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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 Jul 21, 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 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.

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 Engagement Financial Advisors?

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 much does an engagement financial advisor at Deloitte make?

An engagement financial advisor at Deloitte typically earns a salary ranging from $70,000 to $120,000 annually, depending on experience, location, and level within the firm. Compensation may also include bonuses and benefits aligned with industry standards for financial advisory roles.

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.

Can financial advisors make $500,000 a year?

Financial advisors, including engagement financial advisors, can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or in senior roles. Achieving this level often requires strong sales skills, certifications like the CFP or CFA, and experience in managing large accounts or working in affluent markets.

Is $200,000 enough to work with a financial advisor?

For an Engagement Financial Advisor, a $200,000 investment is generally sufficient to receive personalized financial planning and investment management services, as many advisors set minimum account sizes ranging from $50,000 to $250,000. The advisor's fees, which can be a percentage of assets under management or flat fees, will influence how much of that amount is actively managed or invested. Having a higher investment amount often allows for more comprehensive advice and access to a broader range of financial products.

What does an engagement financial advisor do?

An engagement financial advisor works directly with clients to develop personalized financial plans, provide investment advice, and help achieve their financial goals. They analyze clients' financial situations, recommend suitable strategies, and often use financial planning tools and certifications to ensure effective guidance.
More about Engagement Financial Advisor jobs
What job categories do people searching Engagement Financial Advisor jobs look for? The top searched job categories for Engagement Financial Advisor jobs are:
Infographic showing various Engagement Financial Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Firm Account and Engagement Finance Specialist Lead

Firm Account and Engagement Finance Specialist Lead

Deloitte

Chicago, IL • Hybrid

$38K - $44K/yr

Other

Re-posted 12 days ago


Deloitte rating

8.1

Company rating: 8.1 out of 10

Based on 90 frontline employees who took The Breakroom Quiz

59th of 148 rated financial services


Job description

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 leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements.

Recruiting for this role ends on August 9th 2026.
Work you'll do
As a Senior Consultant, Engagement Financial Advisor (EFA), you will lead and oversee financial management activities across one or more engagement teams, managing the financial analysis and reconciliation processes and implementation of engagement management controls. You will supervise junior EFA staff, including task management and deliverable quality reviews.

  • Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, expense, etc.
  • Perform various financial analyses such as reconciliations and variance analysis.
  • Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.
  • Track expenditures and manage client bill and receivable collection functions.
  • Conduct quality reviews and provide feedback on the technical work products of junior resources.
  • Develop and implement standards and processes for engagement management, quality management, and risk management.
  • Support the growth and career development of junior resources by serving as an informal mentor and a formal coach to their assigned teams, providing them with career and professional development guidance.
  • Participate in formal performance assessment activities for assigned staff.
  • Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives; and
  • Prepare and facilitate firm training sessions on a variety of topics and methodologies

The successful candidate will posses these skills:

  • Strong oral and written communication skills, including excellent presentation skills
  • Intermediate to advanced Excel and PowerPoint skills
  • Ability to work effectively as a member of a team
  • Attention to detail and ability to handle multiple tasks in a fast-paced environment
  • Ability to "think outside the box" while identifying problems and developing creative solutions
  • Demonstrated attention to detail and adherence to project deadlines
  • Experience producing and delivering appropriate communications to C-level Executives

The Team

The Engagement Financial Advisor team supports Deloitte consulting professionals by helping them manage the financial and operational aspects of client projects. The team works closely with internal stakeholders to support project planning, budgeting, forecasting, financial reporting, and overall project financial performance.This role offers the opportunity to build leadership skills while working on large-scale, complex engagements, managing junior staff, and serving as a key financial advisor to engagement leadership.

The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.

Qualifications 

Required:

  • Bachelor's Degree and minimum of 5 years of experience in a financial analysis role
  • Minimum of 5 years of experience with the entire Microsoft Office Suite, including advanced level PowerPoint and advance to expert Excel Skills (Excel certification will be required post-hire)
  • Experience summarizing results and producing management reports
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Ability to work in your local office at a minimum of one day per week
  • Candidates located within a commutable distance to one of the select locations available for this role
  •  Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred:

  • Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
  • Experience in a professional services firm
  • Experience with MS Suite applications

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,300 to $155,400.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. 

Qualifications:

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 leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements.

Recruiting for this role ends on August 9th 2026.
Work you'll do
As a Senior Consultant, Engagement Financial Advisor (EFA), you will lead and oversee financial management activities across one or more engagement teams, managing the financial analysis and reconciliation processes and implementation of engagement management controls. You will supervise junior EFA staff, including task management and deliverable quality reviews.

  • Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, expense, etc.
  • Perform various financial analyses such as reconciliations and variance analysis.
  • Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.
  • Track expenditures and manage client bill and receivable collection functions.
  • Conduct quality reviews and provide feedback on the technical work products of junior resources.
  • Develop and implement standards and processes for engagement management, quality management, and risk management.
  • Support the growth and career development of junior resources by serving as an informal mentor and a formal coach to their assigned teams, providing them with career and professional development guidance.
  • Participate in formal performance assessment activities for assigned staff.
  • Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives; and
  • Prepare and facilitate firm training sessions on a variety of topics and methodologies

The successful candidate will posses these skills:

  • Strong oral and written communication skills, including excellent presentation skills
  • Intermediate to advanced Excel and PowerPoint skills
  • Ability to work effectively as a member of a team
  • Attention to detail and ability to handle multiple tasks in a fast-paced environment
  • Ability to "think outside the box" while identifying problems and developing creative solutions
  • Demonstrated attention to detail and adherence to project deadlines
  • Experience producing and delivering appropriate communications to C-level Executives

The Team

The Engagement Financial Advisor team supports Deloitte consulting professionals by helping them manage the financial and operational aspects of client projects. The team works closely with internal stakeholders to support project planning, budgeting, forecasting, financial reporting, and overall project financial performance.This role offers the opportunity to build leadership skills while working on large-scale, complex engagements, managing junior staff, and serving as a key financial advisor to engagement leadership.

The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.

Qualifications 

Required:

  • Bachelor's Degree and minimum of 5 years of experience in a financial analysis role
  • Minimum of 5 years of experience with the entire Microsoft Office Suite, including advanced level PowerPoint and advance to expert Excel Skills (Excel certification will be required post-hire)
  • Experience summarizing results and producing management reports
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
  • Ability to work in your local office at a minimum of one day per week
  • Candidates located within a commutable distance to one of the select locations available for this role
  •  Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred:

  • Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
  • Experience in a professional services firm
  • Experience with MS Suite applications

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,300 to $155,400.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. 

Education:Bachelor's DegreeEmployment Type:

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