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Associate Financial Advisor Jobs in Delaware (NOW HIRING)

Monitise

Product Solutions Advisor

Wilmington, DE · On-site

$99K - $158K/yr

We connect financial institutions, corporations, merchants and consumers to one another millions of ... Current associates who require a workplace accommodation should refer to Fiserv's Disability ...

Wsfsbank

Mortgage Banking Advisor

Wilmington, DE · On-site

$44K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Associates to grow their careers, guide our customers to secure their financial futures, and ... The Mortgage Banking Advisor will be responsible for providing administrative and sales support to ...

WSFS Bank

Mortgage Banking Advisor

Wilmington, DE

$44K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Associates to grow their careers, guide our customers to secure their financial futures, and ... The Mortgage Banking Advisor will be responsible for providing administrative and sales support to ...

WSFS Bank

Mortgage Banking Advisor

Wilmington, DE · On-site

$44K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Associates to grow their careers, guide our customers to secure their financial futures, and ... The Mortgage Banking Advisor will be responsible for providing administrative and sales support to ...

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Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Delaware

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 Aug 12, 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.

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.
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 job categories do people searching Associate Financial Advisor jobs in Delaware look for? The top searched job categories for Associate Financial Advisor jobs in Delaware 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:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,215 per year, or $32.3 per hour.

Product Solutions Advisor

Monitise

Wilmington, DE • On-site

$99K - $158K/yr

Full-time

Posted 4 days ago

Job description

Calling all innovators - find your future at Fiserv.

We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Product Solutions Advisor

What does a successful Product Solutions Senior Advisor do?

As a successful Product Solutions Advisor at Fiserv, you will enhance the value of our solutions for clients by providing expert guidance and strategic advice. You will ensure that key details and documentation are preserved throughout the solutioning process and you will support the development of future advisors and experts. You will work closely with some of the largest financial institutions, ensuring exceptional client experiences and driving impactful, cost-effective outcomes.

What you will do:

  • Collaborate with a key strategic client and internal partners to troubleshoot, research, and provide solutions for critical client requests.

  • Develop and document product knowledge, capturing business requirements and solution designs for client approval and use by product development.

  • Provide consultative partnership to meet client and company objectives; cultivate positive relationships with clients and internal teams.

  • Identify and document key insights based on customer needs, driving strategic investment in our product roadmap.

  • Deliver a consistently high-quality customer experience through effective navigation of systems, procedures, and collaboration with internal resources.

What you will need to have:

  • Bachelor's degree minimum, Master's preferred in Business, Technology, or a related field, and/or equivalent military experience.

  • 7+ years of experience in product management or advisory roles within the financial technology sector.

  • 4+ years of experience in client engagement and consultation.

What would be great to have:

  • 3+ years of experience with FinTech software or platforms, preferably the Optis Issuing System.

You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship now or in the future will not be considered for this role.

Salary Range

$99,000.00 - $158,400.00

These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.

It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.

This position is not eligible for an annual incentive opportunity and is also not eligible to earn commissions.

Thank you for considering employment with Fiserv. Please:

  • Apply using your legal name
  • Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

Our commitment to Equal Opportunity:

Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.

If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contactAskHR.US@fiserv.com. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.

Note to agencies:

Fiserv does not accept resume submissions from agencies outside of existing agreements.Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.

Warning about fake job posts:

Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

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