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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 Aug 14, 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:

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, 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.

Finance & Business Management

JPMorgan Chase & Co.

Wilmington, DE • On-site

Full-time

Medical, Retirement

Re-posted 12 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 494 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description


We are seeking a highly motivated, organized and detail-oriented Senior Associate to join our Product, Experience, & Technology (PXT) Transformation & Governance team. This role will give you the opportunity to support transformation initiatives, budget processes, calendarization, and analytics in the PXT Planning & Analysis (P&A) area.
As a Senior Associate in PXT P&A, you will collaborate with Finance & Business Management (F&BM) partners and other central PXT team members to enhance processes, drive standardization, and lead change across financial planning, forecasting, and reporting. You will develop strong subject matter expertise in existing tools and processes, translate complex concepts for diverse audiences, and enable the PXT community through clear guidance, communications, and training.
Job responsibilities
  • Oversee and provide guidance for finance teams on forecasting and budgeting PXT expenses, promoting consistent approaches and adherence to standards.
  • Coordinate with cross-functional teams to align budget timelines, requirements, and inputs; drive timely closure of open items and escalations as needed.
  • Develop and maintain deep SME knowledge of PXT planning and reporting processes and the associated tooling; act as a go-to resource for questions, triage, and best practices across the community.
  • Understand various financial tools and support PXT teams in structuring their financial data appropriately to derive accurate insights; partner with stakeholders to improve data quality and usability.
  • Drive change and transformation initiatives (e.g., process simplification, standardization, automation, improved controls, reporting enhancements), including problem definition, solution design, stakeholder alignment, and rollout/adoption.
  • Collaborate with cross-functional teams to understand needs and deliver solutions; establish clear requirements, success metrics, and feedback loops.
  • Create and maintain detailed budget process documentation, controls, and guidance materials; ensure content is current, easy to consume, and actionable.

Required Qualifications, capabilities and skills
  • Bachelor's degree in Finance, Business Analytics, Information Systems, or a related field.
  • 4+ years of relevant experience.
  • Strong analytical and problem-solving skills with keen attention to detail and a focus on root-cause analysis.
  • Excellent written and verbal communication skills, including the ability to synthesize complex topics into clear, audience-appropriate messages and materials.
  • Demonstrated ability to drive change across multiple stakeholders (influence without authority), manage resistance, and deliver sustainable process improvements.
  • Highly organized with strong program/process management skills; ability to manage multiple tasks and projects simultaneously in a fast-paced environment.
  • Self-motivated, tenacious and able to work with high degree of independence

Preferred qualifications, capabilities, and skills
  • Hands on experience with Pi, Essbase, SQL, Tableau and Alteryx in a professional setting is a plus.

About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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