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Financial Advisor Manager Jobs in Delaware (NOW HIRING)

Fiscal Advisor V

Dover, DE · On-site

$61K/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 ...

Be Seen First

About the Role At Green Arrow Financial Advisors, we deliver future-focused financial solutions ... Manage front desk operations to ensure a welcoming environment. Greet clients promptly and ...

Director of Finance

Wilmington, DE · On-site

$120 - $180/hr

Serves as the primary financial advisor to the Executive Director, organizational leadership ... Manages organizational cash flow, liquidity and working capital * Oversees banking relationships ...

Fiduciary Advisor

Wilmington, DE · On-site

$57K - $96K/yr

As a Fiduciary Advisor within PNC's Private Bank organization, you will be based in Wilmington, DE ... Preferred Skills Decision Making, Finance Strategy, Investment Management, Legal Practices, Real ...

At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm ... Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich ...

This role involves managing personal trusts, ensuring compliance with legal and regulatory ... Bachelor's degree in Finance, Accounting, Law, or a related field. Advanced degree or professional ...

Showing results 41-60

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 Aug 16, 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 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 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 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 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 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:

$61K/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 80 frontline employees who took The Breakroom Quiz

14th of 50 rated states


Job description

Summary Statement
The incumbent in this position will work in the Central Business Office and provide fiscal support for the Medical Department within the Department of Correction. This support will include but is not limited to oversight of the Medical Department's budget, tracking expenditures, processing purchase orders, invoices and accounts receivable.
Preferred Qualification
Applicants who do not possess the preferred qualification will still be eligible to compete for this position if job requirements are met.
  1. Six months experience in using the First State Financial System (FSF) to enter, update, modify, delete, retrieve/inquire and report on data.

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 V
Applicants must have education, training and/or experience demonstrating competence in each of the following areas:
  1. Four years' 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. Two years' experience in analyzing financial problems, developing alternatives, recommending and advising management on solutions.
  3. Coursework, training and/or work experience in budget management and control such as managing a budget for the purpose of keeping expenditures within the limitations of available appropriations and available revenue and maintaining, monitoring, projecting and controlling a budget within set policies and procedures.
  4. Coursework, training and/or work experience in staff supervision which may include performing as a lead worker overseeing the work of others.

Additional Posting Information
The State of Delaware recognizes the value of telework and flexible working schedules. This position is eligible for Alternative Work Schedules according to the State of Delaware's Alternative Work Arrangement Policy. More information will be shared at the time of interview.
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.
Pre-employment Drug Testing: Upon a conditional offer, you must undergo pre-employment drug testing as part of the hiring process.
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.
Upon a conditional offer, the applicant must undergo a pre-employment base line two step tuberculin skin test (TST) as part of the hiring process.
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. TDD users may request an auxiliary aid or service by calling (800) 232-5470 or by visiting delawarerelay.com. You may also call (302) 739-5458 or email DHR_ADAConcerns@delaware.gov for additional applicant services support.
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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