Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027
Denver, CO · On-site
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027
Denver, CO · On-site
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027
Miami, FL · On-site
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027
Miami, FL · On-site
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027
Austin, TX · On-site
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027
Austin, TX · On-site
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. EFAs ...
Firm Account and Engagement Finance Specialist Lead
Denver, CO · Hybrid
$38K - $44K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Denver, CO · Hybrid
$38K - $44K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Tempe, AZ · Hybrid
$35K - $41K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Tempe, AZ · Hybrid
$35K - $41K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Grand Rapids, MI · Hybrid
$36K - $41K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Grand Rapids, MI · Hybrid
$36K - $41K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Lake Mary, FL · Hybrid
$32K - $37K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Lake Mary, FL · Hybrid
$32K - $37K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Miami, FL · Hybrid
$35K - $41K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Miami, FL · Hybrid
$35K - $41K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Tampa, FL · Hybrid
$35K - $40K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Tampa, FL · Hybrid
$35K - $40K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Dallas, TX · Hybrid
$37K - $42K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Dallas, TX · Hybrid
$37K - $42K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Philadelphia, PA · Hybrid
$37K - $43K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Philadelphia, PA · Hybrid
$37K - $43K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Gilbert, AZ · Hybrid
$37K - $42K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Gilbert, AZ · Hybrid
$37K - $42K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Detroit, MI · Hybrid
$37K - $42K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Detroit, MI · Hybrid
$37K - $42K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Atlanta, GA · Hybrid
$36K - $41K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Atlanta, GA · Hybrid
$36K - $41K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Chicago, IL · Hybrid
$38K - $44K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Chicago, IL · Hybrid
$38K - $44K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Charlotte, NC · Hybrid
$36K - $42K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Firm Account and Engagement Finance Specialist Lead
Charlotte, NC · Hybrid
$36K - $42K/yr
Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and ...
Engagement Financial Advisor information
See salary details
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
How much do engagement financial advisor jobs pay per year?
What is an engagement financial advisor?
How does an engagement financial advisor typically collaborate with project managers and client teams?
What are the key skills and qualifications needed to thrive as an engagement financial advisor, and why are they important?
What is the difference between Engagement Financial Advisor vs Investment Advisor?
| Aspect | Engagement Financial Advisor | Investment Advisor |
|---|---|---|
| Certifications | Series 7, 66, CFP (often) | Series 65/66, CFP (common) |
| Work Environment | Client meetings, financial planning, engagement management | Portfolio management, investment analysis, client advising |
| Employer & Industry Usage | Financial planning firms, banks, wealth management | Registered 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.
What job categories do people searching Engagement Financial Advisor jobs look for?
The top searched job categories for Engagement Financial Advisor jobs are:

Internal Services - Associate - Firm Account and Engagement Finance Services - Summer/Fall 2027
Dallas, TX
Temporary
Posted 11 days ago
Deloitte rating
8.2
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
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
About Deloitte
Sourced by ZipRecruiter
Industry
Finance and insurance and business management consulting
Company size
10,000+ Employees
Headquarters location
Orlando, FL, US