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Investment Advisor Assistant Jobs in Delaware (NOW HIRING)

WSFS Bank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive ... investments, tax efficiency, risk management and estate planning basics. * Assist with portfolio ...

M&T Bank

Analyst, Family Office Advisory

Wilmington, DE · On-site

$59K - $99K/yr

Support team and client training to ensure effective and beneficial use of the digital platform * Assist in the provision of data and insights to investment advisors for foundational and complex ...

M&T Bank

Analyst, Family Office Advisory

Wilmington, DE · On-site

$59K - $99K/yr

Support team and client training to ensure effective and beneficial use of the digital platform * Assist in the provision of data and insights to investment advisors for foundational and complex ...

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All JobsInvestment Advisor JobsInvestment Advisor Assistant JobsInvestment Advisor Assistant Jobs in Delaware

Investment Advisor Assistant information

See Delaware salary details

$28.5K

$54.3K

$91.1K

How much do investment advisor assistant jobs pay per year?

As of Aug 30, 2026, the average yearly pay for investment advisor assistant in Delaware is $54,292.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $63,100.00 per year, depending on experience, location, and employer.

What is an investment advisor assistant?

Investment Advisor Assistants are professionals who support investment advisors or financial planners by performing administrative, clerical, and client service tasks. Their responsibilities often include preparing reports, scheduling client meetings, managing correspondence, updating client records, and assisting with research on investment products. They help ensure that advisors can focus on providing personalized financial advice, while maintaining smooth office operations and high levels of client satisfaction.

What does an investment advisor assistant do?

An Investment Advisor Assistant plays a vital role in maintaining strong advisor-client relationships by handling administrative tasks such as scheduling meetings, preparing account documentation, processing client requests, and ensuring all client communications are timely and accurate. They often serve as the first point of contact for clients, addressing routine inquiries and relaying more complex concerns to the investment advisor. This support allows advisors to focus on portfolio management and strategic planning, while ensuring that clients receive prompt and attentive service.

What are the key skills and qualifications needed to thrive as an investment advisor assistant?

To thrive as an Investment Advisor Assistant, you need a solid understanding of financial services, investment products, and administrative support, typically supported by a degree in finance or business. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is commonly required. Strong organizational skills, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate client support, maintaining regulatory standards, and contributing to the advisor’s efficiency and client satisfaction.

What is the difference between Investment Advisor Assistant vs Financial Advisor Assistant?

AspectInvestment Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, and possibly CFPSimilar certifications, often the same as Investment Advisor Assistant
Work EnvironmentSupports investment advisors in managing client portfoliosSupports financial advisors in client service and administrative tasks
Employer & IndustryFinancial services firms, investment firms, wealth managementFinancial planning firms, wealth management, banking
Search & Comparison IntentOften compared for roles supporting investment advisory servicesSimilar roles in financial planning support

The Investment Advisor Assistant and Financial Advisor Assistant roles share many similarities, including required certifications and work environments. Both support financial professionals in client management and administrative tasks within the financial services industry. The main difference lies in the focus: Investment Advisor Assistants primarily support investment advisors managing portfolios, while Financial Advisor Assistants often assist financial planners providing comprehensive financial planning services.

What cities in Delaware are hiring for Investment Advisor Assistant jobs?

Cities in Delaware with the most Investment Advisor Assistant job openings:

Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,292 per year, or $26.1 per hour.

Associate Financial Advisor

Wilmington, DE • On-site

WSFS Bank
Commercial Banking • 1 - 5K employees

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

23rd of 173 rated banks

Great coworkers

People enjoy working here

Good employer

Learn more about WSFS Bankexternal

$77K - $127K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million. This role conducts client discovery conversations, identifies financial needs, and develops needs-based recommendations to help clients achieve their financial goals. The Associate Financial Advisor also deepens client relationships through referrals generated within the branches while providing a high level of client service and support. Designed for individuals developing advisory skills, client relationship management, and technical knowledge, this position serves as a pathway to a Financial Advisor role. Over time, the role assumes increasing responsibility for client relationships, business development, and production results.
Job Responsibilities:
  • Conduct client discovery meetings, from branch referrals, to identify investment, retirement and planning needs.
  • Actively engage with branch staff to build trust, help identify opportunities, and encourage referrals.
  • Support the delivery of proposals for investment recommendations and annuities.
  • Periodically communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS.
  • Track and follow up on referrals to ensure timely client contact.
  • Shadow Advisors and Senior Advisors by participating in client meetings to cultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client's goals and objectives.
  • Gather and analyze client financial data (income, assets, liabilities, insurance and retirement goals).
  • Support the development of financial plans covering retirement, investments, tax efficiency, risk management and estate planning basics.
  • Assist with portfolio reviews, asset allocation analysis and reviewing rebalancing recommendations coming from the Investment Research Team.
  • Become proficient in the custodial and technology platforms that support advisory.
  • Maintain accurate client records and documentation in Salesforce.
  • Ensure adherence to firm policies, regulatory requirements, and documentation standards.
  • Support the mission, strategy, and values of BMTA.
  • Additional responsibilities as required.

Minimum Qualifications:
  • Bachelor's degree in business administration, Finance, Economics or a business-related major is highly preferred.
  • Must have the ability to obtain FINRA Series 65 and Life & Health licenses within 6 months of hire.
  • Ability to complete CFP certification requirements within 2 years of hire.
  • Must have general knowledge of investment principles, securities processing and clearing, custodian platforms, portfolio management systems, and client relationship management tools.
  • Must have 1 to 3 years of experience in a support role, or client facing role, or sales in a financial services firm.
  • Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
  • Demonstrated professionalism, sound judgment, and a polished, client-focused demeanor.
  • Strong analytical, problem-solving, and organizational skills with a keen attention to detail.
  • Excellent written and verbal communication skills, with the ability to build and maintain professional relationships.
  • Ability to work effectively in a collaborative, team-oriented advisory environment while managing multiple priorities and meeting deadlines.
  • Demonstrated initiative, self-motivation, and the ability to complete assignments accurately and efficiently with minimal supervision.
  • Financial Planning and Wealth Management acumen is preferred.
  • Must have no disclosures on Form U-4.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$77,390.00 - $127,139.75
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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