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Associate Financial Planner Jobs in Delaware (NOW HIRING)

OR Associate's degree and 10 years of financial planning, revenue forecasting, or strategic finance experience. OR High school diploma / GED and 12 years of financial planning, revenue forecasting ...

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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 13, 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.
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:
Financial Analysis Senior Associate - Card Branded Finance

Financial Analysis Senior Associate - Card Branded Finance

JPMorgan Chase & Co

Wilmington, DE • On-site

$83K - $103K/yr

Full-time

Medical, Retirement

Posted 2 days ago


JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 469 frontline employees who took The Breakroom Quiz

46th of 141 rated banks


Job description

Join the Consumer and Community Banking, Chase Branded Cards CFO Team and help increase profitability and efficiencies for the Sapphire portfolio!

As an Associate in the Chase Branded Cards CFO team, you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, budgeting, forecasting and other wide range of activities including financial control, analysis of financial / business metrics, periodic management reporting, and advising the line of business CFOs and business partners on how to increase profitability and efficiencies. You will partner closely with key finance teams and business partners to deliver against strategic and financial objectives. You will gain exposure to the credit cards and payments industry including business strategy, competitive landscape, product offerings and rewards structures, economics, P&L drivers while gaining exposure to Chase's overall consumer strategies.  If you are a leader who has the ability to communicate effectively and can drive results, then this is the opportunity for you!

Job Responsibilities

  • Develop working relationships and providing financial decision support to business unit General Managers and their teams through weekly, monthly and quarterly reporting, projects and ad hoc analysis that provide insights into portfolio, product, and customer behavior
  • Analyze financial results and forecasts to provide recommendations on performance to finance and business clients and stakeholders
  • Create and maintain multi-year financial models, assessing the impact of strategic decisions and trade-offs on the P&L
  • Develop financial business cases to support various initiatives
  • Be responsible for socialization and submission of budget and technology book of work
  • Prepare senior management presentations to help drive strategy
  • Partner closely with Analytics and Finance teams, including Planning and Analysis, CCAR Forecasting, and Investment Valuation teams

Required qualifications, capabilities, and skills

  • Bachelor's degree in Accounting, Finance or related subject
  • 2+ years of work experience with a Finance, Planning & Analysis or Accounting/Controller background
  • Advanced skills in Excel and PowerPoint
  • Strong verbal and written communication skills, with the ability to articulate complex issues clearly
  • Proven track record for executing on special projects / assignments, often with little lead time or information
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and Planning and Analysis Teams
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
  • Highly motivated self-starter with excellent time management/prioritization skills
  • Inquisitive, enthusiastic, diligent, and capable of challenging peers
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines
  • Ability to create ad hoc reporting for senior management

Preferred qualifications, capabilities, and skills

  • Financial Services experience

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

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.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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