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Financial Planning Associate Jobs in Delaware (NOW HIRING)

Wsfsbank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million.

WSFS Bank

Associate Financial Advisor

Wilmington, DE

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million.

Wsfsbank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million.

WSFS Bank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million.

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Financial Planning Associate information

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$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for financial planning associate in Delaware is $31.99, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.42 per hour, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 Associate jobs in Delaware?

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate 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 $66,539 per year, or $32 per hour.

Manager, Financial Planning & Analysis

AAA Club Alliance, Inc.

Wilmington, DE • On-site

$80K - $118K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

AAA Club Alliance rating

7.1

Company rating: 7.1 out of 10

Based on 47 frontline employees who took The Breakroom Quiz

252nd of 314 rated insurance

Job description

AAA Club Alliance is hiring for a Manager, Financial Planning & Analysis (FP&A) to join our team! The Manager, FP&A, will be responsible for financial planning & analysis support for the assigned Automotive & Membership lines of business (LOB) and finance transformation efforts. This position will assist the Financial Leadership Team in the development of reporting, business models and analysis to support the business with the broader organization in mind. In addition, this role will serve as the conduit between the Accounting & Finance teams and the LOB to ensure consistent messaging on business results, open lines of communication, and adequate support for the business partners. This position will also oversee while providing guidance and mentorship to the members of the team.
What We Offer You:
As part of our team, you'll enjoy a total rewards package designed to support your well-being, growth, and work-life balance. Our package includes:
  • Competitive annual salary; the starting base compensation for this position is: $80,005-$118,921*
  • Annual Bonus Eligibility
  • Hybrid schedule (3 days on-site weekly)
  • Comprehensive health benefits package
  • Generous accrued paid time off + 8 paid holidays
  • 401(K) plan with company match up to 7%
  • Professional development opportunities and tuition reimbursement
  • Paid time off to volunteer & company-sponsored volunteer events throughout the year
  • Other benefits include a complimentary AAA Membership, Health & Wellness Program, Health Concierge Service, Life Insurance and Short Term/Long Term Disability

* The base pay range shown is a guideline for compensation and ultimate salary offered will be based on factors such as applicant experience and geographic location.
Primary Responsibilities:
  • Business Planning/Forecasting Support: Support Managing Director in the development of the LOB customer sales and business forecasts, and annual operating plans. Analyze any fluctuations between the plan/forecast and actual trends. Identify any risks/opportunities in forecast and support solutions for driving sales and profit.
    • Through analysis of business results, identify and recommend appropriate courses of action to mitigate risk or improve performance. Provide insight and analysis into drivers of change for key metrics (e.g. net revenue, gross margin and net income) versus prior year and plan/projection by business.
    • Consolidate and analyze financial data (budgets, income statement, forecasts, etc.)
    • Conduct historical and predictive analysis
    • Assist in the budget process
  • Support PMO (Project Management Office): Assist in the support and liaise with the PMO on various projects ensuring the financials are accurate.
    • Track actual spend on various projects; includes status and forecasts as well as actual versus budget.
    • Continuously evaluate the assessment of the accounting decisions for capital expenditures as opposed to operating expenditures
    • Support innovation projects for various LOB.
  • Report Development: Develop reporting to support assigned LOB, while keeping the broader organization in mind.
    • Develop financial models, conduct benchmarking and process analysis.
  • Personnel Management: provide oversight and guidance to the members of team.
    • Create and maintain development plans
    • Set and review objectives
    • Mentor with the goal of developing talent
    • Recruit for future openings within the organization
  • Accounting & Control: Maintain and continually improve strong internal controls that ensure company assets are adequately safeguarded always. This includes month end reporting, analysis of results and drivers of change bridges.
    • Support the administration of the Accounting Advocate Program
  • Drive Continuous Improvement & Problem Identification: Identify and recommend appropriate courses of action improve processes.
    • Work with LOB as well as finance leaders on ad hoc analysis as needed.
    • Present analytical findings and associate recommendations to Senior Leadership (CFO, CAO, VPs, etc.)
  • Support Finance Transformation efforts
  • Other duties as assigned.

Minimum Requirements:
  • Bachelor's degree in Finance
  • 6-8+ years' proven working experience as a senior financial analyst or higher

Knowledge, Skills & Abilities:
  • Proven success in a deadline driven environment.
  • Ability to identify key variances and highlight these and other issues to business leaders.
  • Excellent written and oral communication skills.
  • Ability to interact effectively at all levels of the organization.
  • Ability to manage multiple projects/priorities.
  • Strong analytical skills and Advanced Excel skills, RPA certification a plus.

Full time Associates are offered a comprehensive benefits package that includes:
  • Medical, Dental, and Vision plan options
  • Up to 2 weeks Paid parental leave
  • 401k plan with company match up to 7%
  • 2+ weeks of PTO within your first year
  • Paid company holidays
  • Company provided volunteer opportunities + 1 volunteer day per year
  • Free AAA Membership
  • Continual learning reimbursement up to $5,250 per year
  • And MORE! Check out our Benefits Page for more information

ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA's policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA's operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance.
Job Category:
Finance

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