Advisory Jobs

The Senior Staffing & Operations Manager role serves as a central operational leader within Teneo's U.S. Strategy & Communications business, focusing on aligning talent with high-priority client work. Key responsibilities include managing daily team deployment, forecasting workforce capacity, and developing data-driven dashboards to optimize business efficiency and delivery outcomes. This position appeals to professionals who thrive in fast-paced, global advisory environments by offering the opportunity to solve complex operational challenges that directly impact client success. The role fosters a collaborative culture with strong cross-functional partnerships and provides a platform for strategic influence. While the position is based in the New York office, it supports a hybrid work model requiring a minimum of three days on-site per week.

The Financial Planning Associate role at EP Wealth Advisors supports high-net-worth clients in Walnut Creek by developing and delivering comprehensive financial plans. Key responsibilities include creating detailed strategies for tax, retirement, and estate planning, managing client data and documentation, and collaborating with advisors to implement financial recommendations. The position also involves mentoring interns, researching market trends, and assisting with firm-wide process improvements. This opportunity appeals to candidates seeking professional growth within an inclusive culture that prioritizes continuous learning and skill enhancement. The role offers a flexible work schedule, robust benefits including paid volunteer time and parental leave, and a supportive environment designed to foster long-term career development.

This Audit Manager role within the financial services team at Baker Tilly focuses on delivering industry-specific assurance and advisory services to middle market asset management clients. Key responsibilities include managing fieldwork, assessing internal controls, providing financial statement guidance, and mentoring junior staff while driving client relationships and engagement profitability. The position appeals to professionals seeking to become industry experts in a rapidly growing firm that values transparency and employee development. The role offers significant autonomy over scheduling and career growth, supported by a collaborative culture that prioritizes work-life balance and continuous learning.

The Accounting Manager role within BST & Co.'s Outsourced Accounting & Advisory Services team leads financial reporting and operations for a portfolio of 7 to 12 small to mid-sized clients. Key responsibilities include supervising a team of specialists, managing month-end closes, overseeing tax and audit projects, and providing strategic financial advisory to support client decision-making. The position requires developing tailored accounting systems, maintaining GAAP compliance, and serving as the primary liaison for client relationships. This opportunity is appealing due to the firm's recognition as a top accounting employer, a culture that encourages professional advancement and open communication, and a hybrid work model offering flexibility. The role provides a chance to work with diverse clients in a collaborative environment that values continuous improvement and community impact.

This full-time Managing Director role within EisnerAmper's Financial Advisory Services team leads complex bankruptcy and restructuring engagements for distressed companies and creditor groups. Key responsibilities include developing strategic turnaround plans, managing cross-functional teams for financial analysis and forensic investigations, and serving in fiduciary capacities such as trustee or financial advisor. The position also involves growing the practice through business development, mentoring team members, and representing the firm as an industry thought leader. The role is appealing due to the firm's collaborative culture, multiple workplace awards, and commitment to work-life balance. It offers hybrid flexibility with a preferred location in New York, providing opportunities for professional growth within one of the industry's fastest-growing advisory firms.

The Director of Business Valuation & Litigation Support role leads complex engagements within a growing advisory practice in Akron, operating on a hybrid basis. Key responsibilities include managing financial analyses, damage calculations, and expert reports for commercial litigation and M&A matters, while serving as an expert witness in court. The position also involves mentoring staff, overseeing project execution, and cultivating client relationships. This opportunity appeals to professionals seeking a leadership position with high-impact work in a collaborative environment, offering the chance to guide a team through intricate financial disputes.

This hybrid Tax Manager role supports a well-established accounting and advisory firm with over 50 years of history. The position involves leading a team of tax professionals while managing a diverse book of business. Key responsibilities include reviewing individual and corporate tax returns for compliance, driving business development initiatives to secure new clients, and collaborating across departments to streamline financial operations. The role appeals to seasoned professionals seeking a supportive environment that values mentorship and professional growth. Benefits include a flexible schedule, performance-based bonuses, comprehensive health coverage, and opportunities for advancement within a collaborative culture.

This independent contractor role targets career changers in Southern Arizona to build a financial advisory practice within WealthBridge Financial Group. The position involves developing comprehensive financial plans covering protection, retirement, and estate planning while serving diverse local markets including Tucson, Lake Havasu, and border communities. Key responsibilities include prospecting new clients, conducting weekly coaching sessions, and rapidly obtaining necessary state and securities licenses. The opportunity appeals to driven individuals seeking ownership of their business from day one, offering direct mentorship from the regional Managing Director, a structured training program, and a clear path to senior leadership. The arrangement provides flexible scheduling and access to a multi-carrier product platform without non-solicitation restrictions.

This Analyst role on the WealthAG Analytics team supports a call center-based advisory business by transforming data into actionable insights for financial advisors. Key responsibilities include developing machine learning prototypes, creating data alerts and reports, and collaborating with cross-functional partners to optimize business processes. The position offers a dynamic environment where early-career professionals can build core skills in data science and visualization while learning how analytics drives financial outcomes. The role appeals to detail-oriented individuals seeking mentorship and growth within a collaborative culture that values innovation and client success. This is a hybrid opportunity combining hands-on technical work with strategic business exposure.

This full-time BDC Finance Associate role supports Blackstone Credit's Business Development Company investment advisory business, focusing on accounting, finance, and reporting activities. Key responsibilities include coordinating with third-party administrators to ensure accurate accounting deliverables, maintaining shadow books and performing reconciliations, and assisting with the preparation of monthly, quarterly, and annual SEC filings. The position also involves monitoring regulatory compliance, overseeing portfolio valuation processes, and collaborating with investment and investor relations teams to prepare board materials and performance summaries. The role offers the opportunity to work within a globally recognized alternative asset management firm, providing exposure to complex credit instruments and significant professional growth in a collaborative environment.

This full-time commercial real estate role focuses on investment sales within a collaborative advisory team. The position involves developing client relationships, conducting property analysis and financial modeling, and leveraging proprietary tools to create markets for investment opportunities. The role appeals to entrepreneurial individuals seeking the freedom to build their own business while benefiting from extensive training, coaching, and a shared client database. The work arrangement supports independent goal setting and operates on a commission-only basis with unlimited earning potential.

This full-time Insurance & Retirement Advisor role supports the lead sales and advisory team at Vantage Insurance in Redlands, California. The position focuses on facilitating the financial planning workflow by preparing for client meetings, processing new business, and managing client onboarding. Key responsibilities include taking detailed meeting notes, sending recaps, maintaining CRM data, preparing illustrations and reports, and assisting clients with applications for life insurance and annuities. The role also involves coordinating underwriting and policy delivery processes while ensuring clients complete satisfaction surveys. This opportunity appeals to individuals seeking a collaborative environment that values integrity and excellence. The position requires a minimum of two years of experience in the industry and a valid life insurance license, offering a chance to work closely with senior leadership in a supportive team setting.

This senior accounting role within Cherry Bekaert's Finance & Accounting Outsourcing practice supports clients in the captive insurance industry. The position involves managing day-to-day accounting operations, including premium revenue recognition, loss reserve accruals, and complex balance sheet reconciliations. Key responsibilities include preparing monthly and quarterly financial packages, overseeing regulatory filings, and supervising staff accountants to ensure accurate and timely deliverables. The role appeals to professionals seeking a collaborative environment that values integrity and continuous career growth. It offers the opportunity to work with diverse teams, including actuaries and external auditors, while contributing to process improvements. The position is based within a firm known for fostering inclusion and providing flexibility to balance impactful work with personal life.

The International Tax Manager role involves leading tax compliance and strategy for a well-established accounting and advisory firm with over 50 years of history. Key responsibilities include researching and interpreting US outbound international tax laws, managing foreign entity planning, and overseeing the preparation of complex disclosure forms such as 5471 and 8865. The position also requires maximizing benefits from US Income Tax Treaties and participating in business development efforts. This opportunity appeals to candidates seeking a collaborative environment that values technical expertise and offers a flexible 37.5-hour work week, performance-based bonuses, and comprehensive benefits including tuition assistance and parental leave.

This Investment Banking Associate role within the Corporate Finance Business Services group at Houlihan Lokey focuses on delivering strategic M&A advisory to professional and technology-related service companies. Key responsibilities include building complex financial models, conducting business due diligence, preparing marketing materials and presentations, and supporting the execution of transactions. The position offers a collegial yet entrepreneurial environment where associates work on four-person deal teams with substantial responsibility. The role is appealing for its opportunity to mentor junior staff, engage with senior-level clients, and contribute to a firm recognized as a top global M&A advisor. The position is based in New York.

The Middle School English and Reading Teacher role at June Shelton School involves guiding students with learning differences through specialized instruction and advisory support. Key responsibilities include designing multi-sensory lessons, managing classroom structure, and collaborating with families and colleagues to ensure student success. This position appeals to educators passionate about empowering diverse learners within a mission-driven environment that offers generous time off, comprehensive benefits, and opportunities for professional growth. The role is based on-site in Dallas and requires active engagement with students both inside and outside the classroom.

This full-time Senior Associate role within BRG's Corporate Finance practice focuses on Turnaround and Restructuring advisory for underperforming companies and private equity clients. The position involves executing complex financial modeling tasks, including three-statement models, 13-week cash flow projections, and scenario planning to support client engagements. Key responsibilities include preparing client presentations, analyzing operational data, and contributing to business development efforts like marketing and pitches. The role appeals to professionals seeking a fast-growing, entrepreneurial environment that values agility, interdisciplinary collaboration, and the application of advanced data science alongside traditional finance expertise. Based in Boston, the position requires occasional travel and offers the opportunity to work with a diverse team of experts on high-stakes financial challenges.

The Global Employer Services Expatriate Tax Experienced Manager role involves leading tax compliance and strategy for international assignees within a global advisory firm. Key responsibilities include structuring international assignments, reviewing and signing tax returns for inbound and outbound employees, managing client relationships, and supervising a team of associates. The position also requires business development efforts and providing expert guidance on tax policy changes. This opportunity is appealing due to the firm's unique Employee Stock Ownership Plan, which allows professionals to share in the company's growth, alongside a culture that emphasizes flexibility, meaningful connections, and career advancement. The role supports a diverse, global team focused on delivering impactful solutions to middle-market clients.

The Senior Manager, Management Consulting role leads high-value advisory engagements in technology enablement, finance transformation, and accounting operations. Key responsibilities include managing cross-functional teams through all project stages, overseeing engagement economics and quality control, and driving business development through client pursuits and thought leadership. The position offers the appeal of a collaborative culture centered on professional growth and meaningful impact, supported by a unique Employee Stock Ownership Plan that allows team members to share in the firm's success. While the role requires significant travel, it provides opportunities for advancement and the flexibility to work within a diverse, inclusive environment focused on helping clients achieve sustainable outcomes.

This hybrid Wealth Advisor role is based in the Cherry Creek, Denver office and supports the Client Advisory Team at Curi Capital, a rapidly growing national registered investment advisory firm. The position involves providing comprehensive financial planning services, including asset allocation, estate and tax planning, and insurance analysis for established clients. Key responsibilities also include growing the client base through business development, community involvement, and collaborating with the team to maintain strong client relationships. The role appeals to self-driven professionals seeking a collaborative culture rooted in accountability and service, offering opportunities for meaningful impact on clients' financial futures. The work arrangement requires a minimum of three days in the office, complemented by flexible time off and comprehensive benefits.

This entry-level Financial Solutions Advisor role in the Scottsdale area serves as a registration candidate program designed to launch careers in financial advisory. The position involves obtaining essential industry licenses, including the SIE, Series 7, and Series 66, through dedicated training and coaching. Key responsibilities include building client relationships, analyzing complex financial needs, and providing comprehensive advice on banking and investment solutions. The role appeals to candidates seeking a structured career path with world-class onboarding, opportunities for rapid advancement to Stage II, and the ability to impact clients' financial lives. The work arrangement is primarily in-office at a financial center with a hybrid phone-based training phase, operating on a Monday through Saturday schedule.

This entry-level Financial Solutions Advisor role at Bank of America focuses on developing a career in financial advisory within the Park Slope area. The position begins with a structured training program where candidates earn essential industry licenses, including the SIE, Series 7, and Series 66. Key responsibilities involve building client relationships, analyzing complex financial needs, and providing comprehensive banking and investment solutions to diverse customers. The role appeals to individuals seeking a clear path for professional growth, offering dedicated coaching, world-class onboarding, and opportunities to advance into senior advisory positions. The work arrangement is primarily in-office at a financial center with a standard full-time schedule that includes rotating Saturdays.

The Audit Manager-Healthcare role involves leading assurance and consulting engagements for middle market clients within the healthcare sector at a rapidly growing public accounting firm. Key responsibilities include managing fieldwork, assessing internal controls, providing financial statement guidance, and mentoring staff to foster their professional growth. The position appeals to candidates seeking industry specialization and a trusted business advisor relationship with clients. It offers a flexible work arrangement with autonomy over schedules, a supportive culture focused on employee development, and opportunities for upward career trajectory within a transparent, client-centric organization.

This role is a Healthcare Insurance Producer position within a nationally recognized, privately held risk advisory firm. The professional will drive new business growth by prospecting and selling to healthcare organizations, including hospitals and medical groups. Key responsibilities include conducting consultative sales conversations on risk management and benefits, building relationships with C-Suite executives, and managing a book of business to generate long-term residual revenue. The position appeals to entrepreneurial sales professionals seeking autonomy, uncapped commission potential, and full ownership of their client portfolio without geographic territory restrictions. The company provides comprehensive support infrastructure, allowing the role to focus entirely on sales and strategy rather than administrative servicing.

The Global Fund Tax Manager role at Franklin Templeton supports the Global Fund Tax team in delivering compliance and advisory services for diverse investment vehicles, including mutual funds, REITs, and private funds. Key responsibilities include providing expert tax guidance on complex operational issues involving alternative investments, managing governance frameworks, and leading process improvement and automation initiatives to enhance efficiency. The position appeals to professionals seeking a collaborative, inclusive culture with significant opportunities for career growth, continuous learning, and exposure to innovative financial structures. This hybrid role requires three days onsite in either Boston or Rancho Cordova, offering a balanced work arrangement within a dynamic global organization.