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Personal Financial Advisor Jobs in Delaware (NOW HIRING)

Fifth Third Bank

Trust Advisor

Wilmington, DE · On-site

This role involves managing personal trusts, ensuring compliance with legal and regulatory ... Bachelor's degree in Finance, Accounting, Law, or a related field. Advanced degree or professional ...

Fifth Third

Trust Advisor

Wilmington, DE · On-site

This role involves managing personal trusts, ensuring compliance with legal and regulatory ... Bachelor's degree in Finance, Accounting, Law, or a related field. Advanced degree or professional ...

Fulton Bank

Financial Center Supervisor

Middletown, DE · On-site

$24.81 - $41.35/hr

Focus on customer-centric conversations to deepen relationships and be a trusted advisor. Be a role ... Advance personal knowledge of sales techniques while developing team members to have the same CRM ...

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Personal Financial Advisor information

See Delaware salary details

$37.5K

$66.2K

$94.6K

How much do personal financial advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for personal financial advisor in Delaware is $66,221.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $85,100.00 per year, depending on experience, location, and employer.

What is the difference between Personal Financial Advisor vs Financial Planner?

AspectPersonal Financial AdvisorFinancial Planner
CertificationsCFP, ChFC, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentIndividual clients, private practiceIndividual and corporate clients, firms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management

Both Personal Financial Advisors and Financial Planners often hold similar certifications and work in the financial services industry. While Personal Financial Advisors typically focus on advising individual clients on investments, retirement, and estate planning, Financial Planners may have a broader scope, including comprehensive financial planning for individuals and families. The roles often overlap, but the term "Financial Planner" is more commonly used for professionals providing holistic financial advice.

How do personal financial advisors typically build and maintain client relationships in their daily work?

Personal Financial Advisors spend a significant portion of their time communicating with clients to understand their financial goals and concerns. Building trust is essential, so advisors often hold regular meetings, provide ongoing financial education, and proactively update clients on market changes or portfolio performance. Maintaining strong relationships also involves collaborating with clients' other professionals, such as accountants or attorneys, to ensure a comprehensive approach to financial planning. Effective advisors use a mix of in-person, phone, and digital communication to stay accessible and responsive to client needs.

How much do personal financial advisors get paid?

Personal financial advisors typically earn a median annual salary of around $94,000, with earnings varying based on experience, location, and client base. Many advisors also earn commissions or fees for managing investments and providing financial planning services.

What is a personal financial advisor?

A Personal Financial Advisor is a professional who helps individuals manage their finances by providing guidance on investments, retirement planning, taxes, estate planning, and other financial matters. They work with clients to assess their financial goals and create tailored plans to achieve them. Personal Financial Advisors may also assist with budgeting, saving strategies, and risk management. Their advice is aimed at helping clients make informed decisions to secure their financial future.

What does a personal financial advisor do?

A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.

Can you work for yourself as a personal financial advisor?

Yes, personal financial advisors can work independently as sole practitioners or start their own advisory firms, which requires appropriate licensing, certifications, and compliance with industry regulations. Many advisors operate as independent contractors or own their own businesses, offering personalized financial planning services. Success in self-employment often depends on building a client base, marketing skills, and maintaining professional credentials such as the CFP certification.

What are the key skills and qualifications needed to thrive as a personal financial advisor?

To thrive as a Personal Financial Advisor, you need strong analytical abilities, a solid understanding of financial planning, and typically a bachelor’s degree in finance, economics, or a related field, with certifications like CFP® being highly valued. Proficiency with financial planning software, portfolio management tools, and CRM systems is important for managing client accounts and preparing reports. Excellent interpersonal skills, active listening, and the ability to build trust set top advisors apart in client interactions. These skills are crucial for providing sound financial advice, fostering long-term client relationships, and ensuring successful financial outcomes.
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What cities in Delaware are hiring for Personal Financial Advisor jobs?

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Personal Financial Advisor jobs near you
Infographic showing various Personal Financial Advisor job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 21% Part Time, 1% Temporary, 5% Contract, and 1% Nights. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $66,221 per year, or $31.8 per hour.

Trust Advisor

Fifth Third Bank

Wilmington, DE • On-site

Full-time

Re-posted 4 days ago

Fifth Third Bank rating

7.5

Company rating: 7.5 out of 10

Based on 113 frontline employees who took The Breakroom Quiz

104th of 171 rated banks

Job description

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Trust Advisor partners closely with the Advisor Solutions team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client's financial goals and objectives.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Develop subject matter expertise in fiduciary related areas
  • Serve as a Trusted Advisor by developing close, personal relationships with clients and their families, integrating technical fiduciary components with each client's unique personal situation and values.
  • Anticipate clients Advisor Solutions service offering needs and coordinate with Advisor Solutions and One Bank partners along with external advisors.
  • Actively participate with the Advisor Solutions team by providing support related to expanding and deepening existing relationships.
  • Actively participate with the Advisor Solutions team to support new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning fiduciary strategies.
  • Understand existing client relationships and create trust optimization strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings, and best practice advice.
  • Oversee the administration of trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
  • Responsible for the review and interpretation of estate planning documents, timely and accurate administration of trust income and principal.
  • Possess strong technical understanding of complex fiduciary documents and strategies.
  • Coordinate appropriate Advisor Solutions resources, as needed-- including the tax liaison team, operational support, in house legal counsel and leadership, to ensure proper fiduciary responsibility is maintained.
  • Manage the due diligence process on all new fiduciary appointments, including reviewing all critical documents to ensure a complete understanding of client needs and the bank's ability to meet those needs.
  • Play a key role in overall client satisfaction and retention.
  • Identify at-risk clients and proactively work to resolve all client issues to drive retention.
  • Maintain accurate and up-to-date records of all trust activities.

MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:
  • Bachelor's degree in Finance, Accounting, Law, or a related field. Advanced degree or professional certification (e.g., CTFA, CFP) preferred.
  • Minimum 7 years of experience in trust and estate administration, with a proven track record of managing trusts.
  • Strong knowledge of trust and estate laws and regulations as well as industry standards and practices.
  • Demonstrated ability to advise and deliver on fiduciary strategies.
  • Demonstrated proficiency in exercising fiduciary judgement and discretion.
  • Excellent interpersonal and communication skills to deliver a best-in-class client experience.
  • Ability to work in a team orientated/matrix environment.
  • Ability to manage multiple priorities and meet deadlines.
  • Proficiency in and Microsoft Office Suite.
  • High ethical standards and a commitment to fiduciary responsibility.
  • Exhibits a sense of urgency and continuous improvement mindset.

Trust Advisor
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Wilmington, Delaware 19805
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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About Fifth Third Bank

Sourced by ZipRecruiter

Fifth Third Bank, National Association established in 1858, is a diversified financial services company headquartered in Cincinnati, Ohio. Fifth Third is among the largest money managers in the Midwest. It operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Cincinnati, OH, US

Year founded

1858

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