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Financial Advisor In Training Jobs in Delaware (NOW HIRING)

Summary Statement As Fiscal Advisor II, you will provide in-depth financial analysis of employer ... Coursework, training and/or work experience in staff supervision which may include performing as a ...

$19.25 - $24.75/hr

The Financial Aid Advisor is responsible for developing and finalizing student financial plans ... Participate in all financial aid training, meeting, and events as assigned. * Provide exemplary ...

Fiscal Advisor III

New Castle, DE · On-site

$46K - $70K/yr

Six months' experience in analyzing financial problems, developing alternatives, recommending and advising management on solutions. * Coursework, training and/or work experience in staff supervision ...

Fiscal Advisor V

Dover, DE · On-site

$74K - $89K/yr

Two years' experience in analyzing financial problems, developing alternatives, recommending and advising management on solutions. * Coursework, training and/or work experience in budget management ...

The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare ... financial wellbeing of colleagues and their families. The benefits for this position include ...

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Showing results 1-20

Financial Advisor In Training information

See Delaware salary details

$36K

$102.2K

$144.1K

How much do financial advisor in training jobs pay per year?

As of Jul 7, 2026, the average yearly pay for financial advisor in training 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 the difference between Financial Advisor In Training vs Financial Planner?

AspectFinancial Advisor In TrainingFinancial Planner
CertificationsTypically working towards certifications like CFP or Series 7Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentEntry-level, supervised training in financial firmsClient-facing, independent or team-based advisory roles
Job ResponsibilitiesAssisting with client research, learning financial planning processesDeveloping comprehensive financial plans, advising clients

Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.

What are the key skills and qualifications needed to thrive as a Financial Advisor In Training, and why are they important?

To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.

What is a Financial Advisor In Training?

A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.

What types of mentorship and training can I expect as a Financial Advisor In Training?

As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.
What are popular job titles related to Financial Advisor In Training jobs in Delaware? For Financial Advisor In Training jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Financial Advisor In Training jobs in Delaware look for? The top searched job categories for Financial Advisor In Training jobs in Delaware are:
What cities in Delaware are hiring for Financial Advisor In Training jobs? Cities in Delaware with the most Financial Advisor In Training job openings:
Infographic showing various Financial Advisor In Training job openings in Delaware as of July 2026, with employment types broken down into 91% Full Time, 8% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $102,222 per year, or $49.1 per hour.
Fiscal Advisor II

Fiscal Advisor II

State of Delaware

Wilmington, DE • On-site

$47K/yr

Other

This job post has expired today. Applications are no longer accepted.


State Of Delaware rating

7.9

Company rating: 7.9 out of 10

Based on 77 frontline employees who took The Breakroom Quiz

10th of 50 rated states


Job description

Summary Statement
As Fiscal Advisor II, you will provide in-depth financial analysis of employer accounting records, reports, journals, or statements to determine compliance with pertinent laws and regulations. This role will interpret and apply the Delaware Unemployment Compensation Law to identify coverage under its provisions. Responsibilities will primarily include analysis of employers' total financial status to provide recommendations related to the reduction of debt under the waiver and compromise provisions of the Law; conducting negotiations with employers to obtain overdue unemployment payments, payment plans, interest, and penalties; advising employers of legal actions which may be taken including placement of liens, attachment of employer assists, or prosecution; and advise employers of appeal rights and procedures for filing such appeals.
Essential Functions
Essential functions are fundamental and core functions common to all positions in the class series. This is not an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, employees can complete job duties of a similar kind not specifically listed here.
  • Reviews and analyzes financial transactions and records to determine accuracy and monitors adherence to agency budget, applicable agreements, grants, or contracts, as well as state or federal laws, rules, and regulations.
  • Analyzes, reconciles, and consolidates data to the general ledger from journals, records, and documents; takes trial balances and makes corrections, updates, and adjustments to bring funds into balance and maintains an audit trail.
  • Reviews financial transactions, classification and codes to ensure accuracy and recommends changes.
  • Maintains internal controls and applies accounting principles, practices, and standards.
  • Provides advice and technical guidance on matters in assigned fiscal function(s).
  • Compiles, analyzes and prepares a variety of statements and reports of financial health utilized in financial, budget, and personnel planning.
  • Researches and provides data, reports and other documentation to state, federal and independent auditors and for other requests for financial information.
  • Uses commercial and proprietary automated information systems and computer software to research, review, evaluate, and report on financial data.
  • Delivers excellent customer service to internal and external customers and the public in person, electronically, or by written communication.
  • Communicates and interacts effectively with people across cultures, ranges of ability, genders, ethnicities, ages, and races.
  • May be responsible for purchasing, disbursement, and inventory of equipment and supplies.

Job Requirements
JOB REQUIREMENTS for Fiscal Advisor II
Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
  1. One year of experience in compiling, analyzing and reporting on financial data to ensure effective and efficient accounting of funds or to make projections for financial planning.
  2. One year of experience in ensuring compliance of financial transactions with budgets, applicable agreements, grants or contacts, and state or federal laws, rules, and regulations.
  3. Six months' experience in researching and analyzing accounting transactions and records to reconcile discrepancies or errors and maintain an audit trail.
  4. Coursework, training and/or work experience in staff supervision which may include performing as a lead worker overseeing the work of others.

Conditions of Hire
Applicants must be legally authorized to work in the United States. The State of Delaware Executive Branch participates in the Federal E-Verify system where the State will provide the federal government with each new hires Form I-9 information to confirm that you are authorized to work in the U.S. For more information refer to our job seeker resources.
All new hires are required to report to the Statewide New Employee Orientation (SNEO) on their first day of employment. Sessions are held at designated locations in Kent or New Castle County.
Criminal background check: A satisfactory criminal background check is required as a condition of hire. The recruiting agency may require the applicant to pay for the criminal background check as part of the conditional offer of hire.
This position is a classification organized under an exclusive bargaining representative (labor organization) that has been elected by employees as their representative for collective bargaining and other applicable terms and conditions of employment, in accordance with Title 29, Chapter 59 and Title 19, Chapter 13 and 16. This position is covered by a collective bargaining agreement based on its individual terms.
Benefits
To learn more about the comprehensive benefit package please visit our website at https://dhr.delaware.gov/benefits/
Selection Process
The application and supplemental questionnaire are evaluated based upon a rating of your education, training and experience as they relate to the job requirements of the position. It is essential that you provide complete and accurate information on your application and the supplemental questionnaire to include dates of employment, job title and job duties. For education and training, list name of educational provider, training course titles and summary of course content. Narrative information supplied in response to the questions must be supported by the information supplied on the application including your employment, education and training history as it relates to the job requirements.
Once you have submitted your application on-line, all future correspondence related to your application will be sent via email. Please keep your contact information current. You may also view all correspondence sent to you by the State of Delaware in the "My Applications" tab at StateJobs.Delaware.gov.
Accommodations
Accommodations are available for applicants with disabilities in all phases of the application and employment process.
Individuals who use TDD may request auxiliary aid or service by calling (800) 232-5470 or by visiting delawarerelay.com.
If you need assistance with an accommodation under the Americans with Disabilities Act (ADA) or general applicant support, you may call (302) 739-5458 or email jobs@delaware.gov.
The State of Delaware is an Equal Opportunity employer and values a diverse workforce. We strongly encourage and seek out a workforce representative of Delaware including race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression.

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