1

Financial Professional Associate Jobs in Delaware

... Professional development opportunities and tuition reimbursement * Paid time off to volunteer ... Present analytical findings and associate recommendations to Senior Leadership (CFO, CAO, VPs, etc.

Showing results 21-40

Financial Professional Associate information

See Delaware salary details

$44.5K

$87.6K

$135.6K

How much do financial professional associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial professional associate in Delaware is $87,575.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $120,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial professional associate?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

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

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed 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.

What cities in Delaware are hiring for Financial Professional Associate jobs? Cities in Delaware with the most Financial Professional Associate job openings:
Infographic showing various Financial Professional Associate job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $87,575 per year, or $42.1 per hour.

Finance & Business Management Ops PXT, Senior Associate

JP Morgan Chase

Wilmington, DE • On-site

Full-time

Medical, Retirement

Posted 7 days ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks


Job description

The Operations Product Experience & Technology (PXT) Finance and Business Manager Associate plays a pivotal role in supporting the Ops PXT CFO and senior leadership by delivering comprehensive financial analysis, strategic insights, and business performance optimization. This position leads the consolidation and presentation of monthly business review materials, manages core financial planning processes such as forecasting and budgeting, and drives the adoption of data visualization and automation initiatives to enhance real-time reporting and decision-making. The Associate partners closely with product finance, and technology teams across the business, ensuring alignment on key initiatives and providing actionable recommendations that support both tactical and long-term objectives.

Success in this high-profile, fast-paced role requires a proven track record in finance, business management, and stakeholder engagement. The Associate is responsible for identifying, escalating, and mitigating business risks, optimizing cost structures, and implementing productivity initiatives. Effective collaboration with cross-functional teams-including Compliance, Project Management, Procurement, Real Estate, and HR-is essential to navigate complex challenges and shifting priorities. By building strong relationships and acting as a trusted advisor, the Associate ensures the business is well-positioned to meet evolving market requirements and maintains JPMorganChase's standard of excellence in financial services.

Job Responsibilities:

Prepare and coordinate high-quality, insightful presentations and monthly progress reviews for Senior Management, clearly communicating achievements, challenges, and next steps, while supporting continuous ad hoc requests and innovation initiatives across the business.

Manage core financial planning processes-including forecasting, budgeting, and variance analysis-to support strategic decision-making and optimize business performance.

Collaborate effectively across many key stakeholder groups to drive analyses of new business initiatives and tracking of outcomes

Provide support for continuous ad hoc requests, routine reporting, and innovation initiatives across the business

Communicate, interact with, and influence colleagues at all levels in the business including senior leaders

Handle confidential information in a professional manner

Produce polished, executive-ready materials under tight timelines

Required qualifications, skills and capabilities:

  • Strong analytical, quantitative, and financial modeling skills, with the ability to distill and synthesize large amounts of data and qualitative information into key takeaways

  • Excellent problem-solving, critical thinking, and sound judgment abilities

  • Effective oral and written communication skills, with the ability to present complex information to partners and senior leaders

  • Excellent relationship management and interpersonal skills, with the ability to build relationships, influence stakeholders, and drive change across a large, complex organization

  • Team-oriented, high energy, and passionate about driving quantifiable business results

  • Ability to multi-task, work well under pressure, and maintain keen attention to detail

  • Self-motivated, innovative thinker with the ability to develop new concepts, processes, and value-added activities

  • Exercises the highest degree of confidentiality

  • Expert knowledge of Microsoft Office (PowerPoint and Excel)

Preferred qualifications, capabilities, and skills:

  • Strong technical skills with advanced proficiency in Microsoft Office (Excel, PowerPoint, PitchPRO), MS Teams, and SharePoint

  • Proven experience partnering with subject matter experts to deliver holistic business insights

  • Experience in Technology Finance & Business Management

  • Advanced knowledge of Essbase and business applications such as Tableau and Ariba

  • 3+ years of experience in financial planning and analysis

  • Bachelor's degree in Accounting or Finance

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

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