Top 32 Financial professional Jobs in Delaware

Financial Advisor
Bill Good Marketing —Wilmington, DE
- $96,000 - $110,000 a year
- Full-time
- 7 years
- Office
- Senior level
- Paid time off
- Work from home
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CNO Financial Advisor - Hybrid Remote (DE)
CNO Financial Group, Inc. —Dover, DE
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
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CNO Financial Advisor - Hybrid Remote (DE)
CNO Financial Group, Inc. —Newark, DE
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
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Financial Services Professional - Hybrid Remote (DE)
Bankers Life —Newark, DE
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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Financial Advisor
Edward Jones —Middletown, DE
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Wilmington, DE
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
7d
Financial Advisor - Lewes, DE
Savant —Dover, DE
- $80,000 - $100,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Financial Aid Advisor
Paul Mitchell Schools —Newark, DE
- From $42,500 a year
- Full-time
- Sales
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Financial Advisors
Savant —Dover, DE
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Financial Advisor
First Command Financial Services, Inc. —Dover, DE
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Voya Financial Advisor Delaware
Voya Financial Advisors —Wilmington, DE
- Mid-level
- 403(b)
Financial Advisor
Shore United Bank —Dover, DE
- $60,000 - $65,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Paid parental leave
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Financial Advisor
Dedicated Financial Services —Lewes, DE
- $65,000 - $115,000 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
14d
Financial Services Representative - State Farm Agent Team Member
Eric Blondin - State Farm Agent —Rehoboth Beach, DE
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply
6d
Financial Services Representative - State Farm Agent Team Member
Catie Walther - State Farm Agent —Lewes, DE
- $40,000 - $60,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Paid time off
Quick Apply
4d

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CNO Financial Advisor - Hybrid Remote (DE)
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JOIN US TO EARN MORE MONEY AND MAKE A REAL IMPACT Are you ready for the next step and seeking a career that can offer more? Do you want to help people…
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CNO Financial Advisor - Hybrid Remote (DE)
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JOIN US TO EARN MORE MONEY AND MAKE A REAL IMPACT Are you ready for the next step and seeking a career that can offer more? Do you want to help people…
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Financial Advisor
BizOps Collective —New Albany, OH
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Financial Advisor

Bill Good Marketing
Wilmington, DE

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Job Details

Full-time
$96,000 - $110,000 a year

Benefits

Paid time off
Work from home

Qualifications

Series 66
Series 7
Experience practicing in the securities industry

Full Job Description

You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You don't want to spend your career chasing new business. You want to do the work that actually matters: helping real people make smart decisions about their money.

That's exactly what this role is.

Wheeler Financial is a growing wealth management firm in Wilmington, Delaware. Our president, Jay Wheeler, wrote the book Unsurprised and delivered a TEDx talk on behavioral finance. We use values-based planning to help clients understand not just what to do with their money, but why.

The team is small, tight-knit, and genuinely invested in each other. We grind when we need to, we take care of clients first, and we trust that the team gives back what it gets. This hire is the missing piece that lets us keep building.

What you’ll actually do

You’ll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office admin role. You’ll be in the room, in the conversation, and deeply involved in client outcomes.

Sit in on client meetings and take detailed notes, including documenting the reasoning behind planning decisions (not just the what, but the why)
Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency across all client data
Serve as a second set of eyes on every plan (because two reviews are always better than one, and our clients deserve that level of care)
Participate in our Investment Management Committee from day one, bringing a portfolio management perspective and challenging ideas through productive, respectful debate
Over time, manage some client relationships
Support annual strategy meeting prep, client follow-ups, and pre-meeting data confirmation
Serve as backup for trade execution, including rebalancing and cash management requests

Requirements

What we’re looking for

Must-haves:

Active Series 7 and Series 66 (or equivalent)
7+ years of experience in financial services. You know how this industry works and you’ve seen enough market cycles to stay calm when clients get nervous.
The kind of detail orientation where you notice when something is off in a plan before anyone else does. If you’re the person your friends call “a lot” because you triple-check dinner reservations, you might be our person.
A genuine interest in the work, the firm, and the team. We want someone who shows up curious, asks good questions, and actually wants to know how we do things and why.
A positive attitude. We believe that attitude is everything.

Nice-to-haves:

eMoney experience
CFP or other professional credentials
Background at Fidelity, Vanguard, or a similar firm where you learned the business well
Familiarity with Raymond James systems

Is this the right fit?

This is a career service advisor role. The long-term opportunity here is leading our Investment Management Committee and managing a significant client relationship load; not building your own practice or prospecting your way to partnership. If you've made peace with that and you're genuinely excited by it, you'll thrive here. If you're still figuring out whether you want to go independent someday, this probably isn't your next step.

Benefits

What you get
Base salary: $96,000 – $110,000 (depending on experience)
Performance bonus: team-based, paid quarterly and annually (eligible after 90-day probationary period)
10 floating remote days per year (contractor at the house? Doctor’s appointment? Work from home.)
Paid time off
Flexible lunch policy (we’re all adults here)
Investment Management Committee participation from day one, with the opportunity to eventually lead it
Direct mentorship from Jay Wheeler in a behavioral finance practice that’s genuinely differentiated from the rest of the industry
A clear path to managing meaningful client relationships

A note on benefits: We don't offer employer-sponsored health insurance. Our salary range was built with that in mind, and when you factor in the bonus potential, total compensation is competitive with roles that do include benefits. We're happy to walk through the full picture.

How to apply

Apply through this posting. Please don't call the office or send hard-copy resumes.

Our process moves quickly but deliberately: a phone interview, two assessments (a personality evaluation and a skills test), and then a conversation with Jay and Chris. We'd rather take the time to find the right person than rush it.

Pay: $96,000.00 - $110,000.00 per year

Quick Apply

Refine Your Search

financial professional jobs in delaware

Financial Advisor

CNO Financial Advisor - Hybrid Remote (DE)

CNO Financial Advisor - Hybrid Remote (DE)

Financial Services Professional - Hybrid Remote (DE)

Financial Advisor

Financial Advisor

Financial Advisor - Lewes, DE

Financial Aid Advisor

Financial Advisors

Financial Advisor

Voya Financial Advisor Delaware

Financial Advisor

Financial Advisor

Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

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