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Assistant Wealth Management Jobs in Delaware (NOW HIRING)

Bakertilly

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 ...

WSFS Bank

Private Banking Portfolio Manager

Wilmington, DE · On-site

$77.39 - $127.14/hr

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

WSFS Bank

Collateral Analyst

Wilmington, DE · On-site

$48K - $79K/yr

We are the region's locally headquartered bank and wealth management company. We are honored to ... Job Responsibilities: * Assist the payment and analytic team with servicer standardization 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 Sep 5, 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 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 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 is a wealth management assistant?

A wealth management assistant supports financial advisors by preparing client documents, managing schedules, and conducting research on investment options. They often have strong organizational skills and may use financial software, with some roles requiring relevant certifications or experience in finance. Their work helps ensure smooth client service and efficient portfolio management.

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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $48,438 per year, or $23.3 per hour.

Trust Relationship Manager and Estate Settlement Advisor, Sr Manager

JTC Group

Wilmington, DE • On-site

Full-time

Re-posted 21 days ago

Job description

ROLE OVERVIEW

PURPOSE OF JOB

Primaryresponsibilities to include trust relationship management and ensuring assignedpersonal trust relationships are administered properly and serve as a resourceto team members supporting the trust administration department. Duties includethe management of complex fiduciary trust relationships including both directedand delegated accounts as well as US domestic and international clients.
MAIN RESPONSIBILITIES AND DUTIES

  • Responsible for a variety of complex fiduciary accounts for US domestic clients including overseeing of estate settlement as well as international and cross-border clients.
  • Responsible for assuring a superior level of client service while effectively managing fiduciary risk.
  • Be able to identify and address different types of trust issues, unique assets, closely held entities and making judgments to resolve matters and escalating to management and oversight committees as needed.
  • Provide guidance and development opportunities to administrative support staff and delegation of work as appropriate.
  • Exhibit an entrepreneurial outlook by identifying and engaging with new business opportunities and reinforcing brand awareness of service line
  • Ensure that management of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
  • Prepare timely initial and annual administrative reviews.
  • Assist in preparation of reports and materials for management committees.
  • Communicate effectively with beneficiaries, grantors, attorneys, investment advisors and accountants to ensure all parties are well informed.
  • Maintain client service standards in all client communications.
  • Work with affiliated entities, including internal audit, as needed.
  • Adhere to JTC core values and expected behaviours.
  • Demonstrate "commerciality" with regard to resource availability
  • Implement solutions to risk factors and processes connected with new/ existing work.
  • Any other duties as deemed necessary by Management.

ESSENTIAL REQUIREMENTS

  • Bachelor's degree in finance, Accounting, Law, or a related field. A JD, CFP, or CTFA designation is preferred.
  • Minimum of 5 years of experience in trust and estate administration, estate planning, or wealth management. In-depth knowledge of trust laws, fiduciary duties, and estate planning principles.
  • Experience managing a diverse portfolio of trust accounts.
  • Ability to effectively manage complex, cross border and international trust clients.
  • Experience in operational, tax and fiduciary activities in relation to complex, cross border and international trust clients.
  • Ability to succeed in a fast-paced environment.
  • Self-motivated, used to working in a "hands-on" role.
  • Strong communication skills, both written and verbal.
  • Excellent interpersonal skills.
  • Highly developed management and mentorship skills.
  • Strong analytical and problem-solving capabilities.
  • Working knowledge of risk related matters in a trust administration and fiduciary context.
  • Strong administration and organizational skills.
  • Experienced user of Microsoft applications, trust accounting system and document management systems.

The expected salary range for this position is 175,000 - 225,000 per year, based on experience and qualifications

OUR COMMITMENT TO INCLUSION &WELLBEING

JTC is committed to fosteringa healthy, inclusive organisation where all individuals feel welcome and feelable to participate in the workplace fully. We value different perspectives,backgrounds and lived experiences. This includes supporting employee wellbeingso that people feel equipped to thrive.

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