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Associate Financial Representative Jobs in Delaware

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 ...

Intuit

Tax Associate

Wilmington, DE

$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.

Intuit

Tax Associate - Onsite

Wilmington, DE

$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.

Intuit

Tax Associate - Local

Wilmington, DE

$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.

Direct Counsel

Corporate Trust Attorney

Wilmington, DE · Hybrid

$170K - $280K/yr

C., Wilmington The firm's Finance & Restructuring practice group is seeking a mid-level associate with 3-5 years of transactional experience to represent financial institutions and corporate trust ...

Intuit

Seasonal Tax Associate - Local

Wilmington, DE

$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.

VCA Animal Hospitals

Client Service Representative

Newark, DE · On-site

$15.75 - $21.25/hr

Process payments, invoices, and financial transactions * Communicate clearly with veterinarians ... Supportive, team-oriented workplace culture If you are a current associate, you need to apply ...

VCA Animal Hospitals

Client Service Representative

Newark, DE · On-site

$15.75 - $21.25/hr

Process payments, invoices, and financial transactions * Communicate clearly with veterinarians ... Supportive, team-oriented workplace culture If you are a current associate, you will need to apply ...

Focus Partners Wealth

Tax Associate

Middletown, DE

$55K - $73K/yr

Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Preferred Qualifications: * CPA, CPA candidate or EA granting the ability to represent clients ...

Focus Partners Wealth

Tax Associate

Smyrna, DE

$51K - $68K/yr

Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Preferred Qualifications: * CPA, CPA candidate or EA granting the ability to represent clients ...

Focus Partners Wealth

Tax Associate

Milford, DE

$56K - $75K/yr

Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Preferred Qualifications: * CPA, CPA candidate or EA granting the ability to represent clients ...

Focus Partners Wealth

Tax Associate

Seaford, DE

$55K - $73K/yr

Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Preferred Qualifications: * CPA, CPA candidate or EA granting the ability to represent clients ...

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Showing results 1-20

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 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:
Associate Financial Representative jobs near you

MSS Associate Member Services Representative

NC SECU

Full-time

Posted 20 days ago

Job description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

PurposeThe MSS Associate Member Services Representative performs routine member service through telephone and digital delivery channels. They are responsible for providing exemplary member service by responding to member inquiries that include account services, new deposit account origination, card services, and member support of digital channels.
Performance Expectations and Essential Responsibilities
  • Attend Excel and Elevate - New Employee Training (E&E).
    • The following Core modules will be completed after E&E and subsequent training sessions:
      • Checking Accounts
      • Member Eligibility
      • Money Market Share Accounts
      • SECU Policies Overview
      • Share Accounts
      • Share Term Certificates
      • Account Titling & Designations
      • Buy/Sell
      • Funds Transfer
      • Member Eligibility
      • Member Identification
      • Stop Payments & Stop Cautions
      • Wires
      • Cash Handling & Disbursing Funds
      • Check Acceptance
      • Holds
      • MARGO Platform
      • MARGO Teller
      • Payroll Deduction
      • Relationship Manager
      • We Are SECU!
  • Comply with all Credit Union policies and regulatory requirements.
  • Ensure all member information remains confidential and members' accounts are accessed for business purposes only.
  • Security and control procedures must be followed by all MSS employees.
  • Will be available in member facing skill sets as determined by management.
  • Actively work with mentor and MSS coaching team to strengthen proficiency in member service delivery.
  • Ensure that proper identification of members is taking place and all actions are compliant with SECU's Member Information Security Procedure (MISP).
  • Willing to assist in other areas of the operation as needed.
  • Actively participate in direct service to the membership through phone and digital communication channels
  • Must maintain acceptable performance level based on Key Performance Indicators (KPI's) and achieve and maintain standards as directed by management.
  • Participate in training and continuing education.
  • Soft skills and call quality must be maintained at an acceptable level.
  • Must develop a strong understanding of organizational goals and philosophy and make recommendations consistent with those goals.
  • Must develop a strong understanding of CXone platform.
  • Maintain a current and comprehensive knowledge of credit union products and services and possess an ability to educate members and make recommendations based on their needs. May need to consult with mentor depending on the nature of the recommendation.
  • Knowledgeable in basic Financial Advisory and Real Estate Services (i.e., insurance, retirement planning, investment services, trust, and mortgage services) and able to provide quality referrals.
  • Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor.
  • Complete additional tasks assigned by management and other administrative duties as needed.
Additional Modules RequiredThe following modules should be completed at this level and are required prior to advancement to the next level:
  • SECU Online Services
  • SECU's Member Facing Websites
Minimum Requirements
  • Must have high school diploma or GED equivalent.
  • Preferred - Bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
  • Entry level position with no experience required.
  • Must possess an aptitude for meeting people and developing member confidence, respect, and trust in Credit Union.
  • Must have good communication skills, both verbal and written.
  • Ability to think critically and use problem solving skills.
Job EnvironmentOffice setting with physical proximity to other employees and members. Some background noise from other employees, printers, telephone and coin machine.
Physical DemandsMust be able to comprehend and carry out job demands.Job requires a substantial amount of sitting.Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.Use hands and fingers to press telephone keypad and lift telephone receiver.Must be able to comprehend phone calls. Must be able to lift 10-15 pounds.

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

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