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Financial Professional Associate Jobs in Delaware

Christina Cultural Arts Center

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Finance Manager

Wilmington, DE · On-site

$50K - $60K/yr

... detail-oriented professional who excels at fund accounting and wants to manage the financial ... Education: Associate's degree in Accounting, Finance, or Business preferred, or an equivalent ...

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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:
Financial Professional Associate jobs near you
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.

Portfolio Financing Middle Office Associate

JPMorgan Chase & Co

Newark, DE • On-site

Full-time

Medical, Retirement

Re-posted 17 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

Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration. Join us and be part of a company that supports your professional journey and offers exciting challenges.
As a Trading Services Associate I within JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement. While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services. You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements. Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services.
Job responsibilities 
  • Support daily trading operations by ensuring timely execution and accuracy of trades, while collaborating with traders and team members to resolve discrepancies. 
  • Monitor and reconcile trading accounts, driving the development and implementation of process improvements to enhance operational efficiency. 
  • Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards. 
  • Prepare and analyze trading reports for management review, contributing to strategic discussions in team meetings and handling ad-hoc projects and tasks as needed. 
  • Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment. 
  • Utilize strong analytical and problem-solving skills to support strategic initiatives and drive continuous improvement. 
Required qualifications, capabilities, and skills 
  • Proven experience in trading or financial services, demonstrating a strong foundation in industry practices and operations. 
  • Strong analytical and problem-solving skills, enabling effective decision-making and issue resolution. 
  • Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders. 
  • Proficiency in Microsoft Office Suite, particularly Excel, complemented by advanced digital literacy for integrating innovative technologies in trade services. 
  • Capability to work effectively in fast-paced environments, maintaining a detail-oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities. 
  • Demonstrated ability to collaborate effectively in team settings, with a solid understanding of trading systems and financial markets. 
  • Strong commitment to delivering high-quality results, with a focus on continuous improvement and adaptability. 
Preferred qualifications, capabilities, and skills 
  • Proficient in using trading platforms and software, with hands-on experience in navigating and optimizing these tools. 
  • Knowledgeable about regulatory requirements in the trading industry, ensuring compliance and adherence to industry standards. 
  • Skilled in leveraging digital literacy to adopt and integrate innovative technologies, enhancing trade services and operational efficiency. 
  • Capable of utilizing AI and machine learning to enhance trade service processes and improve decision-making, driving data-driven insights and outcomes. 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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