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Financial Planning Associate Jobs in Delaware (NOW HIRING)

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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 Jun 15, 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 an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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.

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.

What is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

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.

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.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
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 June 2026, with employment types broken down into 1% As Needed, 72% Full Time, 26% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,539 per year, or $32 per hour.
Business Unit Finance Manager

Business Unit Finance Manager

Liberty Personnel Services, Inc

Wilmington, DE • Hybrid

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Business Unit Finance Manager

90,000 - 120,000 & Bonus

Philadelphia, PA

Role:

The Finance Business Partner serves as a strategic advisor to the parent company's leadership, helping translate business goals into financial insights and actionable guidance. This role partners closely with leaders to support decision-making, prioritize financial initiatives, and ensure alignment between business unit needs and finance capabilities. The position also helps drive scalable, consistent financial processes while supporting the continued evolution of the organization's operating model.

Responsibilities:

  • Partner with leadership teams to provide financial guidance that supports strategic and operational decision-making.
  • Translate business priorities into meaningful financial analysis, recommendations, and planning support.
  • Build strong cross-functional relationships to help align finance processes with evolving business needs.
  • Support growth initiatives by evaluating financial impact, resource allocation, and operational efficiency opportunities.
  • Help maintain consistent financial governance and scalable practices across teams and initiatives.
  • Serve as a key liaison between business stakeholders and finance functions to improve communication and execution.

Qualifications:

  • Bachelor's Degree in Accounting or Finance is required.
  • CPA, Master's or MBA is highly preferred
  • 5+ years of experience, ideally a combination of accounting and FP&A
  • A strong background with accounting principles, financial planning and analysis, decision support, and financial reporting
  • Ability to work and speak with all levels of professionals both internally and externally

Compensation:
A very competitive compensation package will be available for this position including base salary, monthly and annual bonuses (typically 25-30% + annually), medical, dental, vision, 401K, profit sharing, wellness programs, vacation and sick time, paid holidays, employee growth, educational trainings and certifications, etc.

Working Situation:
This is Hybrid situation with 4 days in the office - Monday, Tues, Wed, Thurs in office.

Apply:

To be considered for this opening, please apply to or click the Apply button below.

Please add me on LinkedIn -- https://www.linkedin.com/in/kriskieres/

Kris Kieres

Liberty Personnel Services

Employment type
Full-time

Experience
Associate

Job function
Accounting

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#AccountingFinance
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Company Description

Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!
Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.
Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:
Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.