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Financial Planner Jobs in Delaware (NOW HIRING)

Waters Corporation

Financial Analyst

New Castle, DE · Hybrid

Assisting MSD FP&A activities, rolling forward queries and reports, posting journal entries, and completing reconciliations * Assessing current financial processes and reporting to identify ...

Waters Corporation

Financial Analyst

New Castle, DE · Hybrid

Assisting MSD FP&A activities, rolling forward queries and reports, posting journal entries, and completing reconciliations * Assessing current financial processes and reporting to identify ...

Waters Corporation

Financial Analyst

New Castle, DE · On-site

Assisting MSD FP&A activities, rolling forward queries and reports, posting journal entries, and completing reconciliations * Assessing current financial processes and reporting to identify ...

Waters Corporation

Financial Analyst

New Castle, DE · Hybrid

Assisting MSD FP&A activities, rolling forward queries and reports, posting journal entries, and completing reconciliations * Assessing current financial processes and reporting to identify ...

Metcash

About the Opportunity We're looking for an FP&A Manager to join our Finance team at our Heatherton National Support Office (with occasional travel to Port Melbourne), leading enterprise planning ...

Solenis

Sr FP&A Analyst

Wilmington, DE · Hybrid

$84K - $124K/yr

As Sr FP&A Analyst you will play a critical role in strengthening financial discipline across plant operations, improving costs control, identifying cost savings opportunities across manufacturing ...

Solenis

Sr FP&A Analyst

Wilmington, DE · On-site

$84K - $124K/yr

As Sr FP&A Analyst you will play a critical role in strengthening financial discipline across plant operations, improving costs control, identifying cost savings opportunities across manufacturing ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Delaware

Financial Planner information

See Delaware salary details

$50.5K

$96.8K

$139.6K

How much do financial planner jobs pay per year?

As of Jul 20, 2026, the average yearly pay for financial planner in Delaware is $96,764.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,100.00 and $102,100.00 per year, depending on experience, location, and employer.

Is a CFP better than a CPA?

A Financial Planner with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA focuses on accounting, tax preparation, and auditing. Both credentials serve different roles, and the better choice depends on the specific financial services needed.

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

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

Is $200,000 enough to work with a financial advisor?

A financial planner typically recommends clients have at least $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, a financial advisor can still provide personalized financial planning and investment management, but the scope and fee structure may differ based on the advisor's policies and services offered.

Is being a financial planner a good career?

A financial planner is a professional who helps clients manage their finances, investments, and retirement planning. It can be a rewarding career with opportunities for growth, especially for those with strong interpersonal skills and relevant certifications like the CFP. Job stability and earning potential vary based on experience, location, and client base.

What is a Financial Planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful financial planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly higher incomes. Compensation often includes commissions, fees, or a combination of both, and the job requires strong interpersonal and analytical skills.

What Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Delaware? The most popular types of Financial Planner jobs in Delaware are:
What are popular job titles related to Financial Planner jobs in Delaware? For Financial Planner jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Delaware look for? The top searched job categories for Financial Planner jobs in Delaware are:
What cities in Delaware are hiring for Financial Planner jobs? Cities in Delaware with the most Financial Planner job openings:
What are popular job titles related to Financial Planner jobs in DE? For Financial Planner jobs in DE, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Delaware as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $96,764 per year, or $46.5 per hour.

Producing Financial Planner

RiversEdge Advisors

Wilmington, DE • On-site

$73K - $99K/yr

Full-time

Medical, Retirement

Re-posted 9 days ago

Job description

Salary: $75K Base with an 18 month break even on book transition

RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Producing Financial Planner to join our team. We are a fee-based firm located right on the Christina River. The Producing Financial Planner will support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com


Responsibilities include:

  • Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
  • Actively solicits new and existing financial planning and investments solutions from business owner, retiree, executive and young professional client segment
  • Based on individualized needs analysis, collaborates with Financial Advisory team to create recommendations for customized financial solutions to current and potential customers.
  • Profiles clients and deliver recommendations to ensure these needs are met.
  • Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
  • Delivers a diversified set of investment and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential clients.
  • Increases assets under management by offering planning and investment solutions to clients and leveraging partnerships with centers of influence and current clients.
  • Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
  • Follows firm process of regularly meeting with clients to make adjustments to strategies based on their current situation and goals.
  • Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
  • Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
  • Understands and adheres to the companys risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Completes other related duties as assigned.


Position Requirements:

  • Bachelors degree; preferably in business
  • Prior business development experience necessary (5+ years)
  • Must have or obtain appropriate investment licenses (within 90 days of hire)
  • Vast networking skills
  • Good written and verbal communication skills
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment
  • Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion

Benefits:

  • The salary range for this position will be competitive with the market depending on experience and credentials
  • Competitive healthcare with company match to HSA
  • Ability to work remotely on an as-needed basis with manager approval
  • 401(k) after 6 months of employment
  • Personal and bereavement leave
  • Upbeat and lively working environment


A background and credit check will be required. We are an Equal Opportunity Employer.