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Wealth Management Associate Jobs in Delaware (NOW HIRING)

JPMorgan Chase & Co

PMG Controls Associate

Newark, DE · On-site

$29.50 - $39/hr

PMG Controls Associate The Portfolio Management Group (PMG) is the implementation engine for ... in Wealth Management, Financial Services, Risk, Controls, Operations, Project Management, or ...

JP Morgan Chase

PMG Controls Associate

Newark, DE

$29.50 - $39/hr

PMG Controls Associate The Portfolio Management Group (PMG) is the implementation engine for ... in Wealth Management, Financial Services, Risk, Controls, Operations, Project Management, or ...

JPMorgan Chase & Co.

PMG Controls Associate

Newark, DE · On-site

$29.50 - $39/hr

PMG Controls Associate The Portfolio Management Group (PMG) is the implementation engine for ... in Wealth Management, Financial Services, Risk, Controls, Operations, Project Management, or ...

WSFS Bank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management ... The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Sep 7, 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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

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, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $41,362 per year, or $19.9 per hour.

Alternative Funds Tax Operations Associate

JP Morgan Chase

Newark, DE • On-site

$57K - $76K/yr

Full-time

Medical, Retirement

Posted 19 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

78th of 175 rated banks

Job description

Are you looking for a place that values your knowledge, skills, and abilities?  You have found the right team!

As an Alternative Funds Tax Operations Associate within the Wealth Management (WM) team, you will support the U.S. Private Bank by helping ensure the timely and accurate completion of CRS and FATCA reporting. In this role, you will work within a newly implemented Alts Blotter that centralizes client tax forms and supports the validation of key data fields for Common Reporting Standard (CRS) and the Subscriber Tax Information Form (STIF). You will partner with cross-functional stakeholders to help drive consistent execution of regulatory reporting requirements and strengthen day-to-day tax compliance controls.

Job responsibilities 

  • Review and validate tax forms housed in the Alts Blotter, confirming completeness and accuracy of required fields for CRS and the STIF
  • Coordinate validation outreach and exception management by following up on incomplete or inconsistent tax forms, documenting responses, and escalating aging items as needed
  • Analyze data for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required changes
  • Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure alignment and effective execution of regulatory reporting obligations

Required qualifications, capabilities, and skills 

  • BA/BS required 
  • Experience supporting Information of Common Reporting Standards (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting 
  • Understanding tax certifications via Form W-8, Form W-9, and CRS Self-Certification.  classification (FI/NFE; Active/Passive NFE)
  • Strong data and controls capability: reconciliations, exception handling and evidence retention
  • Clear written and verbal communication for investor outreach, good communication and stakeholder coordination skills; able to write clear follow-ups and escalate issues with supporting facts

Preferred qualifications, capabilities, and skills 

  • Preferred experience supporting more than one CCB Operations Function/Line of Business
  • Comfortable working with data: strong Excel skills (filters, pivots, lookups); experience with workflow tools or basic data querying is a plus
  • FATCA experience often a plus where processes are combined
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

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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