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Associate Financial Representative Jobs in Delaware

Continental Finance

Customer Care Associate

Wilmington, DE · 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

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 ...

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 ...

CSC

Associate Client Service Representative

Wilmington, DE · On-site

$15.50 - $21/hr

Associate Client Service Representative Wilmington, DE (Hybrid) Monday - Friday, 11:00am-8:00pm Are ... About Us CSC is a global business, legal, and financial services company based in Wilmington ...

Intuit

Tax Associate

Wilmington, DE · On-site

$56K - $75K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community.

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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 Jul 1, 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.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
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
Customer Care Associate

Customer Care Associate

Continental Finance

Wilmington, DE • Hybrid

$14 - $19.50/hr

Full-time

Posted 24 days ago

Job description

Come join a growing financial technology company that's leading the marketplace in both the marketing and servicing of credit cards! Continental Finance Company specializes in credit card options for those consumers with less than perfect credit. We are seeking a Customer Care Associate to support our Credit Protection team.


Essential Functions:

  • Responding to inbound customer calls and email inquiries while providing exceptional customer service.
  • Appropriately resolving complex customer issues and complaints, including fee waivers and fee reversals, and escalating issues to supervisor when required.
  • Utilizing proprietary software to document customer action items, notes, and consumer information changes.
  • Assisting with benefit activations requests in accordance with the Credit Protection Contracts.
  • Handle After-hours Customer Voicemails
  • Other duties as assigned.


The ideal candidate will have the following:

  • Must have been a CSR I for at least 1 year.
  • Strong attention to detail and organizational skills
  • Knowledge of business management principles, practices, and procedures
  • Excellent written and verbal communication skills
  • Strong ability to multi-task and adapt to changing demands.


Why Continental Finance?

Continental Finance Company (the "CFC") is one of America's leading marketers and servicers of credit cards for consumers with less-than-perfect credit. Since our founding in 2005, we have prided ourselves on corporate responsibility to customers in terms of a strong customer support program and fair treatment. With our success, we have also grown into an innovative financial tech company! With a state-of-the-art consumer marketing and servicing platform, we provide a variety of services to consumers when other financial institutions will not accommodate them. With more than 2.6 million credit cards managed and serviced since our founding, we pride ourselves on putting the customer first.We are not a chartered banking financial institution, nor are we a debt originator or a credit card issuer.


CFC is an equal opportunity employer that is committed to inclusion and diversity. Our company provides equal employment opportunity (EEO) regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.


CFC is seeking bright, energetic individuals that will help us grow and develop together! We uphold a promise to treat our employees with the same care and concern as we do our customers. We offer all employees competitive compensation and benefits in an exciting, fast-paced business casual environment. Join our growing team and apply online today!


CFC offers a hybrid work schedule which includes three (3) core days in the office (Tuesday, Wednesday, and Thursday) and two (2) remote workdays (Monday and Friday)


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