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Financial Planning Associate Jobs in Delaware (NOW HIRING)

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Financial Planning Associate information

See Delaware salary details

$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Aug 7, 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 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 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
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:
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, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,539 per year, or $32 per hour.

Manager, Accounting - Controllers Group

Capital One

Wilmington, DE • On-site

Full-time

Posted 6 days ago


Capital One rating

7.7

Company rating: 7.7 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

93rd of 170 rated banks


Job description

Manager, Accounting - Controllers Group

Are you an analytical forward thinker who thrives on being a key leader in a high energy financial services organization? Do you want to work in a business-casual, collaborative environment where your contributions are recognized, successes are elevated and effort is rewarded? Our accountants are masters of accounting principles with an understanding of the full end-to-end accounting process. You will be surrounded by intellectually curious accounting professionals every day, all with the end goal of creating a seamless, well-managed client experience. As the demand for skilled accountants is at an all-time high - Capital One can provide an environment where you can excel in your career while still maintaining a work life balance. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared values, come together to make Capital One a great company - and a great place to work.

We are seeking a highly motivated accountant to join the team as a Manager with a focus on accounting, reporting, and analytics. You will lead a high-performing team with a focus on evolving our financial processes alongside exciting new strategic initiatives, product launches and systems integrations. You will be a self-starter responsible for managing multiple priorities across the team and meeting deadlines in a fast-paced, time-sensitive environment. You will bring a risk-centric mindset to govern important financial processes and ensure financial results are reported completely and accurately. Your role will provide an opportunity to engage with executive stakeholders and partner with Financial Planning, Corporate Development and the Line of Business to drive appropriate accounting and reporting in our external filings and internal reporting.

Responsibilities

  • Actively support training, development, and evaluation of associates to create a high-performing, cohesive team

  • Oversee the delivery of monthly, quarterly and annual analyses results to VP+ and Controller, focusing on key drivers of periodic changes, impacts of projects or unusual transactions and variances to expectations

  • Develop deep subject matter expertise in technical accounting aspects of products and operations and consult with Line of Business, Financial Planning, Policy, and other internal partners on how accounting treatment impacts financial reporting

  • Partner directly with Line of Business, Financial Planning, Corporate Development, Policy and other Accounting and Reporting teams to support new enterprise and business initiatives, projects, and acquisitions

  • Inspire the team to drive efficiencies and reduce risk through the identification and implementation of process improvements

  • Review and maintain supporting documentation to substantiate information included in SEC and regulatory filings and disclosures

  • Provide technical support on accounting disclosures to ensure compliance with U.S. GAAP, SEC regulations and regulatory requirements

  • Implement appropriate risk management of processes, procedures and standards while incorporating updates as a result of changing business factors

  • Assist in external audit coordination and internal audit reviews

  • Support ongoing SOX and regulatory compliance requirements

Basic Qualifications

  • Bachelor's degree or military experience

  • At least 5 years of experience in accounting or audit or finance, or a combination

Preferred Qualifications

  • Active Certified Public Accountant (CPA) license

  • 7+ years of experience in accounting or audit or finance, or a combination

  • 3+ years of experience in people management

  • 5+ years of experience with financial institutions

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA: $151,900 - $173,400 for Manager, Accounting


Richmond, VA: $138,100 - $157,700 for Manager, Accounting


Wilmington, DE: $138,100 - $157,700 for Manager, Accounting









Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).


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