ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Delaware (NOW HIRING)

Savant Insights

Financial Advisors

Rockford, IL · On-site

$150K - $175K/yr

... Associate Advisor support • In-house tax, estate, planning, and investment specialists • ... financial planning acumen and client leadership skills • CFP ® certification preferred (or ...

Td

Financial Advisor Associate - Bear, DE

Bear, DE · On-site

$61K - $92K/yr

TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... planning, and annual reviews to determine if there have been changes in the client's financial ...

next page

Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Delaware

Associate Financial Planner information

See Delaware salary details

$45.5K

$84K

$112.6K

How much do associate financial planner jobs pay per year?

As of Jun 9, 2026, the average yearly pay for associate financial planner in Delaware is $83,977.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,100.00 and $100,100.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Delaware? The most popular types of Financial Planner jobs in Delaware are:
What are popular job titles related to Associate Financial Planner jobs in Delaware? For Associate Financial Planner jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Delaware look for? The top searched job categories for Associate Financial Planner jobs in Delaware are:
What cities in Delaware are hiring for Associate Financial Planner jobs? Cities in Delaware with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in DE? For Associate Financial Planner jobs in DE, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Associate Finance Manager, Financial Planning & Analysis

Associate Finance Manager, Financial Planning & Analysis

AAA Club Alliance, Inc.

Wilmington, DE • On-site

$72K - $106K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

AAA Club Alliance rating

7.2

Company rating: 7.2 out of 10

Based on 44 frontline employees who took The Breakroom Quiz

214th of 260 rated insurance

Job description

AAA Club Alliance is hiring for an Associate Manager to join our FP&A team! The FP&A, Associate Finance Manager role will be responsible for financial planning & analysis support for Car Care and Travel business lines as well as finance transformation efforts. This position will assist the Financial Leadership Team in the development of reporting, business models and analysis to support the business, with the broader organization in mind. In addition, this role will serve as the conduit between the Accounting & Finance teams and the LOB to ensure consistent messaging on business results, open lines of communication, and exceptional business partner support.
What We Offer You:
As part of our team, you'll enjoy a total rewards package designed to support your well-being, growth, and work-life balance. Our package includes:
  • Competitive annual salary; the starting base compensation for this position is: $72,838-$106,111*
  • Annual Bonus + Annual Merit Increase Eligibility
  • Hybrid schedule (3 days on-site weekly in Wilmington, DE)
  • Comprehensive health benefits package
  • 3+ weeks of paid time off accrued during your first year
  • 401(K) plan with company match up to 7%
  • Professional development opportunities and tuition reimbursement
  • Paid time off to volunteer & company-sponsored volunteer events throughout the year
  • Other benefits include a free AAA Premier Membership, Health & Wellness Program, Health Concierge Service, Life Insurance and Short Term/Long Term Disability

* The base pay range shown is a guideline for compensation and ultimate salary offered will be based on factors such as applicant experience and geographic location.
Primary Responsibilities:
  • Business Planning/Forecasting Support: Support the development of the LOB customer sales and business forecasts, and annual operating plans. Analyze any fluctuations between the plan/forecast and actual trends. Identify any risks/opportunities in forecast and support solutions for driving sales and profit.
    • Through analysis of business results, identify and recommend appropriate courses of action to mitigate risk or improve performance. Provide insight and analysis into drivers of change for key metrics (e.g. net revenue, gross margin and net income) versus prior year and plan/projection by business.
    • Consolidate and analyze financial data (budgets, income statement, forecasts, etc.)
    • Conduct historical and predictive analysis
    • Assist in the budget process
    • Assist marketing in the ongoing transition to a more digital focuses mindset
  • Support PMO (Project Management Office): Assist in the support and liaise with the PMO on various projects ensuring the financials are accurate.
    • Track actual spend on various projects; includes status and forecasts as well as actual versus budget.
    • Continuously evaluate the assessment of the accounting decisions for capital expenditures as opposed to operating expenditures
    • Support innovation projects for the various LOB.
  • Report Development: Develop reporting to support assigned LOB, while keeping the broader organization in mind.
    • Develop financial models, conduct benchmarking and process analysis.
  • Accounting & Control: Maintain and continually improve strong internal controls that ensure company assets are adequately safeguarded always. This includes month end reporting, analysis of results and drivers of change bridges.
  • Drive Continuous Improvement & Problem Identification: Identify and recommend appropriate courses of action improve processes.
    • Work with LOB as well as finance leaders on ad hoc analysis as needed.
    • Present analytical findings and associate recommendations to Senior Leadership (CFO, CAO, VPs, etc.)
  • Support Finance Transformation efforts
  • Other duties as assigned.

Minimum Qualifications:
  • Bachelor's degree in Finance
  • 5-7+ years' proven working experience as a senior financial analyst.
  • Proven success in a deadline driven environment.
  • Ability to identify key variances and highlight these and other issues to business leaders.
  • Excellent written and oral communication skills.
  • Ability to interact effectively at all levels of the organization.
  • Ability to manage multiple projects/priorities.
  • Strong analytical skills and Advanced Excel skills, RPA certification a plus

Full time Associates are offered a comprehensive benefits package that includes:
  • Medical, Dental, and Vision plan options
  • Up to 2 weeks Paid parental leave
  • 401k plan with company match up to 7%
  • 2+ weeks of PTO within your first year
  • Paid company holidays
  • Company provided volunteer opportunities + 1 volunteer day per year
  • Free AAA Membership
  • Continual learning reimbursement up to $5,250 per year
  • And MORE! Check out our Benefits Page for more information

ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA's policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA's operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance.
Job Category:
Finance

What AAA Club Alliance employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply