ZipRecruiter

Log In

1

Financial Planning Assistant Jobs in Delaware (NOW HIRING)

SPI Pharma

FP&A Analyst

Wilmington, DE · On-site

$70 - $100/hr

The FP&A Analyst plays a vital role in SPI Pharma's finance team in tasks relating to financial ... * Assist with special financial and business-related studies and collaborate with other ...

WSFS Bank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

Support the development of financial plans covering retirement, investments, tax efficiency, risk management and estate planning basics. * Assist with portfolio reviews, asset allocation analysis and ...

next page

Showing results 1-20

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Delaware

Financial Planning Assistant information

See Delaware salary details

$35.5K

$60.7K

$104.6K

How much do financial planning assistant jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial planning assistant in Delaware is $60,669.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,600.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Delaware?

The most popular types of Financial Planning jobs in Delaware are:

What are popular job titles related to Financial Planning Assistant jobs in Delaware?

For Financial Planning Assistant jobs in Delaware, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Delaware look for?

The top searched job categories for Financial Planning Assistant jobs in Delaware are:

What cities in Delaware are hiring for Financial Planning Assistant jobs?

Cities in Delaware with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $60,669 per year, or $29.2 per hour.

Financial Planning & Analysis (FP&A) Analyst

ENSTRUCTURE LLC

Wilmington, DE • On-site

Full-time

Posted yesterday

New

Enstructure rating

7.4

Company rating: 7.4 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Position Overview:

We are seeking a detail-oriented and analytical Financial Planning & Analysis (FP&A) Analyst to join our team in Wilmington, Delaware. This role plays a key part in providing financial insights and recommendations to drive business performance and support strategic decision-making. The analyst will initially focus on operations and financial planning for Enstructure Wilmington. As familiarity and expertise with the port grow, there will be opportunities to expand responsibilities and support FP&A efforts across other terminals in our network. The ideal candidate will have strong analytical skills, financial acumen, and the ability to work effectively in a fast-paced, operational environment.

Key Responsibilities:

  • Develop and maintain detailed financial models to support budgeting, forecasting, and long-term planning
  • Analyze financial performance, variances, and trends to provide actionable insights to leadership
  • Partner with operational teams to track KPIs and support business initiatives
  • Prepare monthly and quarterly reporting packages for senior management
  • Assist in the development of annual budgets and periodic reforecasts
  • Conduct cost-benefit analyses and support investment/business case development
  • Monitor and improve internal financial controls, processes, and data accuracy
  • Support financial planning and analysis activities at other terminals beyond Port Wilmington
  • Support ad hoc financial analysis and special projects as needed

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; CFA, MBA, or CPA a plus
  • 2–5 years of experience in FP&A, financial analysis, or a related field
  • Strong proficiency in Excel and financial modeling; experience with ERP and BI tools (e.g., SAP, Oracle, Power BI, Tableau) preferred
  • Excellent analytical, problem-solving, and critical thinking skills
  • Strong communication skills with the ability to present financial information to non-financial stakeholders
  • Ability to work independently and collaboratively in a cross-functional team environment
  • Prior experience in logistics, transportation, or port operations is a plus

What Enstructure employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom