ZipRecruiter

Log In

1

Wealth Management Associate Jobs in Delaware (NOW HIRING)

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 ...

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 ...

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

$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 ...

Bryn Mawr Trust Co.

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 ...

WSFS Bank

Tax Manager

Wilmington, DE · On-site

$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 ...

JP Morgan Chase

PMG Controls Associate

Newark, DE

$29.50 - $39/hr

The PMG Controls Associate will support the PMG Controls team in executing governance, oversight ... The position offers broad exposure to Wealth Management platforms, regulatory and controls ...

previous page

Showing results 41-60

All JobsWealth Management Associate JobsWealth Management Associate Jobs in Delaware

Wealth Management Associate information

See Delaware salary details

$10

$19

$33

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.

U.S. Private Bank - Client Service Associate

JPMorgan Chase & Co.

Newark, DE • On-site

$14.25 - $19.75/hr

Full-time

Medical, Retirement

Re-posted 24 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description


If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you!
As a Client Service Associate within the U.S. Private Bank at J.P. Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.
Job responsibilities
  • Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
  • Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
  • Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
  • Review and identify potential business opportunities for clients to engage in additional products and services

Required qualifications, capabilities, and skills
  • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills
  • College degree or equivalent client service experience preferred
  • Experience with a wide array of financial products preferred

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.

What JPMorgan Chase & Co. employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply