105 advisory jobs at 55 companies in Gilbert, AZ
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Vice President, Regional Advisory Consultant
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
OnsiteFull Time
5+ YOE5+ years in advisory sales; Series 7; willingness to travel 50-75%; degree in Economics/Finance/Business; CFP or CIMA preferred; strong knowledge of wealth management and advisory platforms; independent and organized; CRM experience.
CRM software, Wealth management platforms, Office software
1mo
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Treasury Advisory Manager/ Senior Manager
Albany or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Austin or Chicago or St. Petersburg or Pittsburgh or Hartford or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or San Francisco or Boston or Denver or Philadelphia or Des Moines or Overland Park or Los Angeles or Walnut Creek or Charlotte or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$80k-$294k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5+ years treasury/consulting/finance advisory experience, strong analytical and communication skills, ability to travel; MBA/MSF or designations (CFA/CPA/FRM/CTP) preferred.
1mo
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Senior Manager - Transaction Advisory Services
Denver or Pasadena or San Francisco or San Diego or Tewksbury or Portland or Irvine or Philadelphia or Houston or El Segundo or Washington or Dallas or New York City or Chicago or Seattle or Phoenix
$179k-$262k/yr OnsiteFull Time
8+ YOE8+ years in a large accounting firm (audit, financial advisory, or transaction services), bachelor’s in accounting/finance required, CPA preferred, intermediate modeling and Microsoft Excel skills, strong communication and leadership.
Microsoft Excel
5d
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Financial Relationship Advisory Senior Manager
Chandler or Irving or Salt Lake City or Charlotte or Saint Louis
OnsiteFull Time
7+ YOE3+ Mgmt7+ years financial advisory experience, 3+ years management, FINRA Series 7 and 66 (or 63/65) required or transferable, ability to obtain additional FINRA licenses, background check and financial fitness required.
1mo
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Director of M&A Advisory Services
Scottsdale, Arizona, United States
$230k-$275k/yr OnsiteFull Time
10+ years in M&A/advisory or investment banking, proven P&L ownership, team leadership, financial modeling (DCF, valuation), strong negotiation and client-facing skills, SMB M&A experience.
HubSpot
1mo
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Director of M&A Advisory Services
Scottsdale, Arizona, United States
$230k-$275k/yr OnsiteFull Time
10+ YOE10+ years in M&A advisory, investment banking, or business brokerage; experience managing P&L, building pipelines, leading teams, financial modeling (DCF/valuation), negotiation, and client-facing communication.
HubSpot
1w
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Advisory Operations Leader, Managing Director
Houston or Los Angeles or Troy or New York or Grand Rapids or Owings Mills or Baltimore or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Indianapolis or San Diego
$250k-$350k/yr OnsiteFull Time
15+ YOE15+ years operations experience; bachelor's required, MBA preferred; supervisory experience; proven revenue and margin improvement track record; experience with financial operations, billing, forecasting, and KPI-driven performance frameworks; strong change leadership and communication skills; Microsoft Office proficiency.
Microsoft Office, Smartsheet, Oracle ERP
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Vice President, Advisory Consulting
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg or North Carolina or Louisiana or Utah or Arkansas or Vermont or South Carolina or Alabama or New Mexico or Mississippi or Illinois or Connecticut or Kansas or Montana or Ohio or Iowa or Rhode Island or Maine or Washington or New Hampshire or Virginia or Maryland or California or Florida or Nebraska or Missouri or Pennsylvania or Arizona or New Jersey or Wyoming or District of Columbia or Minnesota or Massachusetts or New York or West Virginia or Wisconsin or Oklahoma or Colorado or Nevada
$140k-$175k/yr HybridFull Time
10+ YOE5+ MgmtSeries 7 required, Bachelor’s required (Master’s preferred), 5+ years in similar role and 10+ years related experience, ability to travel up to 75%, experience with CRM and platform adoption, strong leadership and analytics skills.
Wealth Management Platform (WMP), CRM
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Project Environmental/Transaction Advisory Professional
Atlanta or Austin or Charlotte or Cincinnati or Cleveland or Columbus or Dallas or Houston or Miami or Milwaukee or Nashville or Orlando or Philadelphia or Phoenix or Pittsburgh or San Antonio or Tampa
FieldFull Time
5+ YOEBachelor's in environmental field,5+ years environmental consulting experience, M&A due-diligence experience, strong report writing, analytical skills, ability to work independently and travel to field sites.
2w
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Phoenix Technology Audit & Advisory Senior Consultant
Phoenix, Arizona, United States
$90k-$134k/yr HybridFull Time
1+ YOEBachelor's degree,1+ years internal audit/consulting or related experience; knowledge of audit methodologies, SOX/COSO, risk and control programs; proficiency in Word, Excel, PowerPoint; CPA or CIA a plus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, Microsoft Access
2w
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Phoenix Technology Audit & Advisory Senior Consultant
Phoenix, Arizona, United States
$90k-$134k/yr HybridFull Time
1+ YOEBachelor's degree,1+ years internal audit/consulting experience,knowledge of audit methodologies,SOX/COSO/PCAOB,proficiency in Word/Excel/PowerPoint/Visio/Access,strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Visio, Access, AI
1mo
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Associate General Counsel III, LGL Investment Advisory Attorney
Arizona or Tempe or Missouri or St. Louis or United States
HybridFull Time
10+ YOEJuris Doctor and bar admission, licensed to practice law (Missouri or other state), 10+ years relevant legal experience (broker-dealer/RIA experience preferred), Form ADV knowledge, SEC/FINRA and alternative investments preferred, strong judgment and communication.
1mo
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Technology Risk Advisory - AI Risk Senior Associate
Chicago or Phoenix or New York City or Philadelphia or Dallas or Boston
$78k-$147k/yr OnsiteFull Time
2+ YOEBachelor's in CS/Engineering/Data Science/Info Systems/Risk, 2+ years supporting technology solutions with AI/ML exposure in regulated or risk/compliance environments; hands‑on Python and model work; experience with cloud controls, APIs, data pipelines, version control, and CI/CD.
Python, model development frameworks, embeddings, RAG, APIs, data pipelines, version control, CI/CD
1mo
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Deals - Capital Markets Accounting Advisory Services - Manager
San Francisco or Atlanta or Chicago or Austin or Washington or Dallas or Miami or Los Angeles or Denver or Boston or New York City or San Jose or Philadelphia or Phoenix
$99k-$232k/yr OnsiteFull Time
4+ YOEBachelor's degree, minimum 4 years' experience, active CPA preferred, proficiency in financial modeling and GAAP, experience with Alteryx, project management and team leadership; travel up to 60%.
Alteryx
2mo
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Senior Director, CPA, SEC Accounting & Advisory Services | Forensic and Litigation Consulting
Phoenix or Washington or Dallas or Portland or Atlanta or Los Angeles or New York City or Boston or Chicago or San Francisco
$120k-$330k/yr HybridFull Time
6+ YOE2+ MgmtBachelor's in accounting, CPA (or foreign equivalent), 6+ years public accounting or equivalent, 2+ years supervising, strong U.S. GAAP and SEC knowledge, ability to travel up to 30%, authorized to work in the U.S.; no visa sponsorship.
1mo
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Advisory Director Client Relationship Executive – Cyber & Risk
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Charlotte or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$190k-$300k/yr HybridFull Time
10+ YOE10+ years in advisory/consulting sales or enterprise transformation; proven C-suite relationship building, commercial acumen, pursuit leadership, solution architecture; Bachelor’s required, MBA preferred; travel up to ~25%.
1mo
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Systems Performance Lead, Sustainability Advisory
Boston or Los Angeles or Houston or Dallas or Phoenix or Miami or Bellevue or Denver
$102k-$117k/yr OnsiteFull Time
8+ YOE8+ years in energy simulation/computational design within AEC; Bachelor’s in engineering/architectural engineering (Master's preferred); professional credential (PE, AIA, BEMP) preferred; proficiency with ClimateStudio, EnergyPlus, Grasshopper/Ladybug; strong energy codes and GHG inventory experience.
ClimateStudio, EnergyPlus, Grasshopper, Ladybug, PHIUS
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Wealth Advisor, Schwab Wealth Advisory
Phoenix, Arizona, United States
$100k-$145k/yr OnsiteFull Time
Bachelor's degree and active FINRA Series 7 and Series 66 (or equivalent). Client-focused financial planning skills, strong time management, coachability, and ability to translate complex concepts; CFP®/CFA® preferred.
1mo
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Energy Market Advisor - Energy Advisory Services (Remote)
United States or New York or Chicago or Jersey City or Austin or Denver or Seattle or Los Angeles or San Francisco or Washington or Dallas or Phoenix or Detroit or Portland or Miami or Knoxville
$106k-$189k/yr RemoteFull Time
7+ YOEBachelor's in energy/engineering/finance/economics, 7+ years in energy market modeling or utility planning, expertise with PLEXOS/ProMod/GridView, strong quantitative and client-facing skills; travel ~25%+.
PLEXOS, ProMod, GridView, Python, Microsoft Excel, R, SQL
1w
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Consulting Controller - Client Advisory Services (Full-time, W-2)
Phoenix or Nevada or Arizona or Idaho or Texas or California or United States
$105k-$130k/yr RemoteFull Time
8+ YOE8+ years progressive accounting experience with 3–5 years public accounting foundation; must reside in NV, AZ, ID, TX, or CA; ability to travel ~2 times/month for 2–3 day onsite assessments; strong executive presence; proficiency with cloud accounting platforms and Slack.
QuickBooks Online, NetSuite, Sage Intacct, Slack
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