Lead and develop a high-performing team of finance professionals (associates and vice presidents), fostering a collaborative, disciplined, and results-oriented culture. * Own the PLCF management ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents), fostering a collaborative, disciplined, and results-oriented culture. * Own the PLCF management ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents), fostering a collaborative, disciplined, and results-oriented culture. * Own the PLCF management ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents), fostering a collaborative, disciplined, and results-oriented culture. * Own the PLCF management ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents), fostering a collaborative, disciplined, and results-oriented culture. * Own the PLCF management ...
Lead and develop a high-performing team of finance professionals (associates and vice presidents), fostering a collaborative, disciplined, and results-oriented culture. * Own the PLCF management ...
Financial Strategy Associate
Wilmington, DE · On-site +1
We provide training, mentorship, and licensing support to help you grow professionally and personally. Key Responsibilities * Educate clients on financial protection and retirement strategies
Financial Strategy Associate
Wilmington, DE · On-site +1
We provide training, mentorship, and licensing support to help you grow professionally and personally. Key Responsibilities * Educate clients on financial protection and retirement strategies
Associate Manager, Financial Planning & Analysis
Wilmington, DE · On-site
$72K - $106K/yr
The FP&A, Associate Finance Manager role will be responsible for financial planning & analysis ... Professional development opportunities and tuition reimbursement * Paid time off to volunteer ...
Associate Manager, Financial Planning & Analysis
Wilmington, DE · On-site
$72K - $106K/yr
The FP&A, Associate Finance Manager role will be responsible for financial planning & analysis ... Professional development opportunities and tuition reimbursement * Paid time off to volunteer ...
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding ... Growth-minded professionals ready to level up * Individuals willing to get licensed and commit to ...
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding ... Growth-minded professionals ready to level up * Individuals willing to get licensed and commit to ...
Associate Manager, Financial Planning & Analysis
Wilmington, DE · Hybrid
$72K - $106K/yr
The FP&A, Associate Finance Manager role will be responsible for financial planning & analysis ... Professional development opportunities and tuition reimbursement * Paid time off to volunteer ...
Associate Manager, Financial Planning & Analysis
Wilmington, DE · Hybrid
$72K - $106K/yr
The FP&A, Associate Finance Manager role will be responsible for financial planning & analysis ... Professional development opportunities and tuition reimbursement * Paid time off to volunteer ...
Consumer & Community Bank - Financial Controller - Associate
Newark, DE · On-site
$76K - $100K/yr
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
Consumer & Community Bank - Financial Controller - Associate
Newark, DE · On-site
$76K - $100K/yr
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
Finance & Restructuring Associate Attorney
$245K - $365K/yr
Wilmington, Delaware | Hybrid Finance & Restructuring Associate Attorney AmLaw 100 Opportunity A ... Strong mentorship and professional development opportunities * Collaborative and entrepreneurial ...
Quick apply
Finance & Restructuring Associate Attorney
$245K - $365K/yr
Wilmington, Delaware | Hybrid Finance & Restructuring Associate Attorney AmLaw 100 Opportunity A ... Strong mentorship and professional development opportunities * Collaborative and entrepreneurial ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
As an Associate in the Consumer & Community Bank Financial Control team, you will help ensure the ... professionals in our Corporate Functions cover a diverse range of areas from finance and risk to ...
Structured Finance Associate Attorney
Wilmington, DE · Hybrid
$235K - $390K/yr
Structured Finance Associate Attorney Direct Counsel is seeking a Structured Finance Associate ... Professional development and mentorship opportunities * Robust pro bono and community engagement ...
Quick apply
Structured Finance Associate Attorney
Wilmington, DE · Hybrid
$235K - $390K/yr
Structured Finance Associate Attorney Direct Counsel is seeking a Structured Finance Associate ... Professional development and mentorship opportunities * Robust pro bono and community engagement ...
Wilmington - Accounting and Finance Professionals - Senior Associates, Associate Managers & Managers
Wilmington, DE · On-site
... financial and accounting projects of critical strategic significance. Invest your time in tackling ... Professional Attributes * High energy and enthusiasm, with a strong commitment to exceeding client ...
Wilmington - Accounting and Finance Professionals - Senior Associates, Associate Managers & Managers
Wilmington, DE · On-site
... financial and accounting projects of critical strategic significance. Invest your time in tackling ... Professional Attributes * High energy and enthusiasm, with a strong commitment to exceeding client ...
Analyst, Financial
Wilmington, DE · On-site
$58K - $84K/yr
... Professional development opportunities and tuition reimbursement * Paid time off to volunteer ... Ability to interact effectively at all levels of the organization. Full time Associates are offered ...
Analyst, Financial
Wilmington, DE · On-site
$58K - $84K/yr
... Professional development opportunities and tuition reimbursement * Paid time off to volunteer ... Ability to interact effectively at all levels of the organization. Full time Associates are offered ...
Senior Financial Analyst
Wilmington, DE · On-site
$65K - $94K/yr
... Professional development opportunities and tuition reimbursement * Paid time off to volunteer ... Present analytical findings and associate recommendations to Senior Leadership (CFO, CAO, VPs, etc.
Senior Financial Analyst
Wilmington, DE · On-site
$65K - $94K/yr
... Professional development opportunities and tuition reimbursement * Paid time off to volunteer ... Present analytical findings and associate recommendations to Senior Leadership (CFO, CAO, VPs, etc.
Associate's Degree preferred Certified Revenue Cycle Representative (CRCR) and/or Certified Healthcare Financial Professional (CHFP) is required SuperUser certification is preferred Minimum five ...
Associate's Degree preferred Certified Revenue Cycle Representative (CRCR) and/or Certified Healthcare Financial Professional (CHFP) is required SuperUser certification is preferred Minimum five ...
Manage core financial planning processes-including forecasting, budgeting, and variance analysis-to ... professional manner Produce polished, executive-ready materials under tight timelines Required ...
Manage core financial planning processes-including forecasting, budgeting, and variance analysis-to ... professional manner Produce polished, executive-ready materials under tight timelines Required ...
Financial Professional Associate information
See Delaware salary details
$44.5K - $52.8K
21% of jobs
$54.6K is the 25th percentile. Wages below this are outliers.
$52.8K - $61.1K
21% of jobs
The median wage is $67.5K / yr.
$61.1K - $69.4K
11% of jobs
$69.4K - $77.7K
0% of jobs
$77.7K - $85.9K
0% of jobs
$85.9K - $94.2K
0% of jobs
$94.2K - $102.5K
3% of jobs
$102.5K - $110.8K
11% of jobs
$116.6K is the 75th percentile. Wages above this are outliers.
$110.8K - $119.1K
11% of jobs
$119.1K - $127.3K
10% of jobs
$127.3K - $135.6K
11% of jobs
$44.5K
$87.6K
$135.6K
How much do financial professional associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a financial professional associate?
What is a financial professional associate?
What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?
What is the difference between Financial Professional Associate vs Financial Advisor?
| Aspect | Financial Professional Associate | Financial Advisor |
|---|---|---|
| Required Credentials | Typically Series 6/7, possibly life insurance licenses | Series 7, 66, or 65, and relevant licenses |
| Work Environment | Support role in financial firms, assisting advisors | Client-facing, providing financial planning and investment advice |
| Employer & Industry Usage | Used in brokerage firms, banks, and financial institutions | Used across independent and firm-affiliated financial planning practices |
The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

Chase Auto Private Label Captive Finance - Financial Analysis
Wilmington, DE • On-site
Full-time
Medical, Retirement
Re-posted 6 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
73rd of 170 rated banks
Job description
Join Chase Auto Finance as an Executive Director within the Private Label Captive Finance (PLCF) team, leading Finance Business Management for a growing auto loan and lease portfolio. In this leadership role, you will manage a team of finance professionals and own PLCF's management reporting, forecasting and budgeting, and portfolio performance and profitability insights.
As an Executive Director within the Private Label Captive Finance (PLCF) team in Chase Auto Finance, you will partner closely with the PLCF President and four General Managers to deliver data-driven decision support that accelerates growth, improves performance transparency, and produces timely, executive-ready reporting and analysis across portfolio and program economics-including revenue, FTP/funding, credit losses, operating expense, and lease residual performance.
Job Responsibilities:
- Lead and develop a high-performing team of finance professionals (associates and vice presidents), fostering a collaborative, disciplined, and results-oriented culture.
- Own the PLCF management reporting (monthly/quarterly), including preparation of executive packages and presentations that clearly communicate performance, key drivers, risks, and actions.
- Oversee forecasting, planning, and budgeting (annual operating plan, rolling forecasts, business plans), including monthly earnings estimates, variance explanations, and narrative for senior leadership.
- Own/partner on portfolio and program-level P&L performance including revenue/yield and fees, FTP/funding, credit losses/provisions, OPEX, and partner/program mix; deliver driver-based insights and recommendations.
- Lead strategic initiatives to optimize portfolio performance and risk-adjusted profitability; translate analysis into actionable recommendations for senior leadership.
- Drive advanced analytics and modeling: build and maintain templates, models, and schedules for forecast/budget submissions and management reporting; develop business cases and financial projections for new initiatives (including potential technology investments), with scenarios and sensitivities.
- Partner on credit and loss analytics with Risk/Underwriting (e.g., delinquency and loss trends, vintage/cohort performance, policy and pricing impacts) and ensure appropriate incorporation into forecasts and profitability analysis.
- Partner on lease/residual economics analytics (e.g., residual value performance vs assumptions, depreciation/residual methodology impacts, remarketing outcomes where applicable) with Head of residual Value Risk and incorporate results into planning, reporting, and decision support.
- Ensure data integrity and controls by validating inputs and outputs (including FTP, loss, residual, and expense line items), ensuring policy adherence, and driving continuous improvement in reporting processes and data quality.
- Maintain and evolve performance metrics and datasets used to analyze volume, portfolio metrics, operating costs, and overall performance; track and report financial and non-financial KPIs.
- Serve as a key liaison across stakeholders, partnering with internal teams (business, risk, sales, underwriting, product, etc.) and engaging manufacturer/OEM stakeholders as needed to align on performance insights and requirements.
Required qualifications, skills, and capabilities:
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 10+ years of experience in finance/business management, including forecasting, reporting, and strategic analytics.
- Proven experience in strategy development, portfolio analytics, and risk management.
- Demonstrated people leadership experience managing and developing high-performing teams and delivering across complex timelines.
- Excellent analytical and financial modeling skills.
- Strong communication and influencing skills; ability to communicate concisely (verbal and written) with senior stakeholders.
- Demonstrated ability to produce senior management and (as applicable) client-facing presentations.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Advanced skills in Microsoft Excel and PowerPoint; proficiency with relevant finance tools/systems and data manipulation/visualization (e.g., Essbase, SAS, SQL, Alteryx, Databricks, Tableau, or similar).
Preferred qualifications, skills, and capabilities:
- MBA or advanced degree.
- Auto finance and/or consumer lending experience, including loan/lease portfolio analytics.
- Experience working with lease residual economics in a partnership-based or captive/private label environment.
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
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.
What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US