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Engagement Financial Advisor Jobs (NOW HIRING)

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Engagement Financial Advisor information

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$36K

$102.1K

$144K

How much do engagement financial advisor jobs pay per year?

As of Aug 24, 2026, the average yearly pay for engagement financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is an engagement financial advisor?

Engagement Financial Advisors (EFAs) are professionals who provide financial management and analysis for specific client engagements or projects, typically within consulting or professional services firms. They work closely with project managers and client teams to oversee budgeting, forecasting, billing, and financial reporting. EFAs help ensure projects are delivered on time, within budget, and in compliance with both company policies and client requirements. Their role is crucial in managing financial risks and supporting decision-making throughout the engagement lifecycle.

How does an engagement financial advisor typically collaborate with project managers and client teams?

Engagement Financial Advisors work closely with project managers and client teams to provide financial insights and ensure projects remain on budget and meet financial targets. They often participate in project planning meetings, develop financial forecasts, and monitor ongoing project costs. Effective communication and collaboration are essential, as they must translate complex financial data into actionable recommendations for non-financial stakeholders. This collaborative approach helps drive project success and maintain strong client relationships.

What are the key skills and qualifications needed to thrive as an engagement financial advisor, and why are they important?

To thrive as an Engagement Financial Advisor, you need strong financial analysis, project accounting, and business acumen, typically supported by a degree in finance, accounting, or a related field. Proficiency with financial management software (such as SAP or Oracle), advanced Excel skills, and sometimes CPA or similar certifications are highly valued. Exceptional communication, problem-solving, and stakeholder management skills help you collaborate effectively and advise project teams. These competencies are crucial for ensuring accurate financial tracking, risk management, and supporting profitable project delivery within client engagements.

What is the difference between Engagement Financial Advisor vs Investment Advisor?

AspectEngagement Financial AdvisorInvestment Advisor
CertificationsSeries 7, 66, CFP (often)Series 65/66, CFP (common)
Work EnvironmentClient meetings, financial planning, engagement managementPortfolio management, investment analysis, client advising
Employer & Industry UsageFinancial planning firms, banks, wealth managementRegistered investment advisory firms, banks, independent advisors

The Engagement Financial Advisor and Investment Advisor roles often overlap in certifications and client interaction. However, Engagement Financial Advisors typically focus more on client engagement, financial planning, and relationship management, while Investment Advisors concentrate on managing investment portfolios and providing investment advice. Both roles are essential in the financial industry and may share similar credentials and work environments.

More about Engagement Financial Advisor jobs
Infographic showing various Engagement Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027

Deloitte

Dallas, TX

Temporary

Posted 11 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

46th of 151 rated financial services


Job description

Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs provide high-quality engagement financial management activities through all aspects of the full project life cycle. Their greatest value, however, is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.


Work you'll do
As an Account and Engagement Finance Services Associate on the Engagement Financial Advisor (EFA) team, you will be responsible for supporting engagement financial management activities across the project life cycle, with a focus on revenue, margins, and cost of delivery. You will:
* Support engagement leadership in managing revenue and margins by monitoring cost of delivery and overall engagement profitability
* Maintain compliance with client policies and perform financial analysis, including budgeting, forecasting, and cost variance analysis
* Support engagement billing and receivables processes and help monitor engagement financial performance
* Develop and track key performance indicators and communicate with engagement teams, finance, and other stakeholders to help keep work on track and within scope
* Collaborate with other EFAs across the practice, including practitioners in India, to support engagement financial management activities
A successful candidate would possess these skills:
* Ability to work independently and collaborate as part of a team
* Effective written and verbal communication skills
* Meticulous attention to detail and quality of work product
* Ability to build and sustain professional relationships
* Ability to lead projects or workstreams
* Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
* Strong interpersonal skills and professional demeanor
* Ability to meet deadlines
* Ability to provide clear guidance to others
The team
Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients define what they need and how it can be delivered. We work with internal stakeholders to define their projects' scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects' phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients' projects on track and on cost.
The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most value for you, your teams, and your clients when performed together in-person. We believe that in-person time is a necessary part of building relationships, facilitating teamwork, and supporting our culture. Currently the ability to travel outside of your Deloitte office location is expected to be up to 10% for in-person training and development opportunities.
Qualifications
Required:
* Must be currently enrolled in an accredited college or university and expected to graduate by Summer 2027, or have completed a bachelor's degree or higher in Accounting, Finance, Business Management, Economics, or another related business discipline/equivalent program

* You must reside within a commutable distance (e.g., 100mile radius) by your start date and be able to commute daily, if required. You can expect to co-locate on average 1 time per week with variations based on types of work/projects
* Intermediate proficiency in Microsoft Excel and Microsoft PowerPoint
* Strong academic track record (3.0 cumulative GPA required)
* Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
* Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
* Candidates must be at least 18 years of age at the time of employment
Preferred:
* 3.2 cumulative GPA preferred

Qualifications:

Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs provide high-quality engagement financial management activities through all aspects of the full project life cycle. Their greatest value, however, is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.


Work you'll do
As an Account and Engagement Finance Services Associate on the Engagement Financial Advisor (EFA) team, you will be responsible for supporting engagement financial management activities across the project life cycle, with a focus on revenue, margins, and cost of delivery. You will:
* Support engagement leadership in managing revenue and margins by monitoring cost of delivery and overall engagement profitability
* Maintain compliance with client policies and perform financial analysis, including budgeting, forecasting, and cost variance analysis
* Support engagement billing and receivables processes and help monitor engagement financial performance
* Develop and track key performance indicators and communicate with engagement teams, finance, and other stakeholders to help keep work on track and within scope
* Collaborate with other EFAs across the practice, including practitioners in India, to support engagement financial management activities
A successful candidate would possess these skills:
* Ability to work independently and collaborate as part of a team
* Effective written and verbal communication skills
* Meticulous attention to detail and quality of work product
* Ability to build and sustain professional relationships
* Ability to lead projects or workstreams
* Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
* Strong interpersonal skills and professional demeanor
* Ability to meet deadlines
* Ability to provide clear guidance to others
The team
Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients define what they need and how it can be delivered. We work with internal stakeholders to define their projects' scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects' phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients' projects on track and on cost.
The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most value for you, your teams, and your clients when performed together in-person. We believe that in-person time is a necessary part of building relationships, facilitating teamwork, and supporting our culture. Currently the ability to travel outside of your Deloitte office location is expected to be up to 10% for in-person training and development opportunities.
Qualifications
Required:
* Must be currently enrolled in an accredited college or university and expected to graduate by Summer 2027, or have completed a bachelor's degree or higher in Accounting, Finance, Business Management, Economics, or another related business discipline/equivalent program

* You must reside within a commutable distance (e.g., 100mile radius) by your start date and be able to commute daily, if required. You can expect to co-locate on average 1 time per week with variations based on types of work/projects
* Intermediate proficiency in Microsoft Excel and Microsoft PowerPoint
* Strong academic track record (3.0 cumulative GPA required)
* Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
* Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
* Candidates must be at least 18 years of age at the time of employment
Preferred:
* 3.2 cumulative GPA preferred

Education:Bachelor's DegreeEmployment Type:

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