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Finance Advisor Jobs in Delaware (NOW HIRING)

Savant Insights

Financial Advisor - Lewes, DE

Lewes, DE · On-site

$15K/yr

Financial Advisor in Lewes, DE Are you ready to build lasting relationships, deliver holistic financial guidance, and make a real impact in the lives of clients in Delaware? Savant Wealth Management ...

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site +1

$96K - $110K/yr

... finance. We use values-based planning to help clients understand not just what to do with their ... What you'll actually do You'll work directly alongside Jay as the primary support advisor across ...

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site

$96K - $110K/yr

... finance. We use values-based planning to help clients understand not just what to do with their ... What you'll actually do You'll work directly alongside Jay as the primary support advisor across ...

Bill Good Marketing

Financial Advisor

Wilmington, DE · On-site

$96K - $110K/yr

... finance. We use values-based planning to help clients understand not just what to do with their ... What you'll actually do You'll work directly alongside Jay as the primary support advisor across ...

State of Delaware

Fiscal Advisor III

Dover, DE · On-site

$48K/yr

Reviews and analyzes financial transactions and records to determine accuracy and monitors ... Job Requirements JOB REQUIREMENTS for Fiscal Advisor III Applicants must have education, training ...

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All JobsFinance Advisor JobsFinance Advisor Jobs in Delaware

Finance Advisor information

See Delaware salary details

$36K

$102.2K

$144.1K

How much do finance advisor jobs pay per year?

As of Aug 6, 2026, the average yearly pay for finance 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 are the key skills and qualifications needed to thrive as a finance advisor, and why are they important?

To thrive as a Finance Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Excellent interpersonal skills, active listening, and the ability to build trust with clients are standout soft skills. These competencies are crucial for providing sound financial advice, maintaining client relationships, and ensuring regulatory compliance in a highly competitive industry.

How do finance advisors typically collaborate with other departments within an organization?

Finance Advisors frequently work with departments such as accounting, sales, and operations to gather financial data, understand business needs, and provide insights that support strategic decision-making. They often attend cross-functional meetings to align financial planning with organizational goals, ensuring that budgets and forecasts reflect the latest business developments. This collaboration helps Finance Advisors offer tailored financial advice and contribute to company-wide initiatives, making strong communication and teamwork skills especially valuable in this role.

What qualifications do I need to be a finance advisor?

To become a finance advisor, you typically need a bachelor's degree in finance, accounting, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often required or preferred, along with strong analytical skills and knowledge of financial planning tools. Licensing may also be necessary depending on the services offered and the region's regulations.

What is a finance advisor?

As a finance advisor, you help clients create financial plans for their future goals. Your job duties are to make recommendations based on your client’s assets and to assess the level of risk they’re willing to take. Your responsibilities include advising on investments, retirement plans, life insurance, and tax planning. Your success as a finance advisor depends on your ability to clearly communicate financial options and investment strategies to your clients, who may not be as financially literate as you. Your job is to guide them toward making informed decisions to grow their money and reach their financial goals.

What is the difference between Finance Advisor vs Financial Planner?

AspectFinance AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment strategies, asset managementComprehensive financial planning, retirement, estate

Finance Advisors and Financial Planners often share certifications and work in similar environments. However, Finance Advisors typically focus more on investment management and asset allocation, while Financial Planners provide broader financial planning services including retirement and estate planning. Both roles help clients achieve financial goals but differ in scope and specialization.

More about Finance Advisor jobs
What are the most commonly searched types of Finance Advisor jobs in Delaware? The most popular types of Finance Advisor jobs in Delaware are:
What are popular job titles related to Finance Advisor jobs in Delaware? For Finance Advisor jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Finance Advisor jobs in Delaware look for? The top searched job categories for Finance Advisor jobs in Delaware are:
What cities in Delaware are hiring for Finance Advisor jobs? Cities in Delaware with the most Finance Advisor job openings:
What are popular job titles related to Finance Advisor jobs in DE? For Finance Advisor jobs in DE, the most frequently searched job titles are:
Finance Advisor jobs near you
Infographic showing various Finance Advisor job openings in Delaware as of August 2026, with employment types broken down into 90% Full Time, 5% Temporary, and 5% Contract. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution, with an average salary of $102,222 per year, or $49.1 per hour.

Voya Financial Advisor Delaware

Voya Financial Advisors

Wilmington, DE • On-site

Full-time

Medical, Life, Retirement

Re-posted 15 days ago

Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

84th of 150 rated financial services

Job description

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Wilmington Delaware area.
This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Professional role, candidates must possess the following qualifications:
  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations - Series 7, 65 & 66 preferred
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:
  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge

At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success - including:
  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients' financial information and plans
  • Turnkey marketing services
  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
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