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Financial Planning Assistant Jobs in Delaware (NOW HIRING)

... * Assist with creating, reviewing, and deploying finance policies. * Collaborate with FP&A to ensure strong data quality used for budgeting, forecasting, and management reporting. * Perform ...

... * Assist with creating, reviewing, and deploying finance policies. * Collaborate with FP&A to ensure strong data quality used for budgeting, forecasting, and management reporting. * Perform ...

... * Assist with creating, reviewing, and deploying finance policies. * Collaborate with FP&A to ensure strong data quality used for budgeting, forecasting, and management reporting. * Perform ...

Assistant Manager

Newark, DE

$22.50 - $27.75/hr

As an Assistant Manager, your role is vital in ensuring profitable store sales growth and creating ... Financial Well-being: 401(k) with employer-matched contribution and financial planning assistance.

Assistant Manager

Newark, DE

$22.50 - $27.75/hr

As an Assistant Manager, your role is vital in ensuring profitable store sales growth and creating ... Financial Well-being: 401(k) with employer-matched contribution and financial planning assistance.

Assistant Manager

Newark, DE · On-site

$22.50 - $27.75/hr

As an Assistant Manager, your role is vital in ensuring profitable store sales growth and creating ... Financial Well-being: 401(k) with employer-matched contribution and financial planning assistance.

Assistant Manager

Newark, DE

$22.50 - $27.75/hr

As an Assistant Manager, your role is vital in ensuring profitable store sales growth and creating ... Financial Well-being: 401(k) with employer-matched contribution and financial planning assistance.

Showing results 21-40

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 14, 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 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 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 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.

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 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 cities in Delaware are hiring for Financial Planning Assistant jobs?

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

Infographic showing various Financial Planning Assistant job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $60,669 per year, or $29.2 per hour.

Full-time

Posted 13 days ago


Job description

Summary Statement

The incumbent in this position will work under the direction of the Deputy Chief of Administrative Services and be responsible for overall leadership of the Central Business Office, to include developing and administering the agencies annual operating and capital budgets of over $450 million, payroll operations for more than 2,600 full-time employees, accounts payable and receivable operations, financial analysis and forecasting, grants management, fleet management, procurement and contracting.\r\n

Essential Functions

Essential functions are fundamental, core functions common to all positions in the class series and are not intended to be an exhaustive list of all job duties for any one position in the class. Since class specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here.\r\n\r\n Manages the analysis, formulation, and integration of a Department's financial management programs.Develops and implements methods for program evaluation.\r\n Oversees development of multi-year plans/programs. Works with departmental, executive, and legislative officials to explain financial plans and issues.Determines problem areas and recommends solutions.\r\n Proposes legislation that will support the Department's strategic plan.\r\n Coordinates, facilitates, and reports back to management the activities and progress of various focus groups/task forces/steering committees.\r\n Provides planning, budgetary, and management expertise to Department administration and operations managers.\r\n Monitors day-to-day fiscal activities to ensure they meet state/federal objectives and/or guidelines. \r\n\r\n

Job Requirements

JOB REQUIREMENTS for Assistant Director Financial Management \r\nApplicants must have education, training and/or experience demonstrating competence in each of the following areas:\r\n\r\n Three years' experience in financial administration such as comprehensive analysis of programs, budgets, projects, services, alternatives, and costs; financial planning, revenue generation, revenue forecasting, expenditure forecasting, cash flow management and establishing internal control.\r\n Three years' experience in interpreting and analyzing financial reports. \r\n Six months experience in strategic planning such asplanning and mapping a path between the present and future usually for three to five years by determining key objectives, how to accomplish the key objectives, what strategies should be used, what activities would contribute to accomplishing the key objectives and developing performance measures to gauge and report progress or success. \r\n Six months experience in operations management which includes planning, directing, coordinating, controlling and evaluating operations typically through subordinate supervisors. \r\n\r\n

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.\r\n\r\nCriminal 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.\r\n\r\n\r\nPre-employment Drug Testing: Upon a conditional offer, you must undergo pre-employment drug testing as part of the hiring process.\r\nUpon a conditional offer, the applicant must undergo a pre-employment base line two step tuberculin skin test (TST) as part of the hiring process.\r\n

Benefits

To learn more about the comprehensive benefit package please visit our website at https://dhr.delaware.gov/benefits/\r\n

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.\r\n\r\nOnce 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.\r\n

Accommodations

Accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an auxiliary aid or service please call (302) 739-5458. TDD users should call the Delaware Relay Service Number 1-800-232-5460 for assistance.\r\nThe 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.\r\n

Employment Type: Full Time