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Associate Financial Representative Jobs in Delaware

Client Service Representative

Newark, DE · On-site

$15.75 - $21.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Sales Development Representative

Milford, DE · On-site

$35K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The goal is to drive sustainable financial growth through boosting sales and forging lasting ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Sales Associate - Part-Time

Rehoboth Beach, DE

$13.50 - $18.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

You will deliver a top-notch customer experience that represents our brand's minimalist and sensual ... We strive to provide options when it comes to your health, finances, and work-life balance. This ...

Associate Veterinarian

Newark, DE · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Team of 14 including VAs, CVT's, DVM, Kennel Assistants, CSR's and Hospital manager * Ultrasound ... financial wellness tool, and access to additional mental health resources) * 401k retirement ...

Customer Billing Rep II

Dover, DE · On-site

$13.50 - $17.50/hr

Partner with Customer Service, Meter/Data Management, and Finance to resolve cross-functional ... Qualifications Education Associates (preferred) High School (required) Experience Systems:

Customer Billing Rep II

Dover, DE · On-site

$13.50 - $17.50/hr

Partner with Customer Service, Meter/Data Management, and Finance to resolve cross-functional ... Associates or better preferred. Experience: 3-5 years: Front- or back-office utility billing ...

New

Showing results 41-60

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:

Insurance and Financial Services Position - State Farm Agent Team Member

State Farm

Georgetown, DE • On-site

$30K - $45K/yr

Full-time

Medical, Retirement, PTO

Re-posted 11 days ago


State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,553 frontline employees who took The Breakroom Quiz

236th of 307 rated insurance


Job description

Position Overview
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
  • Establish customer relationships and follow up with customers, as needed.
  • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
  • Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive
  • 401K
  • Salary plus commission/bonus
  • Health benefits
  • Paid time off (vacation and personal/sick days)
  • Growth potential/Opportunity for advancement within my agency
Requirements
  • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
  • Interest in marketing products and services based on customer needs
  • Excellent communication skills - written, verbal and listening
  • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
  • People-oriented
  • Self-motivated
  • Dedicated to customer service
  • Ability to work in a team environment
  • Ability to multi-task
  • Ability to make presentations to potential customers
  • Property and Casualty license (must be able to obtain)
  • Life and Health license (must be able to obtain)

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Compensation: $30,000-$45,000 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Georgetown, DE and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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