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Fee Only Financial Advisor Jobs in Delaware (NOW HIRING)

Advise partners on pricing strategy and structure during client rate and fee discussions * Support ... Partner with BD and Finance to ensure alignment across pricing, matter planning, and financial ...

Resolves complex data & reports to develop a story & advise on forward options. Manages multiple ... Develop models to assess financial impact and profitability of pricing proposals, and assist in the ...

... their financial futures, and actively support our Communities so they can fully thrive. Careers ... WSFS Bank will only consider candidates who are presently authorized to work for any employer in ...

... their financial futures, and actively support our Communities so they can fully thrive. Careers ... WSFS Bank will only consider candidates who are presently authorized to work for any employer in ...

... their financial futures, and actively support our Communities so they can fully thrive. Careers ... WSFS Bank will only consider candidates who are presently authorized to work for any employer in ...

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Fee Only Financial Advisor information

See Delaware salary details

$36K

$102.2K

$144.1K

How much do fee only financial advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for fee only financial advisor in Delaware is $102,222.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,100.00 and $131,100.00 per year, depending on experience, location, and employer.

What is a fee only financial advisor?

A fee-only financial advisor is a financial professional who is compensated solely by the fees paid directly by their clients, rather than earning commissions or incentives for selling specific products. This compensation structure is designed to reduce potential conflicts of interest, as the advisor’s only financial motivation is to provide advice that is in the best interest of the client. Fee-only advisors typically charge hourly, flat, or percentage-based fees for their services. Many people choose fee-only advisors for greater transparency and objective financial guidance.

What are the key skills and qualifications needed to thrive as a fee only financial advisor?

To thrive as a Fee Only Financial Advisor, you need a solid background in financial planning, investment analysis, and regulatory compliance, often supported by a CFP or similar credential. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), portfolio management tools, and CRM systems is essential. Exceptional interpersonal skills, ethical judgment, and the ability to build trust are crucial soft skills in this role. These skills ensure that advisors provide unbiased, client-focused advice and build long-term relationships based on integrity and transparency.

How does a fee only financial advisor typically collaborate with other professionals to serve clients?

As a fee-only financial advisor, you will often work closely with professionals such as accountants, estate attorneys, and tax specialists to provide holistic financial planning for clients. This collaborative approach ensures that clients receive well-rounded advice tailored to their unique financial situations. Regular communication and coordination with these professionals is common, especially when developing tax strategies, estate plans, or handling complex investment portfolios. Being proactive in building and maintaining these relationships is crucial for delivering comprehensive and seamless client service.

What is the difference between Fee Only Financial Advisor vs Fee-Based Financial Advisor?

AspectFee Only Financial AdvisorFee-Based Financial Advisor
CompensationCharges only fees directly from clients, no commissionsCharges fees and may earn commissions from product sales
Conflicts of InterestLower potential for conflicts due to fee-only structurePotential conflicts due to commission-based earnings
Regulation & CertificationOften holds CFP, CFA, or similar credentialsMay hold similar credentials but with additional licensing for commissions
Work EnvironmentIndependent or affiliated with fee-only firmsOften affiliated with firms selling financial products

Fee Only Financial Advisors charge clients directly for their advice without earning commissions, promoting transparency and reducing conflicts of interest. Fee-Based Financial Advisors, on the other hand, earn both fees and commissions, which can create potential conflicts. Understanding these differences helps clients choose advisors aligned with their interests and needs.

How does a fee-only financial advisor get paid?

A fee-only financial advisor is paid directly by clients through transparent, flat fees or a percentage of assets under management. They do not receive commissions or incentives from product sales, which helps ensure unbiased advice. This compensation structure emphasizes fee transparency and aligns the advisor's interests with the client's financial goals.

How to become a fee-only financial advisor?

To become a fee-only financial advisor, individuals typically earn a bachelor's degree in finance, economics, or a related field, and gain experience in financial planning or advising. Many pursue certifications such as the Certified Financial Planner (CFP) designation, which requires completing coursework, passing an exam, and adhering to ethical standards. Licensing or registration with regulatory bodies may also be necessary depending on the services offered and jurisdiction.

What are popular job titles related to Fee Only Financial Advisor jobs in Delaware?

For Fee Only Financial Advisor jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Fee Only Financial Advisor jobs in Delaware look for?

The top searched job categories for Fee Only Financial Advisor jobs in Delaware are:

What cities in Delaware are hiring for Fee Only Financial Advisor jobs?

Cities in Delaware with the most Fee Only Financial Advisor job openings:

GCM Relationship Manager IV - Loan Agency

M&T Bank

Wilmington, DE • On-site

Full-time

Re-posted 3 days ago


M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

79th of 171 rated banks


Job description

Overview:
Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of significant intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in development and delivery of innovative products and/or services. Works with internal partners as appropriate. Demonstrates a thorough and expert understanding of duties in the market and related controls. Administers transactions that may have significant complexity and impact to GCM, including new and/or high impact clients.
Primary Responsibilities:
  • Monitor relevant administrative and operational systems, databases and activity related to accounts of significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines.
  • Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
  • Ensure coordination of activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required. Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
  • Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
  • Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
  • Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.
  • Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
  • Provide coverage and support for other Relationship Managers within assigned Section/Unit as required by absence.
  • Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare related relevant documentation to support the attraction, retention and expansion of client relationships.
  • Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
  • Participate on Divisional and Departmental projects as assigned at a strategic and tactical level and inclusive of product development, fee structures, service delivery and policy and procedures.
  • Direct and/or monitor less experienced Relationship Managers and Client Administrators in the timely execution of cash flows, fee billing, internal and external reporting and tickler processing.
  • Work with management to identify opportunities to enhance GCM's control environment, existing and new products, internal coordination and collaboration and client service model and implement enhancements as requested to improve business results, client service and efficiency.
  • Advise and work with management on any actual or potential product changes, such as adverse court or regulatory rulings, competitive landscape changes and changes to market provisions in agreements, that may affect GCM's ability to sustain its' control environment, future profitability and growth to ensure pro-active responses to identified issues.
  • Supervise and monitor others in their managerial group.
  • Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.

Education and Experience Required:
Bachelor's degree and a minimum of 5 years' client service experience in Global Capital Markets products or markets,
OR in lieu of a degree,
A combined minimum of 9 years' higher education and/or work experience, including a minimum of 5 years' client service experience in Global Capital Markets products or markets
High level of proficiency with personal computers as well as pertinent software
High proficiency and experience reading, analyzing and interpreting legal documents
Ability to calculate figures and amounts such as discounts, interest, commissions and percentages
Familiarity with corporate structures, relevant laws and regulations
Strong problem-solving skills
Excellent verbal and written communication skills
Strong analytical skills
Strategic thinking skills
Minimum of 2 years' work leadership, supervisory and/or managerial experience
Strong interpersonal skills
Education and Experience Preferred:
CCTS (Certified Corporate Trust Specialist) certification
Working knowledge of pertinent specialized internal software applications
Demonstrated sense of ownership in jobs or projects
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Wilmington, Delaware, United States of America

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