Endeavor Advisors
Associate financial advisor
Prepare for client meetings with the Lead Advisor, determine account types for clients, and actively communicate with clients for documentation and follow-ups.

Levelociti
·TodayLevelociti
·TodayLocation
remote, United States
Salary
$135k/yr
Commitment
Full Time
Level
Lead / Manager
Remote Transaction Advisory Associate or Supervisor
Location: 100% Remote (US-based)
Compensation: Up to $135,000 base + performance bonus
Requirements: 3+ years transaction advisory experience
We are an independently owned and Top Rated full-service CPA and advisory firm with decades of history - and a reputation built entirely through organic growth and low turnover. We are hiring a Transaction Advisory Team Member to join a growing TAS practice - a high-impact team with immediate opportunity to shape how the practice develops and a clear path to Partner for the right person.
Why This Role Stands Out:
What You Will Do:
What We Are Looking For:
What We Offer:
This is a strong opportunity for an experienced professional who wants to continue advancing their career without sacrificing flexibility, work-life balance, or long-term earning potential.
*** We are also looking for 100% Remote Tax/Audit Seniors and Tax/Audit Managers. Please email your resume to alex.acevedo@levelociti.com to discuss this position and/or other opportunities further ***
To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/
Please email your resume to alex.acevedo@levelociti.com to discuss this position and/or other opportunities further
Endeavor Advisors
Prepare for client meetings with the Lead Advisor, determine account types for clients, and actively communicate with clients for documentation and follow-ups.

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