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Associate Financial Representative Jobs in Delaware

As a Trade Support Senior Associate in the Prime Finance Trading Services team, you will be ... Performs core start-of-day and end-of-day controls to ensure Risk is correctly represented for ...

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 ...

Customer Care Associate

Wilmington, DE ยท Hybrid

$14 - $19.50/hr

Come join a growing financial technology company that's leading the marketplace in both the ... Must have been a CSR I for at least 1 year. * Strong attention to detail and organizational skills

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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Associate Financial Representative information

See Delaware salary details

$10

$26

$66

How much do associate financial representative jobs pay per hour?

As of Jun 9, 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 are Associate Financial Representatives?

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:

Structured Finance Of Counsel (Multi City)

Dlapiper

Wilmington, DE โ€ข On-site, Remote

$365K - $525K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 19 days ago


Job description

DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together.

Summary

DLA Piper is seeking an of counsel or a senior associate to join its finance group, structured finance subgroup to focus on commercial mortgage-backed securities transactions. This position is open to any office in the United States. A candidate with experience in commercial mortgage-backed securities is preferred but is not required.

Minimum Education

  • JD

Certifications

Admission in the bar for the jurisdiction in which you are applying.

Minimum Years of Experience

  • Minimum 5-9 years of structured finance, securitization and/or CLO experience.

  • Direct and applicable AmLaw 100 law firm preferred.

Job Competencies & Desired Skills

  • Strong analytical and writing skills

  • Attention to detail

  • Good business judgment

  • Excellent organizational skills

  • Ability to work collaboratively and independently

  • Demonstrated oral and written communication skills

  • Research and problem-solving skills

  • Conceptual thinking

  • Ability to influence others

  • Persuasive communication

  • Management skills


Essential Job Expectations

While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to:

  • Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties;

  • Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner;

  • Provide timely, accurate, and quality work product;

  • Successfully meet deadlines, expectations, and perform work duties as required;

  • Foster positive work relationships;

  • Comply with all firm policies and practices;

  • Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed;

  • Ability to work under pressure and manage competing demands in a fast-paced environment;

  • Perform all other duties, tasks or projects as assigned.

Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people.


Physical Demands
Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Work Environment-The firm's work location requirements may be modified at the firm's discretion

  • Hybrid - Regular in-office presence with some flexibility for work-from-home


Disclaimer

The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment.

Application Process: Applicants must apply directly online instead of sending application materials via email. Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact FinanceTalent@talent.us.dlapiper.com.

Search Firms

Per the terms of our agreement, all candidates must be submitted through the firm's agency portal for consideration. If you have an agreement with the firm, please log in to the agency portal. If you do not have an agreement with us and would like us to consider candidates, please send a blind candidate profile toFinanceTalent@talent.us.dlapiper.com.

Pay Transparency

The firm's expected hiring range for this position is $365,000 - $525,000 per year depending on the candidate's experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k).

Applicants who are not based in the jurisdiction in which this position is posted and who apply for this role are doing so voluntary and are not eligible for relocation assistance. Any relocation benefits, if any, are provided only where a relocation is required at the firm's direction and in accordance with applicable policy and law.

#LI-Hybrid

#LI-CS1

DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Job applicant poster viewing center.