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Private Wealth Management Associate Jobs in Delaware

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience Exposure to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience Exposure to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private ...

Wilmington Trust

Wealth Client Associate

Wilmington, DE

$24.87 - $41.45/hr

Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience Exposure to and knowledge of the Bank's retail and commercial banking systems Knowledge of Private ...

Bakertilly

Tax Manager, Private Wealth

Wilmington, DE · On-site

$107K - $141K/yr

Join Baker Tilly as a Tax Manager with our Private Wealth/High Net Worth team ! This is a great ... and counseling associates preferred * Demonstrated management, analytical, organization ...

Citizens Bank

Wealth Advisor - Lewes, DE

Lewes, DE · On-site

$105K/yr

Primary responsibilities include: • Develop a high-quality wealth management practice that provides a personalized wealth management strategy. • Enhance and preserve relationships with key ...

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Private Wealth Management Associate information

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How much do private wealth management associate jobs pay per hour?

As of Aug 4, 2026, the average hourly pay for private wealth management associate in Delaware is $19.89, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What is a private wealth management associate?

A Private Wealth Management Associate is a financial professional who supports wealth managers and advisors in serving high-net-worth clients. Their responsibilities typically include preparing financial reports, analyzing investment portfolios, researching financial products, and assisting with client communications. They play a critical role in ensuring that clients receive personalized service and tailored investment strategies. This position is often an entry point for those seeking a career in private wealth management or financial advisory. Associates work closely with senior advisors to deliver comprehensive financial planning and investment management solutions.

What is the difference between Private Wealth Management Associate vs Financial Advisor?

AspectPrivate Wealth Management AssociateFinancial Advisor
CredentialsTypically requires a Series 7, Series 66, or 65 license; often a bachelor's degree in finance or related fieldOften holds Series 7, Series 66, or 65 licenses; may also have CFP certification
Work EnvironmentWorks within private banks or wealth management firms, supporting high-net-worth clientsWorks independently or within firms, providing financial planning and investment advice to a broad client base
Employer & Industry UsageCommonly employed by private banks, investment firms, and wealth management companiesEmployed by financial advisory firms, banks, or independently as registered representatives

The main difference is that a Private Wealth Management Associate primarily supports senior staff and manages client data, while a Financial Advisor directly provides personalized financial planning and investment advice to clients. Both roles require similar licenses and certifications, but their responsibilities and work environments differ.

What are the key skills and qualifications needed to thrive as a private wealth management associate, and why are they important?

To thrive as a Private Wealth Management Associate, you need a solid understanding of finance, investment principles, and portfolio management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as the FINRA Series 7 or CFA Level I is highly valued. Exceptional interpersonal skills, discretion, and attention to detail are essential for building client trust and managing sensitive information. These skills and qualifications are crucial for delivering tailored financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

What are the typical career progression opportunities for a private wealth management associate?

As a Private Wealth Management Associate, you typically start by supporting senior advisors, managing client relationships, and assisting with portfolio analysis. With demonstrated performance and additional certifications, you may advance to roles such as Wealth Advisor or Portfolio Manager, taking on more direct responsibility for client accounts and strategy. Many firms provide structured mentorship and training programs to facilitate this growth, and progression often depends on both technical expertise and strong interpersonal skills. Career advancement in this field is also closely tied to your ability to develop and retain client relationships.
What are the most commonly searched types of Private Wealth Management jobs in Delaware? The most popular types of Private Wealth Management jobs in Delaware are:
What are popular job titles related to Private Wealth Management Associate jobs in Delaware? For Private Wealth Management Associate jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Private Wealth Management Associate jobs in Delaware look for? The top searched job categories for Private Wealth Management Associate jobs in Delaware are:
What cities in Delaware are hiring for Private Wealth Management Associate jobs? Cities in Delaware with the most Private Wealth Management Associate job openings:
Private Wealth Management Associate jobs near you
Infographic showing various Private Wealth Management Associate job openings in Delaware as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,362 per year, or $19.9 per hour.

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Senior Trust O...

Goldman Sachs, Inc.

Wilmington, DE • On-site

Other

Re-posted 17 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

48th of 170 rated banks

Job description

YOUR IMPACT

Are you ready to help families protect, grow, and shape their legacies across generations? As a Senior Trust Officer (STO) within Goldman Sachs Private Wealth Management, you will serve as a trusted advisor to high-net-worth clients, navigating complex fiduciary landscapes alongside our top tax, estate, and wealth management experts. If you are an analytical thinker who thrives on solving sophisticated financial puzzles and delivering bespoke client solutions, we invite you to build your career with a team that values precision, collaboration, and intellectual curiosity

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Goldman Sachs Trust Company

An essential component of Goldman Sachs' private wealth management offering, The Goldman Sachs Trust Company, N.A. ("GSTC") is a limited-purpose national bank providing world-class trust, estate, and charitable administration services to ultra-high-net-worth clients across the United States.

GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management.  Our team of dedicated fiduciary professionals collaborate closely with Goldman Sachs' Private Wealth Advisors ("PWAs") to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Serve as primary officer responsible for the management and administration of key trust company client relationships and fiduciary accounts
  • Manage a book of trust company accounts among a team of professionals, including one or more junior trust officers and a wealth management professional.
  • Work closely with PWA Teams to develop long-term relationships with clients, families and beneficiaries
  • Coordinate client management with PWAs, engaging regularly with clients, family members and their attorneys and advisors
  • Interpret and understand estate planning instruments including, trusts, wills, tax filings and other related documents governing each account
  • Understand and apply fiduciary laws and practices in a proactive manner, implementing estate and trust planning strategies
  • Understand investment goals and objectives and coordinate the investment process with GSTC investment officers and PWAs
  • Contribute to new business development efforts, representing the GSTC in meetings with prospects, attorneys, and other professional advisors
  • Perform responsibilities consistent with best fiduciary and risk management practices
  • Handle complex trust and relationship matters
  • Manage regulatory reviews and discretionary distribution requests
  • Coordinate and oversee tax preparation on accounts with our tax compliance service provider
  • Participate in internal and external marketing efforts and thought leadership
  • Keep current on federal and applicable state fiduciary and tax laws

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach 

The Trust Company has offices in New York and Wilmington, Delaware.  The STO position is for our Wilmington, Delaware office.

EXPERIENCE & SKILLS WE'RE LOOKING FOR

  • Bachelor's degree required
  • 7+ years of experience administering trusts and/or estates
  • Law degree a strong plus
  • CTFA designation a plus
  • Accounting background and/or fiduciary tax expertise a plus
  • Understanding of "Regulation 9" requirements and core concepts affecting fiduciary administration
  • Expertise in trust, estate, and tax administration and/or planning
  • Understanding of financial markets and prudent investor standards
  • Strong team orientation
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  • Commitment to excellence and a high level of integrity

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.

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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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