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Financial Advisory Jobs in the United States

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Jobs

Audit Senior - Assurance & Advisory SingerLewak LLP

Oxnard, CA

$40.86–$47.12 / hour

The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolution. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year.

11 days ago

Research Director, IT Financial Management Info-Tech Research Group

You will provide experience-based benchmarking insight and guidance that helps IT leaders drive measurable results, maintaining an active pulse on the needs of Members located globally and staying current on industry developments so you can deliver exceptional service across calls and benchmark engagements - in collaboration with analysts, Research Directors, and colleagues across the Research Division. You will work for a rapidly growing company that understands the importance of supporting employees through flexibility, inclusiveness, learning and development, internal career mobility, measurement of the Employee Experience and actioning on employee feedback, and building strong relationships.

1 day ago

Transaction Advisory Services Senior Consultant Plante & Moran

Southfield, Michigan

Responsibilities include researching industry and target data, building financial models, analyzing financial statements under GAAP, calculating adjustments, preparing reports, presenting findings, participating in client meetings, and assisting with project scoping. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

28 days ago

BAS Principal - Valuation, Financial Forensics, Litigation (VFL) LitmanGerson Associates

Woburn, MA

$140,000–$230,000 / year
Full time
Quick Apply

specializing in a given subset Education and Experience:Bachelor's degree in Accountancy, Marketing, Finance, or a related fieldMaster's degree in Accountancy, Marketing, Finance or a plan to pursue preferredOne or more of the following credentials: certified public accountant (CPA), certified valuation analyst (CVA), accredited in business valuation (ABV), chartered financial analyst (CFA), certified business appraiser (CBA), accredited senior appraiser (ASA), certified divorce financial analyst (CDFA) CPA, CVA, ABV, CBA, or ASA certification is required 10+ years' of recent experience in a related field, with a proven ability to lead and develop client relationships. Acts as the firm's preeminent resource in specific technical areasProvides advice and council to clients, partners, and staffManages client expectations, develop solutions, and champions the implementation of client needs and ideasConsistently meets client deadlines timely and adheres to delivering specific client scopesIdentifies and recommends additional services that would be beneficial to clientsProvides exceptional customer service, ensuring client understands services, processes, etc.

30+ days ago

Financial Wellness Consultant Creative Planning Inc

National

$90,000–$100,000 / year

The Financial Wellness Consultant executes strategic education programs, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broader team to ensure each individual receives the right level of support. This role combines participant-focused education delivery with relationship-centric financial planning support, helping individuals make informed decisions about their financial lives and, when appropriate, connecting them with Creative Planning's comprehensive wealth management services for deeper guidance.

30+ days ago

Senior Manager-Financial Advisory Services (OCFO Advisory) Berkowitz Pollack Brant

Miami, Florida

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client’s organization.

30+ days ago

Healthcare Investment Banking, Vice President, NY, Global Advisory Rothschild & Co SCA

New York, NY

$250,000–$275,000 / year

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions - Global Advisory, Wealth Management, Asset Management and Five Arrows. Given the global nature of our firm and broad reach of our M&A practice, this role will involve working collaboratively with colleagues in the North American industry coverage teams and other colleagues globally on international / cross-border projects.

30+ days ago

Lutz Financial Intern + Summer 2027 Lutz and Company PC

Omaha, NE

As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client's unique goals, whether that's building a secure financial future, managing investments, or designing retirement plans for businesses. We don't just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters.

30+ days ago

Project Manager, Federal Health Advisory Guidehouse Careers

MCLEAN, VA

$113,000–$188,000 / year

In addition to client delivery, you will play a key leadership role within the account by: Developing and mentoring junior team members, building core consulting, communication, and delivery skills. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

Today

Associate Director - Life Science Advisory - US Market Access Guidehouse Careers

BOSTON, MA

$162,000–$270,000 / year

Design and manage project teams to execute pharmaceutical market access and pricing strategy projects, both qualitative and quantitative, including overseeing development of materials and facilitating discussions as required. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

Today

Audit Manager, Assurance & Advisory - U.S. State and Local Government Sector SingerLewak

Albany, Oregon

The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolution. Responsible for creating, tracking and adhering to budgets for assigned Assurance and Advisory engagements; responsible for investigating and explaining budget overruns to Director or Partner and proactively identifying scope expansion opportunities.

30+ days ago

Financial Services Representative – State Farm Agent Team Member Raymond Scott - State Farm Agent

Dallas, TX

Full time

As a Financial Services Representative – State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for a driven, people-first professional who wants to build a meaningful career helping families protect what matters most and grow their wealth. You're joining Raymond Scott - State Farm Agent — a top-tier State Farm agency with a track record of developing talent and a genuine commitment to needs-based, customer-first selling.

30+ days ago

Financial and Operations Principal Marsh McLennan

Urbandale, New York

$138,100–$276,200 / year

Company: Marsh Description: We are seeking an experienced professional to join our Controllership team as the Financial and Operations Principal for the following entities: MMA Securities LLC ("MMAS"): a registered broker dealer and registered investment advisor engaged in retirement investment advisory consulting and the sale of mutual fund and variable insurance products. In addition, this role is responsible for coordinating annual audits and regulatory examinations, preparing and filing regulatory reports, preparation of internal management reports for business leadership, reviewing financial records and general ledger accounts reconciliations, and ensuring compliance with FINRA/SEC regulations while supporting special projects and initiatives.

23 days ago

Sr. Manager, Cybersecurity Advisory Visa

Ashburn, VA

$138,300–$221,600 / year

Demonstrated depth in cybersecurity risk management and experience across multiple domains, such as security architecture, cloud or application security, identity and access management, vulnerability management, data protection, incident response, threat intelligence, or cyber resilience. Within VCA’s North America Risk Practice, Cybersecurity Advisory helps clients assess, prioritize, and manage cybersecurity and cyber-enabled risk through advisory and managed services.

6 days ago

Vice President - Financial Crimes Risk Officer - Client Advisory (Wealth Management And U.S. Banks Financial Crimes Risk) Morgan Stanley

Houston, TX

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services.

30+ days ago

Stifel Capital Structure Advisory Senior Analyst / Junior Associate Stifel Financial Corp

New York, NY

Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Stifel's Capital Structure Advisory group has over two decades of experience guiding companies, creditors, shareholders, and sponsors through complex financial restructurings, recapitalizations, and strategic transactions.

30+ days ago

Family Offices Advisory Services - Manager Ernst & Young Global Ltd

New York, NY

$106,500–$195,100 / year

If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. You will become a trusted advisor to your clients and a role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.

30+ days ago

Director, Transaction Advisory Services // Healthcare & Life Sciences Portage Point Partners LLC

Atlanta, GA

$550,000–$850,000 / year

Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Partner directly with senior Portage Point leaders and clients to develop comprehensive transaction solutions across the healthcare and life sciences continuum, including providers, payers, pharma, medtech and digital health.

30+ days ago

Senior Associate, Compliance Advisory Chime USA, Inc.

San Francisco, CA

Remote

The role supports consumer complaint oversight, new and existing product operations advisory, agent readiness, member- and agent-facing communications, and process improvement while identifying consumer and regulatory risks and helping drive issues through remediation and implementation. Support agent readiness for new products and changes to existing products by partnering on agent-facing communications, member-facing communications, help center articles, training, and other agent-ready content.

18 days ago

Senior Director - Transaction Advisory - Financial Due Diligence Alvarez & Marsal Transaction Advisory Group, LLC

Houston, TX

Full time

TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world. As a Senior Director, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services.

14 days ago

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Financial Advisory Jobs in the United States

Audit Senior - Assurance & Advisory SingerLewak LLP

Research Director, IT Financial Management Info-Tech Research Group

Transaction Advisory Services Senior Consultant Plante & Moran

BAS Principal - Valuation, Financial Forensics, Litigation (VFL) LitmanGerson Associates

Financial Wellness Consultant Creative Planning Inc

Senior Manager-Financial Advisory Services (OCFO Advisory) Berkowitz Pollack Brant

Healthcare Investment Banking, Vice President, NY, Global Advisory Rothschild & Co SCA

Lutz Financial Intern + Summer 2027 Lutz and Company PC

Project Manager, Federal Health Advisory Guidehouse Careers

Associate Director - Life Science Advisory - US Market Access Guidehouse Careers

Audit Manager, Assurance & Advisory - U.S. State and Local Government Sector SingerLewak

Financial Services Representative – State Farm Agent Team Member Raymond Scott - State Farm Agent

Financial and Operations Principal Marsh McLennan

Sr. Manager, Cybersecurity Advisory Visa

Vice President - Financial Crimes Risk Officer - Client Advisory (Wealth Management And U.S. Banks Financial Crimes Risk) Morgan Stanley

Stifel Capital Structure Advisory Senior Analyst / Junior Associate Stifel Financial Corp

Family Offices Advisory Services - Manager Ernst & Young Global Ltd

Director, Transaction Advisory Services // Healthcare & Life Sciences Portage Point Partners LLC

Senior Associate, Compliance Advisory Chime USA, Inc.

Senior Director - Transaction Advisory - Financial Due Diligence Alvarez & Marsal Transaction Advisory Group, LLC

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