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Wealth Management Executive Jobs in Delaware (NOW HIRING)

PMG Controls Associate

Newark, DE · On-site

$80 - $110/hr

Prepare management reporting, governance materials, and executive presentations. * Support control ... in Wealth Management, Financial Services, Risk, Controls, Operations, Project Management, or ...

$180 - $240/hr

As an Analytics Solutions Director within Banking & Wealth Management, Consumer & Community Banking ... The role requires excellent analytical skills, strong executive communication and the ability to ...

Account Executive

Wilmington, DE · On-site

$60 - $80/hr

Work in the company provided CRM system to track all sales activities and opportunities * Follow ... With teams across the country, we have a wealth of knowledge and a team that is eager to share and ...

Account Executive

Wilmington, DE · On-site

$50 - $70/hr

Work in the company provided CRM system to track all sales activities and opportunities * Follow ... With teams across the country, we have a wealth of knowledge and a team that is eager to share and ...

DE · On-site

Work in the company provided CRM system to track all sales activities and opportunities * Follow ... With teams across the country, we have a wealth of knowledge and a team that is eager to share and ...

Work in the company provided CRM system to track all sales activities and opportunities * Follow ... With teams across the country, we have a wealth of knowledge and a team that is eager to share and ...

Showing results 21-40

Wealth Management Executive information

See Delaware salary details

$26.5K

$93.6K

$184.2K

How much do wealth management executive jobs pay per year?

As of Sep 6, 2026, the average yearly pay for wealth management executive in Delaware is $93,633.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,000.00 and $120,600.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Executive vs Financial Advisor?

AspectWealth Management ExecutiveFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentCorporate offices, private banks, wealth firmsFinancial planning firms, banks, independent practice
Employer & IndustryFinancial institutions, private banks, wealth management firmsFinancial advisory firms, banks, independent advisors
Primary FocusHigh-net-worth client portfolios, strategic wealth planningIndividual financial planning, investment advice

While both roles involve managing client assets, a Wealth Management Executive typically oversees strategic wealth services for high-net-worth clients within financial institutions, focusing on comprehensive wealth solutions. A Financial Advisor often provides personalized financial planning and investment advice to a broader client base. The roles share similar credentials and work environments but differ in scope and client focus.

What does a wealth management executive do?

A wealth management executive oversees the development and implementation of financial strategies for high-net-worth clients, providing investment advice, estate planning, and financial planning services. They analyze client portfolios, coordinate with other financial professionals, and often hold certifications such as the CFP or CFA. Strong communication skills and knowledge of financial markets are essential in this role.

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

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

Infographic showing various Wealth Management Executive 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 $93,633 per year, or $45 per hour.

Commercial Lines/Group Captives, Strategic Account Executive (Hybrid - Delaware)

AON PLC

Wilmington, DE • On-site

$65 - $125/hr

Other

Medical, Retirement, PTO

Posted 18 days ago


Key responsibilities

  • Serve as a relationship manager and strategic advisor for an assigned book of commercial lines business, including Group Captives.

  • Prepare applications, specifications, and marketing strategies for new business and renewals, and lead client meetings and presentations.

  • Collaborate with internal teams to develop renewal strategies, address client concerns, and ensure timely execution of client requests.


Aon rating

8.3

Company rating: 8.3 out of 10

Based on 79 frontline employees who took The Breakroom Quiz

36th of 154 rated financial services


Job description

Posting Description

We AreNFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.


Summary:This is a full-time position on our Commercial Lines Group Captive Team. The Account Executive/Sr. AE will be the relationship manager and strategic advisor on an assigned book of business, working with the Account Management team to handle your book of business. You will strategize in cross-selling/rounding out coverages and work to ensure a seamless renewal process for clients and effectively deliver the resources of NFP to our clients and provide guidance on all commercial coverage lines. While specialized knowledge in Group Captives is ideal, it can be obtained on the job with CL experience. You will interact with clients on a day-to-day basis while nurturing and maintaining relationships with both client and carrier representatives. You will work with the Team to prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients. Work is completed with a significant amount of independent discretion.


This is a full-time position. We offer the flexibility of a hybrid schedule with at least a couple of days a week in our Wilmington, DE or Rehoboth, DE offices. Working in the office is required and is crucial for fostering collaboration and career connections. The Account Executive will also accommodate approximately 30% travel within an assigned East Coast territory. Title and Salary will be commensurate with experience and knowledge.


The Value You Bring — and What You Get Back: This role is designed for a P&C professional who excels at guiding clients through complex risk decisions — without a sales production requirement. You’ll serve as a trusted advisor while employing a deep bench of internal resources and visionary leaders to continually expand your technical expertise and gain regional and national visibility, working across a range of clients, markets, and teams, while contributing to sophisticated risk strategies, including Group Captives and other complex insurance structures. This is a chance to make a direct impact on client outcomes through thought leadership, innovation, and high‑quality relationship management. You’ll excel in a highly collaborative, team‑oriented environment where Account Executives, Advisors, and Account Management professionals partner closely to deliver best‑in‑class solutions. With access to a broad platform of carrier relationships, internal specialists, and industry expertise, you’ll be supported in doing your best work!


Key Outcomes: Provide guidance to clients on all CL coverage lines, with specialized knowledge of Group Captives. Service and lead all aspects of a book of business, including complex Property & Casualty risks. Provide strategic insight, market intelligence, and innovative risk solutions.



  • Partner closely with Account Management, claims and loss control teams to identify coverage enhancements, develop submission strategies, and deliver tailored client solutions that drive retention and growth.

  • Lead stewardship, pre-renewal and renewal meetings, and coordinate internal knowledge leaders to deliver a comprehensive client experience.


Essential Duties and Responsibilities:



  • Maintain exemplary service relationships with clients; serve as a trusted advisor on Property & Casualty coverages, carrier offerings, and risk financing strategies.

  • Assist in the preparation of renewal proposals in collaboration with Account Management teams.

  • Act on and complete client requests throughout the policy lifecycle, partnering with internal teams to ensure timely and accurate execution.

  • Collaborate regularly with Account Management, claims and loss control teams to develop renewal strategies, address client concerns, and enhance client communications.

  • Lead client meetings and presentations, providing strategic insight and cultivating relationships.

  • Maintain a focus on client retention, satisfaction, and organic growth within an assigned BOB.

  • Proactively resolve client issues and uncover opportunities to enhance coverage, improve program structure, or reduce total cost of risk.


Strategic Responsibilities:



  • Act as a central point of coordination across the risk management team to harness the resources of NFP for client success.

  • Drive consistency in service delivery, ensuring protocols are applied across the account team.

  • Contribute to the development and execution of client service plans, including timelines, key results, and pivotal initiatives.

  • Support internal collaboration by sharing client insights, market intelligence, and opportunities across broader organizational resources.


Marketing / Renewals:



  • Assist in the renewal strategy discussions with Account Management teams, advising on optimal coverage structure, market approach and client alignment.

  • Coordinate the renewal marketing process, including preparation of submission materials and review of carrier proposals.

  • Assist in analyzing carrier quotes and coverage options in collaboration with the account team to deliver comprehensive, client-focused recommendations.

  • Serve as the key communication link between client and the internal account team to ensure expectations and strategy are properly implemented.


Knowledge, Skills, and/or Abilities:



  • Deep knowledge of Commercial Property & Casualty insurance required. Group Captives experience preferred.

  • Proven ability to collaborate effectively within a team-based service model to drive client outcomes. Strong relationship-building skills.

  • Excellent written and verbal communication skills, with the ability to present complex concepts.

  • Familiarity with EPIC or other agency management systems preferred. Strong analytical, problem-solving, and decision-making capabilities.

  • Adaptable and meticulous with the ability to handle multiple priorities in a fast-paced environment.

  • Highly organized with excellent time management and planning skills. Strong relationship-building skills with both internal collaborators and external partners.

  • Maintain a professional and secure remote work environment and high-speed internet.


Education and/or Experience:



  • Property & Casualty Broker’s License required upon hire; CPCU or similar designation preferred.

  • High School Diploma or equivalent required. Bachelors degree preferred.

  • 10+ years of P&C experience with a strong background in commercial insurance is ideal. Prior retail brokerage experience required.


WhatWe Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more! Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $65,000 – $125,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be established on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance-based incentives.


NFP and You... Better Together


NFP is an inclusive Equal Employment Opportunity employer.


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About Aon

Sourced by ZipRecruiter

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

Industry

Business management consulting

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

Year founded

1992