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Assistant Wealth Management Jobs in Delaware (NOW HIRING)

We are the region's locally headquartered bank and wealth management company. We are honored to ... The Executive Assistant will provide high-level, proactive administrative and operational support ...

We are the region's locally headquartered bank and wealth management company. We are honored to ... The Executive Assistant will provide high-level, proactive administrative and operational support ...

Executive Assistant II

Wilmington, DE · On-site

$64K - $105K/yr

We are the region's locally headquartered bank and wealth management company. We are honored to ... The Executive Assistant will provide high-level, proactive administrative and operational support ...

Tax Manager, Private Wealth

Wilmington, DE · On-site

$107K - $141K/yr

... * Assist in providing compliance and consulting services to high-net-worth individuals, multi ... Demonstrated management, analytical, organization, interpersonal, project management, communication ...

We are the region's locally headquartered bank and wealth management company. We are honored to ... Job Responsibilities: * Assist with the collection of financial statements and borrower information.

... * Assist in establishing best practices around data governance, metadata management, and data ... Financial Services, Banking, Capital Markets, Insurance, or Wealth Management domain experience.

Showing results 21-40

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 10, 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:
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.

Executive Assistant II

WSFS Bank

Wilmington, DE

$64K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago


WSFS Bank rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

23rd of 170 rated banks


Job description

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it's our mission and our purpose.

The Executive Assistant will provide high-level, proactive administrative and operational support to the Chief Consumer Banking Officer (CCBO) and support senior members of the Consumer Banking division. The incumbent will serve as trusted partner, gatekeeper, and organizational leader, ensuring the efficiency and effectiveness of executive operations. The Executive Assistant must demonstrate exceptional judgment, discretion, and professionalism while managing competing priorities in a fast-paced environment. The ideal candidate serves as a strategic partner, proactively managing priorities and anticipating organizational needs to maximize leadership effectiveness.

Job Responsibilities:

  • Serves as a trusted representative of the CCBO, fostering strong relationships with internal and external stakeholders, including senior leadership and Board members. Develops polished communications, presentations, and executive materials, while exercising sound judgment, diplomacy, and discretion in handling highly confidential information and sensitive business matters.
  • Leads the planning and coordination of executive travel, meetings, and events with a focus on efficiency, cost effectiveness, and exceptional stakeholder experience. Oversees expense management, vendor relationships, and departmental administrative operations while continuously identifying and implementing process improvements to enhance workflow efficiency, streamline operations, and support organizational effectiveness.
  • Leads the end-to-end planning and execution of executive meetings, leadership events, and offsite engagements, overseeing all logistics, materials, and stakeholder coordination to ensure seamless delivery and a high-quality experience. Independently drives division-wide initiatives and special projects, exercising sound judgment, strong organizational skills, and a proactive approach to achieve strategic objectives with minimal direction.
  • Manages a broad range of administrative operations, including document preparation, records management, correspondence tracking, and filing systems to ensure accuracy, organization, and compliance. Oversees office support functions such as mail distribution, supply procurement, and operational administration while providing flexible, high-level support across the executive team to maintain continuity and efficiency in business operations.

Minimum Qualifications:

  • High school diploma or equivalent required; additional college coursework or an associate's/bachelor's degree is preferred.
  • Minimum of 5 years of experience providing administrative support to senior or executive-level leaders; experience supporting C-suite executives is highly preferred.
  • Demonstrated ability to manage complex calendars, shifting priorities, and highly confidential information with discretion and professionalism.
  • Strong critical thinking and problem-solving skills, with the ability to exercise sound judgment, anticipate needs, and work independently.
  • Exceptional written and verbal communication skills, coupled with a high degree of accuracy and attention to detail.
  • Proven ability to build and maintain effective working relationships with executives, Board members, and external stakeholders.
  • Advanced proficiency in Microsoft Office Suite, including Outlook, PowerPoint, Excel, and Word.
  • Experience within financial services or another highly regulated industry is strongly preferred.
  • Experience supporting multiple senior leaders and/or large, complex business units is strongly preferred.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

$64,491.00 - $105,949.50

Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.


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