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Associate Financial Representative Jobs in Delaware

Focus Partners Wealth

Tax Associate

Dover, DE

$58K - $78K/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

Wilmington, 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

Newark, DE

$57K - $76K/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 ...

PVH

Sales Associate - Part-Time

Rehoboth Beach, DE · On-site

$13.50 - $18.50/hr

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 ...

PVH Corp.

Sales Associate - Part-Time

Rehoboth Beach, DE · On-site

$13.50 - $18.50/hr

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 ...

VCA Animal Hospitals

Associate Veterinarian

Newark, DE · On-site

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 ...

VCA Animal Hospital

Associate Veterinarian

Newark, DE · On-site

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 ...

State of Delaware

Fiscal Associate II

Dover, DE · On-site

$40K/yr

Summary Statement This position involves the application of complex fiscal/financial/auditing ... bargaining representative (labor organization) that has been elected by employees as their ...

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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 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

Tax Associate

Focus Partners Wealth

Dover, DE

$58K - $78K/yr

Full-time

Posted 18 days ago

Job description

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

Primary responsibilities:

  • Analyze, review and compile tax return data.

  • Prepare federal, state and local income tax returns for individuals and businesses.

  • Prepare extensions and assist with tax notices as needed.

  • Prepare quarterly tax estimates and assist with tax projections.

  • Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

  • Gain technical knowledge by researching and learning tax laws as required.

  • Analyze client information and offer recommendations for reducing client tax liabilities.

  • Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

  • Operate in a fully compliant manner to protect clients’ and the firm’s information.

  • Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

Qualifications:

  • A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.

  • A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

  • Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.

  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.

  • Notable attention to detail, self-initiated follow-through, and outstanding time management.

  • Ability to work individually and in a team atmosphere.

  • The willingness and ability to work additional hours, as needed, during busy season.

Preferred Qualifications:

  • CPA, CPA candidate or EA granting the ability to represent clients before the IRS.

  • Experience preparing multi-state tax returns.

  • Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Taxâ„¢ Planner.

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