... n Provides planning, budgetary, and management expertise to Department administration and ... Assistant Director Financial Management \r\nApplicants must have education, training and/or ...
... n Provides planning, budgetary, and management expertise to Department administration and ... Assistant Director Financial Management \r\nApplicants must have education, training and/or ...
Financial Services Representative - State Farm Agent Team Member
DE · On-site
$50K - $60K/yr
Consult customers with financial planning and investment options. * Assist customers with portfolio management and asset allocation. * Conduct financial reviews and recommend appropriate products.
Financial Services Representative - State Farm Agent Team Member
DE · On-site
$50K - $60K/yr
Consult customers with financial planning and investment options. * Assist customers with portfolio management and asset allocation. * Conduct financial reviews and recommend appropriate products.
Healthcare Finance Decision Support Manager - StrataJazz
Dover, DE · On-site
$111K - $172K/yr
Reimbursement analysis * Assist with implementation and ongoing maintenance of the STRATA rolling ... Support ERP, financial system, leasing software, and decision support implementations. * Mentor ...
New
Quick apply
Healthcare Finance Decision Support Manager - StrataJazz
Dover, DE · On-site
$111K - $172K/yr
Reimbursement analysis * Assist with implementation and ongoing maintenance of the STRATA rolling ... Support ERP, financial system, leasing software, and decision support implementations. * Mentor ...
New
Healthcare Finance Decision Support Manager - StrataJazz
Dover, DE · On-site
$111K - $172K/yr
Reimbursement analysis * Assist with implementation and ongoing maintenance of the STRATA rolling ... Support ERP, financial system, leasing software, and decision support implementations. * Mentor ...
New
Healthcare Finance Decision Support Manager - StrataJazz
Dover, DE · On-site
$111K - $172K/yr
Reimbursement analysis * Assist with implementation and ongoing maintenance of the STRATA rolling ... Support ERP, financial system, leasing software, and decision support implementations. * Mentor ...
New
Healthcare Finance Decision Support Manager - StrataJazz
Dover, DE · On-site
$111K - $172K/yr
Reimbursement analysis * Assist with implementation and ongoing maintenance of the STRATA rolling ... Support ERP, financial system, leasing software, and decision support implementations. * Mentor ...
New
Healthcare Finance Decision Support Manager - StrataJazz
Dover, DE · On-site
$111K - $172K/yr
Reimbursement analysis * Assist with implementation and ongoing maintenance of the STRATA rolling ... Support ERP, financial system, leasing software, and decision support implementations. * Mentor ...
New
We are a longstanding leader in financial planning and advice, a global asset manager and an ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
We are a longstanding leader in financial planning and advice, a global asset manager and an ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
We are a longstanding leader in financial planning and advice, a global asset manager and an ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
We are a longstanding leader in financial planning and advice, a global asset manager and an ... Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans ...
Insurance and Financial Services Position - State Farm Team Member
Lewes, DE · On-site
$50K - $61K/yr
Provide clients with comprehensive financial planning and insurance advice. * Assist clients with retirement planning, investment management, and insurance needs. * Stay current with market trends ...
Quick apply
Insurance and Financial Services Position - State Farm Team Member
Lewes, DE · On-site
$50K - $61K/yr
Provide clients with comprehensive financial planning and insurance advice. * Assist clients with retirement planning, investment management, and insurance needs. * Stay current with market trends ...
Assistant Vice President for Administration, Student Life Job no: 503263 College / VP Area: Vice ... Lead divisional financial planning, controls, and resource strategy, including multi-year budgeting ...
Assistant Vice President for Administration, Student Life Job no: 503263 College / VP Area: Vice ... Lead divisional financial planning, controls, and resource strategy, including multi-year budgeting ...
Assistant Vice President for Administration, Student Life Apply now Job no: 503263 College / VP ... Lead divisional financial planning, controls, and resource strategy, including multi-year budgeting ...
Assistant Vice President for Administration, Student Life Apply now Job no: 503263 College / VP ... Lead divisional financial planning, controls, and resource strategy, including multi-year budgeting ...
Strategic Finance Manager - Home Equity Lending
Newark, DE · On-site
$99K - $127K/yr
Finance Manager / Assistant Vice President - Home Equity Strategic Finance & Portfolio Analytics ... Progressive experience in financial planning and analysis in Consumer Lending, Home Equity ...
Strategic Finance Manager - Home Equity Lending
Newark, DE · On-site
$99K - $127K/yr
Finance Manager / Assistant Vice President - Home Equity Strategic Finance & Portfolio Analytics ... Progressive experience in financial planning and analysis in Consumer Lending, Home Equity ...
Strategic Finance Manager - Home Equity Lending
$99K - $127K/yr
Finance Manager / Assistant Vice President - Home Equity Strategic Finance & Portfolio Analytics ... Progressive experience in financial planning and analysis in Consumer Lending, Home Equity ...
Strategic Finance Manager - Home Equity Lending
$99K - $127K/yr
Finance Manager / Assistant Vice President - Home Equity Strategic Finance & Portfolio Analytics ... Progressive experience in financial planning and analysis in Consumer Lending, Home Equity ...
... * 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 ...
Manager Accounting
Middletown, DE · On-site
... * 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 ...
Manager Accounting
Middletown, DE · On-site
... * 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 ...
Manager Accounting
Middletown, DE · On-site
... * 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 ...
Manager Accounting
Middletown, DE · On-site
... * 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 ...
Accounting Manager
$120K - $140K/yr
... * 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 ...
Quick apply
Accounting Manager
$120K - $140K/yr
... * 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
$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
$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
$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
$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 · 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
$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.
Quick apply
Assistant Manager
$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.
Financial Planning Assistant information
See Delaware salary details
$35.5K - $41.8K
14% of jobs
$46.7K is the 25th percentile. Wages below this are outliers.
$41.8K - $48.1K
15% of jobs
The median wage is $53.8K / yr.
$48.1K - $54.4K
24% of jobs
$54.4K - $60.6K
17% of jobs
$64.8K is the 75th percentile. Wages above this are outliers.
$60.6K - $66.9K
9% of jobs
$66.9K - $73.2K
6% of jobs
$73.2K - $79.5K
3% of jobs
$79.5K - $85.8K
3% of jobs
$85.8K - $92K
3% of jobs
$92K - $98.3K
3% of jobs
$98.3K - $104.6K
3% of jobs
$35.5K
$60.7K
$104.6K
How much do financial planning assistant jobs pay per year?
What are some of the main ways a financial planning assistant supports financial advisors during client meetings?
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?
| Aspect | Financial Planning Assistant | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatory | Often requires a bachelor's degree; CFP certification is common and preferred |
| Work Environment | Supports financial planners in an office setting, handling administrative and client support tasks | Works directly with clients to develop and implement financial plans |
| Employer & Industry Usage | Employed by financial planning firms, banks, or investment companies | Employed 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?
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:

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