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Associate Financial Representative Jobs in Delaware

Primerica

Financial Services Associate

Wilmington, DE · On-site

... representatives who deliver financial education and solutions to clients. Primerica focuses on the ... The Financial Services Associate will support clients by explaining financial concepts, assisting ...

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 ...

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 ...

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 Sep 4, 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 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 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 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 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

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 Services Associate

Primerica

Wilmington, DE • On-site

Other

Posted 4 days ago

Primerica rating

9.3

Company rating: 9.3 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

Job description

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company is supported by more than 2,800 corporate employees and over 151,000 licensed independent representatives who deliver financial education and solutions to clients. Primerica focuses on the needs of middle-income families, offering term life insurance, mutual funds, annuities, managed investments, and mortgages. Founded 49 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI.” The company also provides entrepreneurial-minded individuals with the opportunity to build their own financial services business, with more information available at www.primericabusinessopportunity.com.

Role Description This is a part-time, on-site Financial Services Associate role based in Wilmington, DE. The Financial Services Associate will support clients by explaining financial concepts, assisting with basic financial needs analysis, and helping connect clients with appropriate Primerica products and services. Day-to-day responsibilities include meeting with clients, gathering and organizing financial information, preparing simple proposals, and supporting licensed representatives with client follow-up and documentation. The role may also include coordinating appointments, maintaining accurate records, and participating in local training sessions to stay up to date on product offerings and compliance requirements.

Qualifications

  • Candidates should possess strong client service and communication skills, including the ability to explain financial concepts clearly and build trust with diverse clients.
  • Candidates should possess analytical and organizational skills, such as attention to detail in documentation, basic numeracy, and the ability to manage multiple client files efficiently.
  • Candidates should possess teamwork and collaboration skills, including working effectively with licensed representatives and office staff in a fast-paced environment.
  • Candidates should possess technology skills, including comfort with standard office software (e.g., email, spreadsheets, word processing) and learning company-specific systems.
  • Relevant qualifications that would be beneficial include prior experience in customer service or financial services, familiarity with personal finance concepts, a high school diploma or equivalent (post-secondary education in business or finance is a plus), willingness to pursue appropriate state licensing if required for advancement, and a commitment to ethical, compliant practices.

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