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Financial Advisor Manager Jobs in Delaware (NOW HIRING)

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in ... Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in ... Financial Planner (CFP ® ), Certified Trust & Financial Advisor (CTFA), Certified Public ...

Wilmington Trust

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in ... Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant ...

Citizens

Wealth Advisor - Lewes, DE

Lewes, DE · On-site

$105K/yr

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term ... financial planning, investment management, insurance, and estate planning. Qualifications ...

Citizens Bank

Wealth Advisor - Lewes, DE

Lewes, DE · On-site

$105K/yr

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term ... financial planning, investment management, insurance, and estate planning. Qualifications ...

M&T Bank Corporation

Senior Client Advisor

Wilmington, DE · On-site

$154 - $256/hr

Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in ... Certified Financial Planner (CFP ® ), Certified Trust & Financial Advisor (CTFA), Certified Public ...

Osaic

Sr. Financial Planning Strategist

Wilmington, DE · On-site

$140K - $160K/yr

Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ... Ability to manage multiple complex cases simultaneously * Proficiency with Microsoft Office (Word ...

Dorsey College

$19.25 - $24.75/hr

The Financial Aid Advisor is responsible for developing and finalizing student financial plans ... Excellent organization and time management skills with the ability to prioritize and manage ...

Dorsey College

$19.25 - $24.75/hr

JOB TITLE Financial Aid Advisor DEPARTMENT Administration SUPERVISORY No REPORTS TO Director of ... Excellent organization and time management skills with the ability to prioritize and manage ...

DelDOT

Fiscal Advisor V

Wilmington, DE · On-site

$70 - $90/hr

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

Northern Trust

Sr. Relationship Advisor

Wilmington, DE · On-site

$132K - $132K/yr

SENIOR RELATIONSHIP/TRUST ADVISOR Summary The Senior Relationship /Trust Advisor manages complex ... financial planning, asset management and prudent investment principles 2. Combines technical ...

Northern Trust

Sr. Relationship Advisor

Wilmington, DE

$132K - $132K/yr

SENIOR RELATIONSHIP/TRUST ADVISOR Summary The Senior Relationship /Trust Advisor manages complex ... financial planning, asset management and prudent investment principles 2. Combines technical ...

Northern Trust

Sr. Relationship Advisor

Wilmington, DE · On-site

$132K - $132K/yr

SENIOR RELATIONSHIP/TRUST ADVISOR Summary The Senior Relationship /Trust Advisor manages complex ... financial planning, asset management and prudent investment principles 2. Combines technical ...

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All JobsFinancial Advisor JobsFinancial Advisor Manager JobsFinancial Advisor Manager Jobs in Delaware

Financial Advisor Manager information

See Delaware salary details

$36K

$102.2K

$144.1K

How much do financial advisor manager jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial advisor manager 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 financial advisor manager?

Financial Advisor Managers are professionals who oversee a team of financial advisors, guiding them in providing financial planning, investment advice, and portfolio management services to clients. They are responsible for setting sales goals, ensuring compliance with regulations, mentoring advisors, and helping to develop client relationships. These managers also play a key role in training new advisors and implementing strategies to improve team performance. By combining leadership skills with a deep understanding of financial products and markets, they help ensure that both clients and advisors achieve their financial objectives.

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

To thrive as a Financial Advisor Manager, you need a solid background in finance, investment strategies, and team leadership, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as the CFP or Series 7/66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional communication, coaching, and relationship-building skills set standout managers apart in guiding advisors and fostering client trust. These competencies are crucial for effectively leading advisory teams, ensuring regulatory compliance, and delivering superior client outcomes.

What are some common challenges financial advisor managers face when leading a team of advisors?

Financial Advisor Managers often encounter challenges such as balancing individual advisor development with team performance goals, managing diverse client portfolios, and keeping up with changing financial regulations. They must provide mentorship and ongoing training to help advisors achieve sales targets while maintaining ethical standards. Additionally, fostering a collaborative team environment and effectively implementing firm-wide strategies are crucial for both advisor satisfaction and client retention.

What is the difference between Financial Advisor Manager vs Financial Advisor?

AspectFinancial Advisor ManagerFinancial Advisor
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentOversees teams, manages client portfolios, strategic planningWorks directly with clients, provides financial planning and investment advice
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial firms, banks, independent practices

The main difference is that a Financial Advisor Manager oversees a team of advisors and handles managerial responsibilities, while a Financial Advisor works directly with clients to develop financial plans. Both roles require similar certifications and often operate within the same industry environments.

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 cities in Delaware are hiring for Financial Advisor Manager jobs?

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

Financial Advisor Manager jobs near you

Senior Client Advisor

M&T Bank

Wilmington, DE • On-site

$153K - $256K/yr

Full-time

Re-posted 4 days ago

Key responsibilities

  • Partner with Wealth Advisors to develop and execute strategic wealth plans for UHNW clients during prospecting and onboarding stages.

  • Manage all aspects of UHNW client relationships, ensuring high satisfaction and retention, and coordinate with internal and external teams to execute wealth plans.

  • Identify opportunities to deepen client relationships by vetting clients' assets and introducing additional value-added solutions.

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 188 frontline employees who took The Breakroom Quiz

77th of 175 rated banks

Job description

Overview:

Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families that leverage the full breadth of the organization's capabilities. Ensures proper delivery of Wilmington Trust's UHNW client experience across relationships, customized to accommodate individual client preferences. Coaches and provides guidance to Client Advisors as needed.

Primary Responsibilities:
  • Partner with Wealth Advisors to develop and execute strategic wealth plans for the prospecting and onboarding stages involving UHNW clients.
  • Serve in tandem with Wealth Advisors as joint primary contact to manage all aspects of the relationship in a manner focused on high overall satisfaction and retention. Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in investible assets.
  • Maintain Wilmington Trust's service level standards across all client-to-client team interactions, consistent with a world-class experience.
  • Maintain strong partnerships with clients' internal team members and external advisors to drive coordinated execution of the wealth plan.
  • Maintain a thorough understanding of Wilmington Trust's products and solutions and how to utilize them to address client needs.
  • Foster a deep level of customer intimacy via regular day-to-day interactions as well as attendance at specific events selected to optimize the client relationship.
  • Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients.
  • May serve as mentor and coach to Client Advisors as needed.
  • Identify opportunities for deepening client relationships by proactively vetting the client's book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc.
  • Participate in Wealth Advisor-led new client prospecting activities to support further growth of the organization's ultra-high net worth client segment.
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. 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.

  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.

  • Complete other related duties as assigned.
Scope of Responsibilities:

This position serves as the core point of contact for UHNW clients defined as having over $50 mm in investible assets and comprising the top 5 - 10% of all client relationships within the business, with primary goals of retaining and expanding client relationships.

Supervisory/Managerial Responsibilities:

Not Applicable

Education and Experience Required:

Bachelor's degree and a minimum of 7 years' relevant experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant experience

Deep expertise in planning, investments, banking, and fiduciary

Prior experience managing complex UHNW client relationships

Strong communications skills

Strong interpersonal skills

Strong influencing skills

Education and Experience Preferred:

MBA (Master's degree in Business Administration)

Minimum of 10 years' relevant experience

Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification

Physical Requirements:M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $153,700.00 - $256,100.00 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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