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Associate Financial Advisor Jobs in Delaware (NOW HIRING)

Monitise

Product Solutions Advisor

Wilmington, DE

$90K - $144K/yr

We connect financial institutions, corporations, merchants and consumers to one another millions of ... For incentive eligible associates, the successful candidate is eligible for an annual incentive ...

H&R Block

Tax Associate

Wilmington, DE · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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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 Sep 3, 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 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 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 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 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $67,215 per year, or $32.3 per hour.

Senior Wealth Investment Advisor Associate

M&T Bank

Wilmington, DE • On-site

$77K - $128K/yr

Full-time

Posted 14 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

79th of 174 rated banks

Job description

Overview:

Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.

Primary Responsibilities:
  • Support assigned Investment Advisor(s) in preparing for client meetings and providing support.
  • Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews.
  • Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships.
  • Participate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners.
  • Develop an understanding of changes in the industry including Federal and state specific and various government regulations.
  • Participate in sales effort. Identify and develop additional opportunities with existing clients.
  • Maintain positive working relationships. Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Scope of Responsibilities:

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Supervisory/Managerial Responsibilities:Education and Experience Required:

Bachelor's degree, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience

General understanding of stocks and bonds

Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures

Proficient personal computer skills with solid knowledge of pertinent office software

Demonstrated verbal and written communication skills

Demonstrated presentation skills

Strong customer focus

Proven experience working effectively within a team environment

Education and Experience Preferred:

Bachelor's degree in Finance, Accounting, Economics, or related field

Physical Requirements:N/AM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $77,300.00 - $128,900.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Wilmington, Delaware, United States of America

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