Client Advisor Jobs in Delaware
Client Advisor jobs in Delaware concentrate in financial services, wealth management, and insurance, anchored by the state's long-standing role as a corporate and banking hub. Wilmington leads hiring, followed by Newark and Dover, with established employers such as JPMorgan Chase, Bank of America, and Fidelity Investments maintaining a consistent presence across the state. The most in-demand specialties are private banking, investment advisory, and commercial relationship management, with openings at both the associate and senior levels. See the openings below and apply to the ones that match your experience.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See All 6 Client Advisor Jobs in Delaware
Find roles in Delaware that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Delaware
Where Delaware roles are concentrated, by current openings.
Client Advisor Job Market in Delaware
A snapshot from current Delaware openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Delaware Employers Look For
The qualifications that appear most often in client advisor jobs across Delaware.
- Active FINRA Series 7 or Series 66 license, or eligibility to obtain one within 90 days
- Bachelor's degree in finance, business, economics, or a related field
- Demonstrated experience managing client portfolios or financial relationships
- Proficiency with CRM platforms and financial planning or advisory software
- Strong written and verbal communication skills for client-facing advisory work
- Ability to meet Delaware regulatory compliance standards and internal audit requirements
Client Advisor Jobs in Delaware: Frequently Asked Questions
How do you become a client advisor in Delaware?
Most client advisor roles in Delaware require a bachelor's degree in finance, business, or economics combined with FINRA licensing, typically the Series 7 and Series 66, which are administered through FINRA and require employer sponsorship to sit. Delaware does not have a separate state-level financial advisory license beyond federal registration requirements. Candidates who obtain their licenses before applying, or who come from adjacent roles such as bank teller or financial analyst, move into client advisor positions most readily.
Which companies hire client advisors in Delaware?
Employers hiring client advisors in Delaware right now include JPMorganChase and Trucordia, based on current listings on Migrate Mate as of July 2026. Delaware's concentration of major bank headquarters and financial services firms in and around Wilmington makes it one of the more active markets in the mid-Atlantic for this role.
Which Delaware cities have the most client advisor jobs?
Selbyville, Wilmington, and Bethany Beach account for the largest share of client advisor openings in Delaware. Wilmington drives the bulk of demand as the state's financial services capital, home to major bank operations and wealth management offices, while Newark and Dover attract openings from regional banks, credit unions, and insurance carriers serving those communities.
Are there remote client advisor jobs in Delaware?
Yes, but they're less common than in purely analytical roles because client advisory work typically involves ongoing relationship management that many employers prefer to handle in person. About 50% of client advisor openings tied to Delaware are remote or hybrid as of July 2026, with remote arrangements most often found in digital wealth management platforms and inside sales advisory functions rather than traditional branch-based roles.
How can I get hired as a client advisor in Delaware with little or no experience?
The most realistic entry path is through a banking associate or financial services representative role at one of the large institutions in Wilmington, such as JPMorgan Chase or Bank of America, both of which run structured associate development programs for candidates without direct advisory experience. Completing FINRA licensing coursework before applying signals seriousness and can offset a thin resume. Lateral moves from personal banker, credit analyst, or customer relationship roles at Delaware credit unions also transition well into junior client advisor positions.
Where can I find and apply to client advisor jobs in Delaware?
You can find and apply to client advisor jobs in Delaware on Migrate Mate, which lists current openings across the state. Search the listings, identify the roles that match your background and target industry, and apply directly to the ones that fit.
See All 6 Client Advisor Jobs in Delaware
Find roles in Delaware that match your experience and apply in just a few clicks.
Find Client Advisor Jobs