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Wealth Management Associate Jobs in Delaware (NOW HIRING)

Wsfsbank

Tax Manager

Wilmington, DE

$92K - $152K/yr

Experience working with a Corporate Trustee, Trust Company, Wealth Management firm, or related ... For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive ...

WSFS Bank

Tax Manager

Wilmington, DE · On-site

$92.87 - $152.57/hr

Experience working with a Corporate Trustee, Trust Company, Wealth Management firm, or related ... For more information about Associate benefits, please visit Bank is inclusive and supportive of ...

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How much do wealth management associate jobs pay per hour?

As of Aug 8, 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 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 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 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.

Product Management / Product Owner Support Associate

JPMorgan Chase & Co.

Newark, DE • On-site

Full-time

Medical, Retirement

Posted 12 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

73rd of 170 rated banks

Job description


Job Summary
As a Product Management / Product Owner Support Associate, you will partner with Product Owners, business stakeholders, and technology teams to support the development and delivery of strategic Wealth Management projects. You will contribute to product initiatives by helping define requirements, manage product backlogs, support testing activities, and facilitate collaboration across teams.
This role offers an opportunity to build product management expertise while working on solutions that enhance advisor and client experiences. We are looking for a curious, collaborative, and proactive individual who enjoys learning, solving problems, and working with others to deliver meaningful outcomes.
We welcome candidates with diverse experiences and perspectives who are excited to develop their product management skills and contribute to a collaborative team environment.
Key Responsibilities
  • Partner with Product Owners to support product roadmaps, priorities, and business objectives
  • Assist in managing and refining product backlogs to align with business goals and user needs
  • Collaborate with stakeholders to gather, document, and clarify business requirements, user stories, and acceptance criteria
  • Work closely with business and technology teams to support the successful delivery of product initiatives
  • Participate in planning, prioritization, and review activities that help move product enhancements from concept to implementation
  • Support User Acceptance Testing (UAT) efforts by coordinating activities, documenting results, and helping track issue resolution
  • Facilitate meetings, capture decisions and action items, and help ensure alignment across stakeholders
  • Prepare status updates, presentations, and supporting materials for business and leadership audiences
  • Help identify opportunities to improve team effectiveness, processes, and user experiences
  • Contribute to a positive, collaborative team culture built on continuous learning and shared success

Required Qualifications, Capabilities, and Skills
  • Bachelor's degree required
  • Strong interest in Product Management, Product Ownership, Investment product development, as well as working on a cohesive Investments Platform
  • Excellent verbal, written, and presentation communication skills
  • Strong organizational skills with the ability to manage multiple priorities in a dynamic environment
  • Ability to build effective working relationships across business and technology teams
  • Strong analytical, critical thinking, and problem-solving abilities
  • Proficiency in Microsoft Excel, PowerPoint, Word, and Teams
  • Demonstrated ability to take ownership of assignments, follow through on commitments, and manage competing priorities effectively
  • Demonstrated interest in leveraging AI-powered tools and emerging technologies to improve efficiency, accelerate insights, enhance documentation, and support product development activities
  • Growth mindset with a willingness to continuously learn and adapt to evolving technologies, processes, and business needs
  • Commitment to collaboration, continuous improvement, and delivering high-quality results

Preferred Qualifications, Capabilities, and Skills
  • Experience in Wealth Management, Asset Management, Financial Services, or a related industry
  • 3+ years of experience supporting product management, business analysis, project delivery, testing coordination, or technology initiatives
  • Experience using JIRA and Confluence
  • Background in writing business requirements, user stories, and acceptance criteria
  • Hands of involvement in supporting or coordinating User Acceptance Testing (UAT)
  • Demonstrated ability to collaborate across multiple teams and build effective partnerships
  • Strong attention to detail and commitment to quality
  • Interest in pursuing a long-term career in Product Management or Product Ownership

Why Join Our Team?
This role is ideal for an early-career professional looking to build a foundation in Product Management while working alongside experienced Product Owners and cross-functional teams. You will gain exposure to product strategy, requirements development, testing, stakeholder engagement, and delivery activities while contributing to solutions that have a meaningful impact on the Wealth Management business and client experience.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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