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Associate Financial Planner Jobs in Delaware (NOW HIRING)

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Associate Financial Planner information

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$45.5K

$84K

$112.6K

How much do associate financial planner jobs pay per year?

As of Aug 14, 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 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.
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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 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $83,977 per year, or $40.4 per hour.

Facilities Planner

Nemours Children's Health

Wilmington, DE

Full-time

Re-posted 2 days ago

Nemours Children's Health rating

8.1

Company rating: 8.1 out of 10

Based on 87 frontline employees who took The Breakroom Quiz

69th of 887 rated healthcare providers

Job description

Join our team as  Facilities Planner! The Facilities Planner will perform a wide variety of duties that utilize Computer-Aided Design/Drafting (CAD) and/or Building Information Modeling (BIM) in support of the Facilities Master Planning and Financial budgeting to support the Enterprise goals and strategic objectives. The Planner will work within the Capital Planning Department as a member of that team in delivering the highest level of customer service to the Nemours Enterprise. Position will be key leader in defining the scope to the end-user's project and validating the legitimacy of end-user requests.

The Facilities Planner will have a 4-year degree in Architecture or Interior Design from an accredited college or university. Prior work experience in Healthcare Planning is a plus.  If Architect or Designer has not already taken and passed professional accreditation exam(s), he/she will prepare and take ARE or NCIDQ exam.

Responsibilities:

  1. Manages Project Request Process for the Delaware Valley.  Host initial meetings with End Users for Scope Definition and establishes goals for Capital Projects.

  2. Work and communicate very closely with the assigned Construction Project Manager and Interior Designer for the specific projects needs.
  3. Knowledge of three dimensional spaces and architectural principles to perform a range of planning exercises. 
  4. Coordinate with internal real estate manager and external real estate agents for leased space in the Delaware Valley.
  5. Perform preliminary test fits, space plans and create functional space programs to define project scope.
  6. Master plan governance for all capital projects.  Champion for space and quality standards
  7. Must have a collaborative work ethic and willingness to take initiative in creating systems that work within Capital Planning Department needs.
  8. Knowledge of building codes and infection control issues.  Keep currant on Healthcare codes/issues and evidence based design research.
  9. Excellent communications skills are required.

Qualifications:

  • Bachelor's degree required 
  • Knowledge of AutoCAD and Revit (BIM) required 
  • Healthcare Facilities Planning experience required
Nemours Children's Health is an internationally recognized pediatric health system serving more than 1.7 million patient encounters each year. We deliver care across six states through two freestanding children's hospitals - Nemours Children's Hospital, Delaware and Nemours Children's Hospital, Florida - along with a network of more than 80 primary, urgent, and specialty care practices and more than 40 hospital partnerships.
Backed by the Nemours Foundation and Alfred I. duPont Trust, our $1.7B nonprofit system is dedicated to improving children's health through clinical care, research, education, advocacy, and prevention. Our Whole Child Health approach focuses equally on prevention and treatment, partnering with communities to help every child thrive.
Inclusion and belonging guide our strategy and growth. We are committed to culturally relevant care, reducing health disparities, and fostering an environment where every associate, patient, and family feels supported and valued.
Learn more at Nemours.org.

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About Nemours Children's Health

Sourced by ZipRecruiter

Nemours Children’s Health, situated in Rockland, Delaware, US, operates within the healthcare industry. The company is a prominent health system offering pediatric care in Delaware, New Jersey, Pennsylvania, and Florida. It was founded in 1936 by Alfred I duPont, philanthropist and industrialist, to improve the health of children. The core values of Nemours include quality, accountability, respect, and teamwork. Its mission is to provide leadership, institutions, and services to restore and foster a healthy tomorrow for children. The non-profit organization is unique in that its primary focus is on patient families, ensuring the highest standards of pediatric care. Notably, Nemours is consistently ranked among the top children's hospitals in the US and has its own renowned research center, the Nemours Biomedical Research.

Industry

Hospitals

Company size

5,001 - 10,000 Employees

Headquarters location

Rockland, DE, US

Year founded

1936

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