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Financial Advisor In Training Jobs in Delaware (NOW HIRING)

Carter Machinery

SHOP SERVICE ADVISOR

Felton, DE · On-site

The Shop Service Advisor is responsible for communicating with internal and external customers to ... In-house training instructors/programs. * Tuition reimbursement. * Employee referral bonus program.

AutoZone

MANAGER IN TRAINING

Middletown, DE · On-site

$16 - $18/hr

The Manager in Training (MIT) position is a transitional role designed to prepare you for promotion ... financial well-being. All AutoZoners (Full-Time and Part-Time): * Competitive pay * Unrivaled ...

AutoZone

MANAGER IN TRAINING

Millsboro, DE · On-site

$15 - $16.75/hr

The Manager in Training (MIT) position is a transitional role designed to prepare you for promotion ... financial well-being. All AutoZoners (Full-Time and Part-Time): * Competitive pay * Unrivaled ...

Carter Machinery

FIELD SERVICE ADVISOR

Felton, DE · On-site

The Field Service Advisor is responsible for communicating with internal and external customers to ... In-house training instructors/programs. * Tuition reimbursement. * Employee referral bonus program.

Carter Machinery

SHOP SERVICE ADVISOR

Felton, DE · On-site

The Shop Service Advisor is responsible for communicating with internal and external customers to ... In-house training instructors/programs. * Tuition reimbursement. * Employee referral bonus program.

Citizens Bank

Wealth Advisor - Lewes, DE

Lewes, DE · On-site

$105K/yr

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. * Demonstrated track record in new business development and client book management. * Proven ...

Fisher Auto Parts

Manager in Training

Laurel, DE · On-site

Success in this role will be accomplished through the consistent execution of all company ... financial goals including accounts receivable objectives; * Ensuring that an atmosphere of safety ...

Citizens

Wealth Advisor - Lewes, DE

Lewes, DE

$105K/yr

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. * Demonstrated track record in new business development and client book management. * Proven ...

Carter Machinery

FIELD SERVICE ADVISOR

Felton, DE · On-site

The Field Service Advisor is responsible for communicating with internal and external customers to ... In-house training instructors/programs. * Tuition reimbursement. * Employee referral bonus program.

Fisher Auto Parts

Manager in Training

Laurel, DE · On-site

Success in this role will be accomplished through the consistent execution of all company ... financial goals including accounts receivable objectives; * Ensuring that an atmosphere of safety ...

State of Delaware

Fiscal Advisor V

Wilmington, 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 ...

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All JobsFinancial Advisor In Training JobsFinancial Advisor In Training Jobs in Delaware

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 Jun 10, 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:
Financial Advisor In Training jobs near you
Infographic showing various Financial Advisor In Training job openings in Delaware as of June 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 100% In-person job distribution, with an average salary of $102,222 per year, or $49.1 per hour.
SHOP SERVICE ADVISOR

SHOP SERVICE ADVISOR

Carter Machinery

Felton, DE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Carter Machinery rating

8.8

Company rating: 8.8 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

12th of 140 rated vehicle equipment hire

Job description

Carter Machinery Company, the authorized Caterpillar dealer serving Virginia, West Virginia, Maryland, Delaware and Washington D.C. is hiring a Shop Service Advisor in Felton, Delaware. The Shop Service Advisor is responsible for communicating with internal and external customers to gather information regarding equipment issues and providing repair status updates while repairs are in progress; opening/processing work orders in an efficient and timely manner using thorough details on customer requests/complaints to ensure technician understanding and customer satisfaction. Seeking candidates with a minimum two years’ service related experience; heavy equipment exposure. High School diploma or equivalent, required.

Requirements for the Shop Service Advisor position include:

  • Must be proficient with Microsoft Office Products.
  • Must have excellent customer service skills and the ability to deal with stressful situations.
  • Must be a strong communicator with excellent oral and written communication skills.
  • Must be able to effectively multi-task.
  • Must have an attention to detail.
  • Working knowledge of the function and repair of heavy construction equipment preferred.
  • Must be able to work any shift.
  • Promote a positive customer experience.
  • Uphold the Core Values of Integrity, Commitment, Excellence and Teamwork by embracing The Carter Way.

Physical requirements must be met for the Shop Service Advisor job, including regularly being required to sit and talk or hear. The employee is frequently required to stand, walk, use hands to finger, handle, or feel and reach with hands and arms. Employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This job description is not intended to be all-inclusive. Additional duties may be assigned. 

Competitive Compensation and Benefits:

  • Health, dental and vision insurance.
  • Paid time off.
  • 401(k), $0.75 to $1.25 match up to 6%.
  • Life and disability insurance.
  • In-house training instructors/programs.
  • Tuition reimbursement.
  • Employee referral bonus program.
  • Discounts: cellular phone service, computers, tooling, cars and trucks.

Carter Machinery Co., Inc. is an EEO/AA Employer. All qualified individuals – including minorities, females, veterans, and individuals with disabilities, or any other characteristic protected by law – are encouraged to apply.

Carter Machinery is a drug-free workplace.

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