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Financial Advisor Assistant Jobs in Delaware (NOW HIRING)

Financial Center Supervisor

Middletown, DE · On-site

$24.81 - $41.35/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Focus on customer-centric conversations to deepen relationships and be a trusted advisor. Be a role ... assist in building and nurturing a high-performing team. This includes participating in the ...

Partner with Front Office Product Desks, Investors, Financial Advisors, and Client Service teams to ... * Assist with day-to-day inquiries from Front Office, Clients, and Brokers. * Support monthly ...

Showing results 41-60

Financial Advisor Assistant information

See Delaware salary details

$28.5K

$54.3K

$91.1K

How much do financial advisor assistant jobs pay per year?

As of Aug 15, 2026, the average yearly pay for financial advisor assistant in Delaware is $54,292.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Delaware?

The most popular types of Financial Advisor jobs in Delaware are:

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

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

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

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

What cities in Delaware are hiring for Financial Advisor Assistant jobs?

Cities in Delaware with the most Financial Advisor Assistant job openings:

Infographic showing various Financial Advisor Assistant job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $54,292 per year, or $26.1 per hour.

Full-time

Re-posted 26 days ago


Job description

Job Summary:
We are looking for a skilled and experienced Honda Sales Advisor to join our team. As a Honda Sales Advisor, you will be responsible for assisting customers in selecting and purchasing Honda vehicles that meet their needs and preferences. Your deep knowledge of Honda vehicles and your exceptional customer service skills will be crucial in this role.
Responsibilities:
- Engage with customers to understand their vehicle preferences, budget, and requirements.
- Showcase Honda vehicles to customers and highlight key features and benefits.
- Assist customers in test driving Honda vehicles to experience performance and functionality.
- Provide information on pricing, financing options, and available warranties.
- Negotiate pricing and terms to close sales and meet sales targets.
- Follow up with customers post-sale to ensure satisfaction and address any concerns.
- Stay updated on Honda products, features, and industry trends.
Qualifications:
- High school diploma or equivalent.
- Proven experience in automotive sales, preferably with a focus on Honda vehicles.
- Knowledge of Honda vehicle models, features, and specifications.
- Strong communication, negotiation, and customer service skills.
- Ability to thrive in a fast-paced sales environment and meet sales targets.
- Detail-oriented with strong organizational skills.
- Valid driver's license.
Physical Requirements:
- Ability to stand for extended periods.
- Willingness to work flexible hours, including weekends and holidays.
At Company Name, we are committed to promoting diversity and providing equal opportunities to all qualified individuals without regard to race, ethnicity, religion, gender, age, sexual orientation, or disability.