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Associate Financial Representative Jobs in Delaware

Varite

Associate Customer Service Representative

Wilmington, DE · On-site

$20 - $23.94/hr

  • Medical

  • Dental

  • Vision

  • Retirement

VARITE is looking for qualified Associate Customer Service Representative in Wilmington, DE. WHAT ... S. plant sites, warehouses, regional contacts, freight forwarders, carriers, and financial contacts ...

PNC Bank

Associate Equipment Finance Specialist

Wilmington, DE

$75K - $137K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Assists in the origination, financial analysis, negotiation and documentation of equipment finance ... Participates in social learning, for example, identifies and networks with business representatives ...

NC SECU

Purpose The Associate Member Services Representative (MSR) is an entry-level position intended to ... Begin obtaining basic knowledge of Financial Advisory and Real Estate products and services offered ...

Direct Counsel

Venture & Growth Finance Attorney

Wilmington, DE · Hybrid

$310K - $365K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Mid-Level Venture & Growth Associate Attorney Locations: New York, Reston, San Diego, San Francisco ... Represent banks and private credit funds in lender-side commercial finance matters. * Advise on ...

NC SECU

Purpose The MSS Associate Member Services Representative performs routine member service through ... Knowledgeable in basic Financial Advisory and Real Estate Services (i.e., insurance, retirement ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Delaware

Associate Financial Representative information

See Delaware salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for associate financial representative in Delaware is $26.33, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.72 per hour, depending on experience, location, and employer.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are popular job titles related to Associate Financial Representative jobs in Delaware?

For Associate Financial Representative jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Delaware look for?

The top searched job categories for Associate Financial Representative jobs in Delaware are:

What cities in Delaware are hiring for Associate Financial Representative jobs?

Cities in Delaware with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you

Financial Restructuring & Bankruptcy Associate - Wilmington

Direct Counsel

Wilmington, DE • On-site

Full-time

Re-posted 19 hours ago

Job description

Financial Restructuring & Bankruptcy Associate Attorney

Direct Counsel is representing an AmLaw 100 firm seeking a Financial Restructuring & Bankruptcy Associate Attorney to join its Wilmington, Delaware office. This opportunity is ideal for an attorney with 2–5 years of bankruptcy and financial restructuring experience, including complex Chapter 11 matters.

Responsibilities
  • Represent clients in financial restructuring and bankruptcy matters
  • Handle complex Chapter 11 cases and related bankruptcy proceedings
  • Draft pleadings, motions, and other bankruptcy-related filings
  • Conduct legal research and appear in bankruptcy court as appropriate
  • Collaborate with attorneys on sophisticated restructuring and insolvency matters
Qualifications
  • 2–5 years of financial restructuring and bankruptcy experience
  • Experience handling Chapter 11 bankruptcy matters
  • Courtroom experience preferred
  • Bankruptcy judicial clerkship preferred
  • Strong legal research, writing, and communication skills
  • Excellent academic credentials
  • J.D. from an accredited law school and active Delaware Bar admission
Compensation & Benefits
  • Competitive compensation based on experience
  • Comprehensive benefits package
  • Opportunity to work on sophisticated restructuring and bankruptcy matters with a nationally recognized AmLaw 100 firm

This is an excellent opportunity for a bankruptcy attorney seeking to build a practice handling complex financial restructuring and Chapter 11 matters within a collaborative and growing team.