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Wealth Management Associate Jobs in Delaware (NOW HIRING)

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 ...

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 ...

M&T Bank

Wealth Client Service Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Partner across the Wealth Management team to deliver an exceptional client experience, deepen relationships, and connect clients to the right solutions. Leverage operational and product expertise to ...

WSFS Bank

Compliance Officer - Wealth

Wilmington, DE · On-site

We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people ...

WSFS Bank

Compliance Officer - Wealth

Wilmington, DE · On-site

We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for 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 wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What are the most commonly searched types of Wealth Management jobs in Delaware?

The most popular types of Wealth Management jobs in Delaware are:

What cities in Delaware are hiring for Wealth Management Associate jobs?

Cities in Delaware with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Delaware as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $41,362 per year, or $19.9 per hour.

Management Associate, Portfolio Management

Glenmede Trust Co

Wilmington, DE • On-site

Full-time

Medical, Retirement, PTO

Posted 25 days ago

Job description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Wilmington, DE).

OVERVIEW:

The primary function of the Management Associate is to support a team of Relationship Managers, Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and the respective daily client service requirements. The role is an integral component of the relationship team and will provide a broad landscape from which to learn the application of holistic, goals-based wealth and investment management. The Management Associate position is intended for an individual with an interest in portfolio management, construction and implementation for private clients. 

RESPONSIBILITIES:

Portfolio Management and Investments 

  • Assist Portfolio Managers in the management of client portfolios. This includes analysis of asset allocation, portfolio construction, and strategy-specific investments to ensure that portfolios are aligned with the client’s wealth objectives, investment policy guidelines and Glenmede’s best thinking.
  • Analyze asset-specific data to formulate perspectives around asset allocation, portfolio construction, and strategy specific investments.
  • Synthesize data into observable messages around style/sector tilts, geographic concentrations, performance drivers, risk contribution, and company-specific information.
  • Actively participate in internal investment meetings, including morning update, Investment Policy Committee (IPC), and manager/strategy updates by the Manager Research Group (MRG). 

Relationship Management and Client Service

  • Proactively and independently handle certain moderate to highly complex client (internal and/or external clients) inquiries requiring interpretation and following up on behalf of the Portfolio Manager as part of the relationship management team.
  • Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate)and keep all relevant parties informed.
  • Prepare investment related reports for clients, including asset sufficiency and basic Wealth View/Goals Based Investing reports and assist in development of Goals Based Wealth Plans.
  • Potentially present and effectively deliver Goals Based Wealth Plans to clients with minimal to moderate complexity.
  • Cover situations that arise when other team members are out of the office.
  • Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required.
  • Participate in client meetings and conference calls, as requested.
  • Assist relationship management team in maintaining client information and communications in the client relationship management (CRM) systemin accordance with firm best practices.
  • Demonstrate and apply a strong foundational understanding of wealth management topics including financial, estate and income tax planning. 

Portfolio and Account Administration 

  • Review daily reports (e.g., transaction, overdraft, bond maturity) for possible investment implications.
  • Assist in preparation of presentation materials for client meetings.
  • Coordinate with wealth planning, wealth advisory, tax, or other departments to ensure deadlines are met.
  • Develop an understanding of middle and back-office functions and processes and how they apply to data and systems used in the management of portfolios.
  • Assist with firm compliance and regulatory reviews as a means to reduce firm-level risk and the employment of portfolio management best practices. 

Business Development

  • Attend Glenmede sponsored events as requested.
  • Actively cultivate and build networks amongst Centers of Influence (COIs).

Firm Building

  • Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
  • Ability and willingness to contribute to the advancement of team, office and business capabilities.
  • Other duties as required by the position. 

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree
  • 2-4 years of experience in an investment environment.

PREFERRED QUALIFICATIONS:

  • Interest in or progress toward CFA or CFP designations is preferred. 
  • Advanced knowledge of Microsoft Office and ability to adapt to investment and CRM-oriented IT applications. 
  • Superior team orientation. 
  • Self-starter with a great deal of initiative. 
  • Excellent written and verbal communication skills. 
  • Full understanding of client privacy and confidentiality. 
  • Proven competence in the following: ability to work well under pressure; detail-oriented, particularly with financial calculations; organizational and problem-solving skills; ability to multi-task and prioritize work. 

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.

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