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Assistant Wealth Management Jobs in Delaware (NOW HIRING)

Wsfsbank

Senior Trust Tax Accountant

Wilmington, DE

$77K - $127K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... * Assist with tax planning opportunities and support client discussions regarding trust and ...

Wsfsbank

Senior Trust Tax Accountant

Wilmington, DE

$77K - $127K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... * Assist with tax planning opportunities and support client discussions regarding trust and ...

WSFS Bank

Senior Trust Tax Accountant

Wilmington, DE · On-site

$77K - $127K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... * Assist with tax planning opportunities and support client discussions regarding trust and ...

WSFS Bank

Senior Trust Tax Accountant

Wilmington, DE

$77K - $127K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... * Assist with tax planning opportunities and support client discussions regarding trust and ...

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Assistant Wealth Management information

See Delaware salary details

$29K

$48.4K

$69.6K

How much do assistant wealth management jobs pay per year?

As of Aug 9, 2026, the average yearly pay for assistant wealth management in Delaware is $48,438.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $48,500.00 per year, depending on experience, location, and employer.

What is an assistant wealth management professional?

An Assistant Wealth Management professional supports wealth managers and financial advisors in managing client portfolios, preparing investment reports, and handling administrative tasks. They often help with client communications, account documentation, scheduling meetings, and conducting preliminary research on investment opportunities. Their role is essential for ensuring the smooth operation of wealth management teams and providing a high level of service to clients. They usually work under the supervision of senior advisors and may be on a path to becoming certified financial planners or wealth managers themselves.

What is the difference between Assistant Wealth Management vs Financial Advisor?

AspectAssistant Wealth ManagementFinancial Advisor
CertificationsMay have certifications like CFP, but often in trainingTypically holds CFP, Series 7, 66, or 65 licenses
Work EnvironmentSupports senior advisors, works in offices or client meetingsInteracts directly with clients, provides financial planning
ResponsibilitiesAdministrative support, research, preparing reportsDevelops financial plans, advises clients on investments

Assistant Wealth Management roles primarily support senior advisors with administrative and research tasks, while Financial Advisors directly engage with clients to develop personalized financial strategies. Both roles require relevant certifications, but Financial Advisors typically hold more licenses and have a client-facing focus.

What does an assistant wealth management do?

An assistant wealth management professional supports financial advisors by preparing client reports, managing schedules, and handling administrative tasks. They often assist with data analysis, client communication, and using financial planning tools, requiring strong organizational skills and knowledge of investment concepts. This role typically involves working in a team environment and may require relevant certifications or training.

What are the key skills and qualifications needed to thrive as an assistant wealth management professional?

To thrive as an Assistant Wealth Management professional, you need a solid grasp of financial principles, investment products, and client servicing, usually supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with CRM systems, portfolio management software, and regulatory compliance tools is typically required, and certifications like the Series 7 or Series 66 can be advantageous. Strong interpersonal skills, attention to detail, and discretion enable effective client communication and relationship-building. These competencies are essential for supporting advisors, ensuring regulatory adherence, and delivering exceptional service that drives client satisfaction.

What are typical career progression opportunities for an assistant wealth management professional?

Starting as an Assistant in Wealth Management provides a strong foundation in client service, portfolio administration, and financial planning support. With experience and demonstrated competence, individuals often progress to Associate or Junior Wealth Manager roles, where they take on greater responsibility for client relationships and investment strategies. Many organizations support further certifications like the CFP or CFA, which can accelerate advancement to advisory or management positions. Regular collaboration with senior advisors and exposure to complex client cases also help build the expertise needed for upward mobility in the wealth management field.
What are the most commonly searched types of Wealth Management jobs in Delaware? The most popular types of Wealth Management jobs in Delaware are:
What are popular job titles related to Assistant Wealth Management jobs in Delaware? For Assistant Wealth Management jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Assistant Wealth Management jobs in Delaware look for? The top searched job categories for Assistant Wealth Management jobs in Delaware are:
What cities in Delaware are hiring for Assistant Wealth Management jobs? Cities in Delaware with the most Assistant Wealth Management job openings:
Assistant Wealth Management jobs near you
Infographic showing various Assistant Wealth Management job openings in Delaware as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $48,438 per year, or $23.3 per hour.

Wealth Management - Client and Account Data Product Manager - Vice President

JPMorgan Chase & Co.

Newark, DE • On-site

$122K - $201K/yr

Full-time

Medical, Retirement

Re-posted 19 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks

Job description


Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions.
As a Client and Account Data Product Manager in JP Morgan's Wealth Management, you will be instrumental in advancing the strategic vision and execution of the Party and Account Data Domain. Your responsibilities include leading product development, improving data quality, and integrating analytics to address business and client needs. You will work closely with operations, advisors, and business stakeholders to deliver robust data solutions, support agile transformation, and drive continuous improvement throughout Wealth Management.
Job responsibilities
  • Support the execution of the product vision and strategy for the Party and Account Data Domain
  • Collaborate with data consumers, business stakeholders, and technology teams to gather requirements and address challenges
  • Manage and refine the product backlog, ensuring alignment with business priorities and agile best practices
  • Write clear user stories, define acceptance criteria, and track progress on development tasks and issues
  • Assist in the design and implementation of reusable data capabilities and micro-services across Wealth Management
  • Conduct data quality assessments, support improvement initiatives, and facilitate integration with analytics platforms
  • Monitor and report on data-related risks, ensuring compliance with firm-wide policies and standards

Required qualifications, capabilities, and skills
  • 5+ years of experience in product management, data analysis, or related roles within financial services or technology
  • Solid understanding of Agile (Scrum) methodologies and backlog management
  • Experience in data governance, data modeling, and data quality improvement
  • Strong collaboration and relationship-building skills with business, technical, and data stakeholders
  • Familiarity with microservices architecture and analytics platforms
  • Proficiency in data analysis, process mapping, and use of analytical tools (e.g., Alteryx, MS Visio)
  • Demonstrated ability to manage projects, solve problems, and support change initiatives

Preferred qualifications, capabilities, and skills
  • Experience in wealth management or related financial services
  • Knowledge of Client or Account data domains and industry-specific data challenges
  • Ability to prepare and present information to management and cross-functional teams
  • Strong written and verbal communication skills
  • Ability to manage multiple tasks and priorities in a dynamic environment
  • Experience working both independently and collaboratively within teams
  • Analytical mindset with the ability to break down and solve complex problems

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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