raleigh, NC look for? The top searched job categories for Transaction Advisory Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Transaction Advisory Associate jobs? Cities near Raleigh, NC with the most Transaction Advisory Associate job openings:
Transaction Advisory Associate jobs near you
Infographic showing various Transaction Advisory Associate job openings in Raleigh, NC as of May 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 74% In-person, 13% Hybrid, and 13% Remote job distribution, with an average salary of $148,074 per year, or $71.2 per hour.

Senior Client Service Associate

SEIA, LLC / Bates Wealth Advisors, LLC

Chapel Hill, NC • On-site

$50K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

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Job description

Salary Range:$50,000.00 To $75,000.00 Annually

JOB DESCRIPTION

JOB TITLE:   Sr. Client Service Associate

EMPLOYER: Signature Estate and Investment Advisors Inc

 

DEPARTMENT: Advisory Team

REPORTS TO: Lead Advisor 

 

EFFECTIVE DATE: 9/10/2025 

 

SUMMARY: This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. 

 

DUTIES AND RESPONSIBILITIES:

  • Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients
  • Responsible for New Business (tracking statistics, open new accounts)
  • Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients
  • Account Maintenance (opening new accounts, follow through, managing transactions, address changes, etc.)
  • Prepare paperwork, letters, client reports and other client communications.
  • Proactive and immediate resolution of client inquiries – direct client contact
  • Scheduling client meetings
  • Participation in weekly Staff and Operations Meetings
  • Responsible for designing your own, independent workflow and tracking tasks in CRM
  • Expectation of initiative to look for ways to streamline processes in order for the firm to be more efficient as a whole. 
  • Responsible to document your tasks for the Operations Procedure Manual (screen shots with clear, concise instructions)
  • Effective communication with both internal and external contacts including prospects and clients.
  • Establish working relationships with colleagues and external clients.
  • Handle a variety of tasks and provide connection between advice across all areas of the firm.

 

 

SUPERVISORY RESPONSIBILITIES:

  • This job has no supervisory responsibilities.

QUALIFICATIONS:

  • Bachelor's Degree (BA) from four-year college or university.
  • Preferred FINRA licenses Series 7 and 66.
  • Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software. 

 

COMPETENCIES:

  • Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
  • Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
  • Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
  • management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
  • Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
  • Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
  • Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
  • Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
  • Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
  • Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
  • Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
  • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.