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Transaction Advisory Jobs in Alabama (NOW HIRING)

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

... transactions. * Support advisors with portfolio management system inquiries and account servicing ... Experience supporting managed accounts or advisory platforms. * Knowledge of portfolio management ...

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

... transactions. * Support advisors with portfolio management system inquiries and account servicing ... Experience supporting managed accounts or advisory platforms. * Knowledge of portfolio management ...

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

... transactions. * Support advisors with portfolio management system inquiries and account servicing ... Experience supporting managed accounts or advisory platforms. * Knowledge of portfolio management ...

UNAVAILABLE

Designated Principal

Birmingham, AL · On-site

$80 - $100/hr

Handle review and approval for advisory account * Review and approve marketing, private securities transactions, gifts, political donation * Outside business activities and outside brokerage accounts

StoneX Group

Designated Principal

Birmingham, AL · On-site

$80 - $100/hr

Handle review and approval for advisory account * Review and approve marketing, private securities transactions, gifts, political donation * Outside business activities and outside brokerage accounts

Stonex Group, Inc.

Designated Principal

Birmingham, AL · On-site

$75K - $100K/yr

Handle review and approval for advisory account * Review and approve marketing, private securities transactions, gifts, political donation * Outside business activities and outside brokerage accounts

StoneX

Designated Principal

Birmingham, AL · On-site

$75K - $100K/yr

Handle review and approval for advisory account * Review and approve marketing, private securities transactions, gifts, political donation * Outside business activities and outside brokerage accounts

StoneX Group

Designated Principal

Birmingham, AL

$75K - $100K/yr

Handle review and approval for advisory account * Review and approve marketing, private securities transactions, gifts, political donation * Outside business activities and outside brokerage accounts

Australia-Employment

Corporate Tax Manager

Huntsville, AL · On-site

$125 - $150/hr

... transactions. * Build and maintain strong client relationships by understanding their business needs and providing high-quality tax advisory and compliance services. * Lead and develop staff ...

BMSS, LLC

Sales & Use Tax Manager

Adamsville, AL · On-site

$107K - $140K/yr

Who We Are At BMSS Advisors & CPAs, we're more than just a top 100 CPA and advisory firm-we're a ... Advise clients on sales and use tax nexus, taxability determinations, transaction structuring, and ...

BMSS, LLC

Sales & Use Tax Manager

Adamsville, AL · On-site

$107K - $140K/yr

Who We Are At BMSS Advisors & CPAs, we're more than just a top 100 CPA and advisory firm-we're a ... Advise clients on sales and use tax nexus, taxability determinations, transaction structuring, and ...

BMSS, LLC

Sales & Use Tax Manager

Adamsville, AL · On-site

$107K - $140K/yr

Who We AreAt BMSS Advisors & CPAs, we're more than just a top 100 CPA and advisory firm-we're a ... nexus, taxability determinations, transaction structuring, and indirect tax planning ...

WSFS Bank

$92K - $152K/yr

Determine specific customer needs and ensure that appropriate and suitable market transactions are ... Previous financial advisory experience is strongly preferred. * Must have the following ...

Frazier & Deeter

CAAS Senior Associate

Huntsville, AL · Hybrid

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has ... Manage day-to-day accounting activities for assigned clients, including transaction entry oversight ...

Frazier & Deeter

CAAS Senior Associate

Huntsville, AL · On-site

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has ... Manage day-to-day accounting activities for assigned clients, including transaction entry oversight ...

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Showing results 21-40

All JobsTransaction Advisory JobsTransaction Advisory Jobs in Alabama

Transaction Advisory information

See Alabama salary details

$68K

$138.1K

$205.3K

How much do transaction advisory jobs pay per year?

As of Sep 8, 2026, the average yearly pay for transaction advisory in Alabama is $138,075.00, according to ZipRecruiter salary data. Most workers in this role earn between $109,700.00 and $160,400.00 per year, depending on experience, location, and employer.

What is a transaction advisory?

A Transaction Advisory job involves providing strategic financial guidance on mergers, acquisitions, divestitures, and other corporate transactions. Professionals in this role assess financial risks, conduct due diligence, value businesses, and support deal negotiations. They work closely with clients to optimize transaction structures and ensure smooth execution. Typically, they are employed by financial consulting firms, investment banks, or accounting firms.

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

To thrive in Transaction Advisory, you need a strong background in finance, accounting, and business analysis, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial modeling software, Microsoft Excel, and certifications like CPA or CFA are typically required. Exceptional communication, project management, and client relationship skills help professionals stand out in this advisory role. These abilities are crucial for accurately assessing transactions, guiding clients through complex deals, and ensuring effective team collaboration.

What are some common challenges faced by professionals in transaction advisory roles?

Professionals in Transaction Advisory often face challenges such as managing tight deadlines, balancing multiple transactions simultaneously, and adapting to the evolving needs of clients during mergers, acquisitions, or divestitures. The role can involve complex financial analysis, rapidly changing deal structures, and close collaboration with lawyers, accountants, and executives. To succeed, it's important to be comfortable working under pressure, have strong attention to detail, and excel in both independent and team-based environments. Overcoming these challenges not only strengthens analytical and interpersonal skills but also provides excellent career development opportunities within the finance and consulting industries.

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

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

What job categories do people searching Transaction Advisory jobs in Alabama look for?

The top searched job categories for Transaction Advisory jobs in Alabama are:

Transaction Advisory jobs near you
Infographic showing various Transaction Advisory job openings in Alabama as of August 2026, with employment types broken down into 92% Full Time, 3% Part Time, 1% Temporary, and 4% Contract. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $138,075 per year, or $66.4 per hour.

Client Onboarding Associate

StoneX Group

Birmingham, AL • On-site

Other

Posted 19 days ago

Job description

Client Onboarding Associate

Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.

  • Coordinate the onboarding of managed account relationships from account opening through funding and implementation.
  • Review account documentation for completeness and accuracy, ensuring compliance with firm and regulatory requirements.
  • Assist advisors and internal partners with account setup, releasing accounts to invest, and account maintenance requests.
  • Assist with the creation, maintenance, and implementation of investment models within portfolio management systems.
  • Process account maintenance requests, trade holds, cash raises, model changes, and other service-related transactions.
  • Support advisors with portfolio management system inquiries and account servicing needs.
  • Research and resolve account discrepancies in a timely manner.
  • Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
  • 1–3 years of experience in wealth management, investment advisory services, financial services, or account administration.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office, particularly Excel.
  • Experience supporting managed accounts or advisory platforms.
  • Knowledge of portfolio management systems such as Envestnet, Advyzon, or similar platforms.
  • Familiarity with investment models, portfolio construction concepts, and account management processes.
  • Understanding of brokerage and advisory account operations.

This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region. Relocation will not be provided for this position.

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