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Wealth Associate Jobs in Delaware (NOW HIRING)

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly ...

M&T Bank

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly ...

Wilmington Trust

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly ...

WSFS Bank

Compliance Officer - Wealth

Wilmington, DE · On-site

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... We are the region's locally headquartered bank and wealth management company. We are honored to ...

Wsfsbank

Compliance Officer - Wealth

Wilmington, DE

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... We are the region's locally headquartered bank and wealth management company. We are honored to ...

WSFS Bank

Compliance Officer - Wealth

Wilmington, DE

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their ... We are the region's locally headquartered bank and wealth management company. We are honored to ...

Focus Partners Wealth

Tax Associate

Newark, DE

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Wilmington, DE · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Dover, DE

$58K - $78K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Wilmington, DE

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Middletown, DE · On-site

$55K - $73K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Smyrna, DE · On-site

$51K - $68K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Milford, DE · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Middletown, DE

$55K - $73K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Seaford, DE

$55K - $73K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Milford, DE

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

Focus Partners Wealth

Tax Associate

Dover, DE · On-site

$58K - $78K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals ...

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All JobsWealth Associate JobsWealth Associate Jobs in Delaware

Wealth Associate information

See Delaware salary details

$10

$19

$33

How much do wealth associate jobs pay per hour?

As of Aug 4, 2026, the average hourly pay for wealth 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 does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

What are the key skills and qualifications needed to thrive as a wealth associate?

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Delaware? The most popular types of Wealth jobs in Delaware are:
What cities in Delaware are hiring for Wealth Associate jobs? Cities in Delaware with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Delaware as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% 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.

Wealth Client Associate

M&T Bank

Wilmington, DE • On-site

$24.87 - $41.45/hr

Full-time

Posted 18 days ago

M&T Bank rating

7.8

Company rating: 7.8 out of 10

Based on 185 frontline employees who took The Breakroom Quiz

88th of 170 rated banks

Job description

Build Your Career in Wealth Management

Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help clients access tailored financial solutions.

This is an excellent opportunity for someone looking to grow a career in wealth management while gaining exposure to investment, trust, banking, and planning services.


Primary Responsibilities:

  • Serve as a trusted point of contact for affluent clients, addressing service requests and resolving issues with urgency and professionalism.

  • Support onboarding and account opening activities for new client relationships.

  • Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing activities.

  • Partner with Wealth Advisors and Private Bankers to deepen existing client relationships and identify opportunities to enhance the client experience.

  • Collaborate with internal teams to ensure client needs are met efficiently and accurately.

  • Participate in special projects, client events, and process improvement initiatives that support business growth.


Education and Experience Required:
Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experience

Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills


Education and Experience Preferred:
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 Banking products and services

Trust experience
Ability to work independently and in a team-based environment

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationWilmington, Delaware, United States of America

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