1

Associate Financial Advisor Jobs in Delaware (NOW HIRING)

We assist our clients in reaching their financial goals year-round. Day to day, you'll... * Build ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

next page

Showing results 1-20

Associate Financial Advisor information

See Delaware salary details

$38.5K

$67.2K

$112.6K

How much do associate financial advisor jobs pay per year?

As of Jun 29, 2026, the average yearly pay for associate financial advisor in Delaware is $67,215.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $82,600.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

As an associate financial advisor, having $200,000 in assets or investments can be sufficient to work with a financial advisor, as many advisors set minimum account sizes ranging from $25,000 to $100,000. However, the specific amount needed depends on the advisor's policies and the services required; some may offer comprehensive planning for clients with lower assets, while others focus on high-net-worth individuals.

What is an associate financial advisor?

An associate financial advisor is an entry-level or junior professional who assists senior advisors in providing financial planning and investment advice to clients. They typically handle tasks such as research, client communication, and preparing financial documents, often working towards certifications like the Series 7 or Series 66. This role provides foundational experience in the financial services industry and may involve working in a team environment with access to financial planning tools and software.

What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

Is $100,000 enough to work with a financial advisor?

As an associate financial advisor, having $100,000 can be a sufficient starting point for investment management and financial planning services, depending on the advisor's fee structure and service offerings. Many advisors require minimum investments that range from $25,000 to $100,000, and understanding client needs and goals is essential for providing tailored advice.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level of income often requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.
What are the most commonly searched types of Financial Advisor jobs in Delaware? The most popular types of Financial Advisor jobs in Delaware are:
What are popular job titles related to Associate Financial Advisor jobs in Delaware? For Associate Financial Advisor jobs in Delaware, the most frequently searched job titles are:
What cities in Delaware are hiring for Associate Financial Advisor jobs? Cities in Delaware with the most Associate Financial Advisor job openings:
What are popular job titles related to Associate Financial Advisor jobs in DE? For Associate Financial Advisor jobs in DE, the most frequently searched job titles are:
Business Analytics Advisor - Associate

Business Analytics Advisor - Associate

JP Morgan Chase

Wilmington, DE

Full-time

Medical, Retirement

Posted 14 days ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 486 frontline employees who took The Breakroom Quiz

46th of 142 rated banks


Job description

We are seeking visionaries to support the HR Analytics Advisor practice for one of our Firm's lines of businesses. In this role, you will work alongside a team of data analysts and storytellers who partner with business leaders, HR executives, and functional stakeholders to transform how talent and workforce decisions are made.

As a Business Analytics Advisor - Associate, you will support the "last mile" of people analytics-embedding insight into decision-making by combining data, analytics, and business context into clear, actionable narratives. You will operate at the intersection of business strategy, advanced analytics, and HR leadership, driving data-driven outcomes that materially impact workforce performance, risk management, and talent growth. You will also collaborate with cross-functional partners to build self-service capabilities and predictive models. We value diversity, inclusion, and a culture of continuous learning to drive innovative, data-driven HR solutions.

Job responsibilities

  • Assist in establishing the function as a trusted advisor to senior executives, including HR business heads, line of business leaders, CFOs, COOs, and strategy leads
  • Drive proactive analytics to identify workforce and talent patterns, risks, and opportunities and develop recommended action plans
  • Provide responsive data-driven insights to address ad-hoc business questions and strategic workforce inquiries
  • Deliver deep insights aligned to HR processes such as performance reviews, succession planning, and talent allocation
  • Partner closely with HR business executives to contextualize data and insights within business strategies and priorities
  • Develop and refine executive-ready presentations that articulate complex insights clearly, persuasively, and visually
  • Deliver consistently high-quality analysis and storytelling that drives action, not just awareness
  • Partner with the Business Intelligence team to automate recurring reporting and enhance self-service capabilities
  • Collaborate with the AI & Data Science team to shape derivative features, predictive models, and pattern recognition analytics
  • Work with the Chief Data Office to ensure high-quality source data, governance, and entitlements that underpin advisory narratives
  • Track, measure, and communicate the business impact of analytics advisory work

Required qualifications, capabilities, and skills

  • 2+ years of progressive experience in analytics, data, and business strategy within a large, complex, global organization
  • Strong track record of engaging and influencing senior executives through analytics, insights, and compelling storytelling
  • Deep experience bridging business strategy with data science, reporting, and analytic insights
  • Exceptional executive presence and communication skills with ability to synthesize and present insights to senior leaders
  • Strategic thinker with ability to connect data to commercial and workforce outcomes
  • Strong collaboration skills with experience leading through influence across matrixed teams
  • Comfortable working in high-visibility, high-stakes environments
  • Passion for talent, workforce strategy, and advancing HR through data-driven decision-making
  • Experience defining mission, operating models, and success metrics for advisory functions with proven impact on business outcomes through analytics such as improved retention, accelerated mobility, and optimized workforce allocation
  • Proficiency with analytics and presentation tools used for executive advisory engagements
  • Experience integrating analytics into recurring HR processes and decision-making forums with track record of increasing self-service analytics adoption, automating routine data requests, and recognition as a trusted partner by business and HR leadership

Preferred qualifications, capabilities, and skills

  • Financial services or professional services background preferred
  • Human Resources Strategy experience preferred

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Human Resources plays a critical role in driving the employee experience, shaping the firm's culture and building a diverse and inclusive workforce. We are a strategic partner to the business - working with leaders across the firm to hire, develop and retain the best people and help meet business goals. Together, we foster a work environment in which our people are supported, feel like they belong and are able to make an impact through their work. We develop and deliver a suite of products and services that help make JPMorgan Chase an employer of choice and drive our business forward.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom