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Financial Services Assistant Jobs in Delaware (NOW HIRING)

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Financial Services Assistant information

See Delaware salary details

$10

$23

$40

How much do financial services assistant jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for financial services assistant in Delaware is $23.37, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What is the difference between Financial Services Assistant vs Customer Service Representative?

AspectFinancial Services AssistantCustomer Service Representative
Required credentialsBasic financial certifications, high school diploma or equivalentHigh school diploma or equivalent, sometimes certifications in customer service
Work environmentFinancial institutions, banks, investment firmsVarious industries including retail, telecom, banking
Employer usageFinancial sector employersBroad industry usage
Common search intentAssisting clients with financial products, processing transactionsHandling customer inquiries, resolving issues

The main difference is that Financial Services Assistants focus on supporting financial operations and client accounts within financial institutions, often requiring some financial certifications. Customer Service Representatives have a broader role across industries, primarily handling customer inquiries and support. While both roles involve client interaction, Financial Services Assistants specialize in financial products and services, making their skills more tailored to the finance industry.

What do you do as a financial services assistant?

A financial services assistant supports financial advisors or institutions by handling client inquiries, preparing financial documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management, data entry, and basic financial transactions. The role may also involve maintaining client records and ensuring compliance with regulations.

What is a financial services assistant?

A financial services assistant supports financial advisors or banking staff by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management and customer service.

What are the most commonly searched types of Financial Services jobs in Delaware?

The most popular types of Financial Services jobs in Delaware are:

Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,618 per year, or $23.4 per hour.

Financial Services Representative - State Farm Agent Team Member

Bear, DE • On-site

Dawn Moore Jones - State Farm Agent
See more jobs at Dawn Moore Jones - State Farm Agentexternal

Full-time

PTO

Posted 8 days ago

Job description

Benefits:
  • Paid Time Off (vacation and sick days)
  • Work/Life Balance
  • Salary plus commission

You May Be a Great Fit as a Financial Services Representative at State Farm Agent, Dawn Moore Jones office if: 
  • You’re the person people call first when life goes sideways - calm, steady, and ready to help.
  • You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
  • You’re a natural relationship-builder who earns trust quickly and keeps it.
  • You listen first, then guide, making customers feel understood while confidently recommending solutions.
  • You’re compassionate under pressure and can guide someone through their worst day with clarity and empathy.
  • You're Bilingual (Spanish)
ROLE DESCRIPTION:
As a Financial Services Representative with State Farm Agent Dawn Moore Jones, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • Series 6/63/65 or SIE licenses preferred.
  • SIE, Series 6/63/65, and other relevant certifications.