534 advisory associate jobs at 229 companies in United States
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Experienced Transaction Advisory Associate
Canton or Atlanta
$70k-$90k/yr HybridFull Time
2+ YOEBachelor's degree in Accounting and 2–4 years of transaction advisory, deal advisory, audit, valuation, due diligence, corporate finance, or related experience; Excel and PowerPoint proficiency required.
Microsoft Excel, Microsoft PowerPoint
1w
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Ratings Advisory Associate, Reinsurance
Philadelphia, Pennsylvania, United States
OnsiteFull Time
0+ YOEBachelor's degree preferred in risk management, finance, economics, accounting, business, or related field; 0–6 years in reinsurance, ratings advisory, or insurance accounting preferred; analytical, client advisory, research, communication, and Excel skills; willingness to travel.
Microsoft Excel
1w
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Ratings Advisory Associate, Reinsurance
Philadelphia, Pennsylvania, United States
OnsiteFull Time
0+ YOEBachelor’s degree in a relevant business field, 0–6 years of reinsurance, ratings advisory, or insurance accounting experience preferred, strong analytical and communication skills, Microsoft Excel proficiency, and travel willingness.
Microsoft Excel
1mo
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Sr. Advisory Associate
Los Angeles, California, United States
OnsiteFull Time
5+ YOE5+ years in wealth management or financial services; strong knowledge of account types and custodial/estate documents; exceptional organization, communication, and problem-solving; proficiency with Microsoft Excel, PowerPoint, and Word; custodial platform and CRM experience preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CRM, custodial platforms, Fidelity, Schwab
1mo
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Senior Advisory Associate
Atlanta, Georgia, United States
HybridFull Time
2+ YOEBachelor's degree, 2+ years relevant experience, 1+ year supporting client relationships, proficiency with Microsoft Office Suite, financial planning/CRM/portfolio reporting software; Series 65 or CFP preferred; ability to pass background/credit check.
Microsoft Office Suite, CRM, Financial planning software, Portfolio reporting software
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Risk Advisory - Senior Associate
Atlanta or Dallas or San Jose or New York or Denver or Chicago
HybridFull Time
3+ YOEBachelor's in Accounting required, 3+ years experience (external audit or risk advisory preferred), CPA/CIA/CISA preferred, knowledge of SOX/COSO, strong communication and problem-solving skills, willingness to travel.
Sarbanes-Oxley, COSO, COBIT
2d
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Deal Advisory Senior Associate
United States or Virginia
$96k-$140k/yr RemoteFull Time
2+ YOEBachelor's degree in accounting, finance, or related business discipline preferred; 2+ years in professional services; financial due diligence, audit, reporting, or accounting advisory experience; strong GAAP, data analysis, and critical thinking skills.
2w
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Project Finance Debt Financial Advisory Associate
New York City, New York, United States
$110k-$130k/yr HybridFull Time
3+ YOE3-5 years in debt advisory or combined lending+advisory; strong project finance modelling; FINRA licenses or willing to obtain; Master’s desirable; fluent English; client-facing and mentoring skills.
1w
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Associate Director, Client Advisory
Newtown Square, Pennsylvania, United States
OnsiteFull Time
5+ YOEBachelor's degree, advanced degree or professional designation progress, 5–8+ years in wealth management or related advisory environments, client engagement experience, and Series 65 required.
Microsoft Office, Microsoft Excel, Salesforce
3mo
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Associate Manager, Technical Advisory
Houston, Texas, United States
$129k-$130k/yr OnsiteFull Time
5+ YOE5+ MgmtBachelor's degree in CS/IT or related field; 5+ years in IT advisory, energy sector experience, business analysis, procurement, CTRM/energy software, cloud services, Azure DevOps, ServiceNow; leads global teams.
D365 Finance, Azure, Endur, Azure DevOps, Power Platform, ServiceNow
2w
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Fall 2027 Advisory Associate
Washington or Tampa or New York City or Boston or Chicago or Pittsburgh
$85k-$100k/yr HybridFull Time
0+ YOEBachelor’s degree, 0-2 years experience (including internships), Excel required; quantitative analysis, research, communication, and problem-solving skills; willingness to learn SQL/R/Python and analytics tools.
Microsoft Excel, MS SQL Server, R, Python, Stata, SAS, Tableau, Snowflake, Alteryx, Databricks, Teradata, Microsoft Project, Primavera P6
1mo
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Advisory Associate, Equity Research
New York City, New York, United States
OnsiteFull Time
Rogo: Provides a generative AI platform for financial institutions.
3+ YOE3+ years equity research experience, executive engagement and presentation skills, sales/LP-facing or business development experience, strong communication and critical thinking, curiosity about AI.
3mo
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M&A Advisory Associate (Merger and Acquisition Advisory)
New York, New York, United States
$125k-$150k/yr HybridFull Time
2+ YOE2+ years M&A advisory deal execution; Bachelor's in Finance/Economics/Accounting; advanced Excel/PowerPoint; US GAAP and merger accounting knowledge; ability to manage multiple projects; high ethics and accountability.
Microsoft Excel, Microsoft Word, PowerPoint, PitchBook, S&P Capital IQ, FactSet
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Advisory Associate Consultant
Cambridge, Massachusetts, United States
$62k-$102k/yr OnsiteFull Time
Bachelor’s degree required; two years of professional client-facing experience preferred. Requires project management, relationship management, conflict resolution, presentation, and facilitation skills.
1mo
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Associate, Corporate Advisory
Chicago, Illinois, United States
$69k-$128k/yr OnsiteFull Time
2+ YOEUndergraduate degree in finance/economics/accounting or equivalent experience; 2+ years in investment banking, consulting, or commercial banking; strong financial modeling, valuation, Excel and PowerPoint skills; excellent communication and quantitative ability.
Microsoft Excel, Microsoft PowerPoint
4w
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Wealth Advisory Associate
New York, New York, United States
OnsiteFull Time
3+ YOEBachelor's degree required, 3+ years industry experience, CFP pursuit or Series 65 preferred, strong analytical and communication skills, advanced Microsoft Office and Addepar experience.
Addepar, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft SharePoint, CRM
1d
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Energy Advisory Associate
Chicago or New York City or Washington
$90k-$125k/yr HybridFull Time
3+ YOEBachelor's or master's degree in a technical field and 3–5 years of energy or infrastructure project finance and development experience, including project execution and business development.
PowerPoint, AI
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Accounting & Advisory Associate
Yarmouth, Maine, United States
$75k-$90k/yr HybridFull Time
3+ YOE3–7 years public accounting experience (audit/financial statement work preferred). CPA or active CPA candidate preferred. Strong client service, communication, organization, and ability to manage multiple priorities; comfortable with technology.
3w
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Associate Director - People Advisory 3
New York, New York, United States
$81k-$100k/yr HybridFull Time
Lead People Advisory strategies, workforce transformation, change management, leadership development and talent programs; strong AI, analytics, and executive stakeholder skills.
Artificial Intelligence (AI), Generative AI, Microsoft Power BI
3w
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Experienced Associate - Transaction Advisory Services
Chicago or Pasadena or San Francisco or Tewksbury or Portland or Irvine or Philadelphia or Houston or El Segundo or Denver or Washington or Dallas or New York City or Seattle
$63k-$100k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1+ year related experience, audit or transaction advisory experience preferred, CPA candidacy/CPA a plus; strong analytical, communication and multitasking skills.
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