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Financial Representative Jobs in Delaware (NOW HIRING)

Fiscal Associate II

Dover, DE ยท On-site

$36K - $45K/yr

Employee assists the Financial Case Manager with gathering all resource and income information in ... We strongly encourage and seek out a workforce representative of Delaware including race, color ...

Customer Service Representative

Wilmington, DE ยท On-site

$20 - $23.94/hr

S. plant sites, warehouses, regional contacts, freight forwarders, carriers, and financial contacts ... Demonstrated proficiency as a Customer Service Representative, beyond call center and/or retail ...

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Showing results 1-20

Financial Representative information

See Delaware salary details

$31.5K

$71.7K

$115.1K

How much do financial representative jobs pay per year?

As of Jul 3, 2026, the average yearly pay for financial representative in Delaware is $71,688.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Representative, and why are they important?

To thrive as a Financial Representative, you need a solid understanding of financial products, investment strategies, and sales principles, typically backed by a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and licenses such as Series 6, Series 7, or state insurance certifications are often required. Exceptional interpersonal skills, active listening, and trust-building abilities help you connect with clients and understand their financial goals. These skills and qualifications are crucial for providing tailored financial advice, building lasting client relationships, and ensuring regulatory compliance.

What Does a Financial Representative Do?

A financial representative, also known as a financial advisor, provides professional financial recommendations to clients. Your primary responsibilities in this career are to guide and plan financial decisions based on the needs, goals, and requirements of your customer. You also suggest financial products and services and offer advice on estate planning, college saving accounts, taxes, mortgages, investments, retirements, insurance, and more. Your duties have you analyzing current accounts, interpreting summaries, developing strategies, and implementing the agreed upon plan to manage client portfolios. A financial representative also delivers reports of accounts and answers economic related questions.

What is the difference between Financial Representative vs Financial Advisor?

AspectFinancial RepresentativeFinancial Advisor
CredentialsLicenses such as Series 6, 7, 63, 65/66, and state insurance licensesCFP, CFA, or other professional certifications often preferred
Work EnvironmentFinancial firms, banks, insurance companiesIndependent firms, banks, or private practices
Employer & Industry UsageCommonly employed by financial services firms and insurance companiesUsed across various financial planning and wealth management firms
Primary FocusSelling financial products and services, client relationship managementProviding comprehensive financial planning and advice

While both roles involve working with clients to manage finances, a Financial Representative primarily focuses on selling financial products and maintaining client relationships within a firm. A Financial Advisor offers broader, personalized financial planning and advice, often with advanced certifications. The roles overlap in credentials and work environment, but differ in scope and service approach.

What does a Financial Representative do?

A Financial Representative helps clients manage their finances by offering guidance on investments, insurance, retirement planning, and other financial products. They assess clients' financial goals and risk tolerance to recommend suitable financial strategies and solutions. Their role involves building long-term relationships, educating clients about financial options, and assisting with account management. Financial Representatives often work for financial institutions or insurance companies and must stay updated on market trends and regulations.

What are the typical challenges faced by Financial Representatives when building a client base, and how can they overcome them?

Financial Representatives often face the challenge of establishing trust and credibility with new clients, especially early in their careers. Building a strong client base requires consistent networking, effective communication, and a commitment to understanding clients' unique financial goals. Overcoming these challenges involves leveraging mentorship opportunities, attending community events, and using digital tools to stay connected with prospects. Strong organizational skills and a focus on ongoing professional development can also help Financial Representatives grow their client network and achieve long-term success.
What are the most commonly searched types of Financial Representative jobs in Delaware? The most popular types of Financial Representative jobs in Delaware are:
What cities in Delaware are hiring for Financial Representative jobs? Cities in Delaware with the most Financial Representative job openings:
Infographic showing various Financial Representative job openings in Delaware as of June 2026, with employment types broken down into 77% Full Time, 20% Part Time, and 3% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $71,688 per year, or $34.5 per hour.

Structured Finance Of Counsel (Multi City)

Dlapiper

Wilmington, DE โ€ข On-site, Remote

$365K - $525K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 12 days ago


Job description

DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let's see what we can achieve. Together.

Summary

DLA Piper is seeking an of counsel or a senior associate to join its finance group, structured finance subgroup to focus on commercial mortgage-backed securities transactions. This position is open to any office in the United States. A candidate with experience in commercial mortgage-backed securities is preferred but is not required.

Minimum Education

  • JD

Certifications

Admission in the bar for the jurisdiction in which you are applying.

Minimum Years of Experience

  • Minimum 5-9 years of structured finance, securitization and/or CLO experience.

  • Direct and applicable AmLaw 100 law firm preferred.

Job Competencies & Desired Skills

  • Strong analytical and writing skills

  • Attention to detail

  • Good business judgment

  • Excellent organizational skills

  • Ability to work collaboratively and independently

  • Demonstrated oral and written communication skills

  • Research and problem-solving skills

  • Conceptual thinking

  • Ability to influence others

  • Persuasive communication

  • Management skills


Essential Job Expectations

While the specific job requirements of a DLA Piper position may vary depending upon scope of the job and area of specialty, there are certain universal requirements that are expected of all DLA Piper employees, which include but are not limited to:

  • Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties;

  • Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner;

  • Provide timely, accurate, and quality work product;

  • Successfully meet deadlines, expectations, and perform work duties as required;

  • Foster positive work relationships;

  • Comply with all firm policies and practices;

  • Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed;

  • Ability to work under pressure and manage competing demands in a fast-paced environment;

  • Perform all other duties, tasks or projects as assigned.

Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people.


Physical Demands
Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Work Environment-The firm's work location requirements may be modified at the firm's discretion

  • Hybrid - Regular in-office presence with some flexibility for work-from-home


Disclaimer

The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm's discretion at any time. This job description does not change the at-will nature of employment.

Application Process: Applicants must apply directly online instead of sending application materials via email. Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact FinanceTalent@talent.us.dlapiper.com.

Search Firms

Per the terms of our agreement, all candidates must be submitted through the firm's agency portal for consideration. If you have an agreement with the firm, please log in to the agency portal. If you do not have an agreement with us and would like us to consider candidates, please send a blind candidate profile toFinanceTalent@talent.us.dlapiper.com.

Pay Transparency

The firm's expected hiring range for this position is $365,000 - $525,000 per year depending on the candidate's experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits including medical/dental/vision insurance, and 401(k).

Applicants who are not based in the jurisdiction in which this position is posted and who apply for this role are doing so voluntary and are not eligible for relocation assistance. Any relocation benefits, if any, are provided only where a relocation is required at the firm's direction and in accordance with applicable policy and law.

#LI-Hybrid

#LI-CS1

DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Job applicant poster viewing center.