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Engagement Financial Advisor Jobs (NOW HIRING)

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Mission of the Position The Client Advisor serves as a primary relationship manager, taking full ownership of client engagement and delivering comprehensive, high-quality financial planning. This ...

Simon Quick Advisors

Financial Advisor

Morristown, NJ · On-site

$200K - $250K/yr

Mission of the Position The Client Advisor serves as a primary relationship manager, taking full ownership of client engagement and delivering comprehensive, high-quality financial planning. This ...

Merit Financial Advisors

Financial Advisor

Albany, GA · On-site

... with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were ... Merit Financial Advisors offers competitive compensation based on experience, qualifications ...

Thrivent Financial

Financial Advisor

Sioux City, IA

$165K/yr

... technology, engagement, and experienced advisors-as you build your business. Desired ... Whether you're a seasoned financial professional or looking for a career change, you could be a ...

Boutique Recruiting

Financial Advisor

Jacksonville, FL · On-site

... engagement and relationship building. With a robust marketing strategy in place, the advisor will ... Financial Advisor Responsibilities: * Review financial plans developed by the planning team

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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 Jun 11, 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, with entry-level roles starting at the lower end of the range.

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, having $200,000 in assets or income can be sufficient to seek personalized financial advice, as many advisors work with clients who have a range of asset levels. The suitability depends on the advisor's fee structure, services offered, and your financial goals, but this amount generally allows for meaningful planning and investment management. Some advisors may require higher minimums, while others offer services for clients with lower assets, especially if they focus on comprehensive financial planning.

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:
Engagement Financial Advisor jobs near you
Infographic showing various Engagement Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 3% As Needed, 38% Full Time, 52% Part Time, and 7% 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.
Associate, Account and Engagement Finance Services

Associate, Account and Engagement Finance Services

Deloitte

Atlanta, GA

Other

Posted 21 days ago

Deloitte rating

8.1

Company rating: 8.1 out of 10

Based on 86 frontline employees who took The Breakroom Quiz

58th of 138 rated financial services

Job description

Are you a passionate about innovation, solving complex business challenges, and driving real impact in the marketplace? Do you thrive in a collaborative environment that challenges the status quo and fosters bold thinking? If so, Deloitte's GPS Engagement Financial Advisor (EFA) team might be the perfect place for you!

Work you'll do

As an Associate on the Account and Engagement Finance Services team, you will be responsible for:

  • Support account and engagement financial processes, including budgeting, forecasting, invoicing, reconciliations, and reporting
  • Prepare, review, and maintain financial data for client accounts and engagements across multiple workstreams
  • Track financial activity and identify variances, discrepancies, and items requiring follow-up
  • Use financial systems and reporting tools to analyze data and support account management activities
  • Coordinate with cross-functional stakeholders to support engagement financial operations and meet reporting deadlines

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 GPS EFA practice supports engagement teams in defining requirements we sign up to in our contracts. We help to define staffing and other forecast items in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' 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.

Qualifications

Required:

  • Bachelor's degree
  • 1+ years of experience in a finance/financial analysis role
  • 1+ years of experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
  • 1+ years of experience summarizing results and producing management reports
  • Ability to travel 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.

Preferred:

  • Experience in a professional services environment
  • Experience supporting account or engagement financial management activities
  • Experience preparing financial reports for leadership or business stakeholders
  • Experience with enterprise resource planning platforms or customer relationship management systems
Qualifications:

Are you a passionate about innovation, solving complex business challenges, and driving real impact in the marketplace? Do you thrive in a collaborative environment that challenges the status quo and fosters bold thinking? If so, Deloitte's GPS Engagement Financial Advisor (EFA) team might be the perfect place for you!

Work you'll do

As an Associate on the Account and Engagement Finance Services team, you will be responsible for:

  • Support account and engagement financial processes, including budgeting, forecasting, invoicing, reconciliations, and reporting
  • Prepare, review, and maintain financial data for client accounts and engagements across multiple workstreams
  • Track financial activity and identify variances, discrepancies, and items requiring follow-up
  • Use financial systems and reporting tools to analyze data and support account management activities
  • Coordinate with cross-functional stakeholders to support engagement financial operations and meet reporting deadlines

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 GPS EFA practice supports engagement teams in defining requirements we sign up to in our contracts. We help to define staffing and other forecast items in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' 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.

Qualifications

Required:

  • Bachelor's degree
  • 1+ years of experience in a finance/financial analysis role
  • 1+ years of experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
  • 1+ years of experience summarizing results and producing management reports
  • Ability to travel 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.

Preferred:

  • Experience in a professional services environment
  • Experience supporting account or engagement financial management activities
  • Experience preparing financial reports for leadership or business stakeholders
  • Experience with enterprise resource planning platforms or customer relationship management systems
Education:Bachelor's DegreeEmployment Type:

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