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Wealth Management Client Associate Jobs in Delaware

Td

Financial Advisor Associate - Bear, DE

Bear, DE · On-site

$61K - $92K/yr

TD Wealth The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to ... Develops, maintains and manages all aspects of the client's relationship with TD Wealth * Works ...

Wsfsbank

Compliance Officer - Wealth

Wilmington, DE · On-site

... management company. We are honored to consistently be named a Top Workplace by our Associates, who ... Advise onnew and changed products, services, processes, marketing, disclosures, and client ...

WSFS Bank

Compliance Officer - Wealth

Wilmington, DE · On-site

... management company. We are honored to consistently be named a Top Workplace by our Associates, who ... Advise onnew and changed products, services, processes, marketing, disclosures, and client ...

Citizens

Private Client Relationship Manager

Lewes, DE · On-site

Citizens Private Client provides personalized, world class financial planning and advice to help ... Bachelor's degree (preferred). * 3 - 5 years of banking, wealth management or other relevant ...

Citizens

Private Client Relationship Manager

Dover, DE · On-site

Citizens Private Client provides personalized, world class financial planning and advice to help ... Bachelor's degree (preferred). * 3 - 5 years of banking, wealth management or other relevant ...

Citizens

Private Client Relationship Manager

Dover, DE · On-site

Citizens Private Client provides personalized, world class financial planning and advice to help ... Bachelor's degree (preferred). * 3 - 5 years of banking, wealth management or other relevant ...

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Wealth Management Client Associate information

See Delaware salary details

$10

$22

$40

How much do wealth management client associate jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for wealth management client associate in Delaware is $22.42, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

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

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

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client 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 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $46,638 per year, or $22.4 per hour.

J.P. Morgan Wealth Management - Senior Product Delivery Associate

Wilmington, DE • On-site

JPMorgan Chase & Co
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Coexternal

Full-time

Medical, Retirement

Posted 11 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

Job description

Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges. In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.

As a Senior Product Delivery Associate in [Insert team name or sub-LOB], you are trusted with enabling the delivery of products in a stable and scalable way. Work with cross-function teams, build key relationships, and enable the product to continuously deliver value.

Job responsibilities
  • Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
  • Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
  • Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
Required qualifications, capabilities, and skills
  • 3+ years of experience or equivalent expertise in product management or a relevant domain area
  • Demonstrated performance in either product management or relevant domain area
  • Experience executing operational management and change readiness activities
  • Experience in product deployment processes 
Preferred qualifications, capabilities, and skills
  • Developed knowledge of the product development life cycle

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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