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Associate Financial Planner Jobs in Delaware (NOW HIRING)

Mary Dickson

Associate, Planning and Analysis

Newark, DE · On-site

$85 - $125/hr

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the ... As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting ...

Posted today

JPMorgan Chase & Co.

$120 - $180/hr

The Associate partners closely with product finance, and technology teams across the business ... Manage core financial planning processes--including forecasting, budgeting, and variance analysis ...

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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 Sep 4, 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 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.

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.

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 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 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.

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
Infographic showing various Associate Financial Planner 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 $83,977 per year, or $40.4 per hour.

Associate, Planning and Analysis

JPMorgan Chase & Co

Newark, DE • On-site

Full-time

Medical, Retirement

Posted 10 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks

Job description

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

 As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.

Job Responsibilities

  • Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
  • Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
  • Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
  • Create, maintain and review financial models and analyses (both recurring and ad-hoc)
  • Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
  • Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
  • Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Required qualifications, capabilities, and skills

  • Self-starter who is able to work in a fast paced, results driven environment
  • BA/BS in Finance, Economics, Accounting 
  • At least 3 years of relevant FP&A experience in the financial services industry
  • Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously; must be comfortable with frequently changing priorities
  • Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
  • Excellent organizational, management, and both verbal and written communication skills
  • Strong quantitative, analytical, and problem solving skills; strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
  • Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
  • Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
  • Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
  • Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills

  • CFA, CPA, MBA a plus

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).

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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