Financial Representative Jobs in Delaware
Financial Representative jobs in Delaware are concentrated in Wilmington, Dover, and Newark, where major financial institutions and insurance carriers maintain deep hiring pipelines for client-facing and advisory roles. Employers like Bank of America, Lincoln Financial Group, and Nationwide have a lasting presence in the state and consistently bring on financial representatives across life insurance, wealth management, and retirement planning. Demand is strongest at the associate and mid-career level, though opportunities exist from entry-level client service roles through senior advisor positions. See the openings below and apply to the ones that match your experience.
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Join the Marketing Finance & Business Management team to turn complex financial data into clear business insight and action. You'll partner across the firm to help shape decisions through forecasting, budgeting, and management reporting. You'll also modernize how results are delivered by streamlining processes and building new reporting capabilities.
As a Senior Associate within the Marketing Finance & Business Management team, you will partner across the firm to deliver financial and strategic analysis, budgeting, and forecasting. You will analyze, reconcile, and translate accounting and technical data into reporting to be delivered on a regular basis and prepare executive-ready insights. You will drive continuous improvement by enhancing controls, streamlining processes, and introducing automation and new reporting capabilities. In addition, you will be advising the line of business CFOs on how to increase profitability and efficiencies and provide support across the department with special projects or components of other projects as needed.
Job Responsibilities
- Manage annual and continual financial planning for assigned product areas
- Provide month-end performance and forecast rationales to support business decisions
- Conduct reviews and deep-dive analyses of product financial performance
- Analyze consumption/demand planning, budgeting, billing, trends, and exception reporting
- Develop efficiency reporting, analytics, and strategy insights (e.g., location strategy, span of control)
- Build financial business cases to support business initiatives
- Monitor key metrics, drive data-quality initiatives across the product area, and Define forward-looking reporting and analytics needs for the product area
- Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
- Perform variance analysis and explain key drivers versus prior forecasts/budgets
- Design new reports/dashboards and streamline processes through controls and automation
Required qualifications, capabilities, and skills
- Bachelor's degree in Accounting, Finance or a subject of a technical nature
- 4+ years of work experience in Financial Analysis, Business Management, Planning & Analysis, Accounting, Controller or related field
- Advanced skills in Excel and PowerPoint
- Proficiency in data mining/gathering and data set manipulation
- Strong analytical and problem-solving skills; ability to analyze large data sets and present concise conclusions
- Strong verbal and written communication skills; ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
- Proven track record executing special projects with limited lead time and ambiguity
- Team-oriented approach and the ability to thrive under pressure and tight deadlines with strong prioritization/time management
- Proven ability to manage relationships and act as a trusted partner to the Business, Finance, and P&A stakeholders
Preferred qualifications, capabilities, and skills
- Financial services industry experience
- Experience with or interest in utilizing AI tools (Copilot, LLM, etc)
- Databricks
- Essbase
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). This role is not eligible for relocation assistance.
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.
Join the Marketing Finance & Business Management team to turn complex financial data into clear business insight and action. You'll partner across the firm to help shape decisions through forecasting, budgeting, and management reporting. You'll also modernize how results are delivered by streamlining processes and building new reporting capabilities.
As a Senior Associate within the Marketing Finance & Business Management team, you will partner across the firm to deliver financial and strategic analysis, budgeting, and forecasting. You will analyze, reconcile, and translate accounting and technical data into reporting to be delivered on a regular basis and prepare executive-ready insights. You will drive continuous improvement by enhancing controls, streamlining processes, and introducing automation and new reporting capabilities. In addition, you will be advising the line of business CFOs on how to increase profitability and efficiencies and provide support across the department with special projects or components of other projects as needed.
Job Responsibilities
- Manage annual and continual financial planning for assigned product areas
- Provide month-end performance and forecast rationales to support business decisions
- Conduct reviews and deep-dive analyses of product financial performance
- Analyze consumption/demand planning, budgeting, billing, trends, and exception reporting
- Develop efficiency reporting, analytics, and strategy insights (e.g., location strategy, span of control)
- Build financial business cases to support business initiatives
- Monitor key metrics, drive data-quality initiatives across the product area, and Define forward-looking reporting and analytics needs for the product area
- Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
- Perform variance analysis and explain key drivers versus prior forecasts/budgets
- Design new reports/dashboards and streamline processes through controls and automation
Required qualifications, capabilities, and skills
- Bachelor's degree in Accounting, Finance or a subject of a technical nature
- 4+ years of work experience in Financial Analysis, Business Management, Planning & Analysis, Accounting, Controller or related field
- Advanced skills in Excel and PowerPoint
- Proficiency in data mining/gathering and data set manipulation
- Strong analytical and problem-solving skills; ability to analyze large data sets and present concise conclusions
- Strong verbal and written communication skills; ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
- Proven track record executing special projects with limited lead time and ambiguity
- Team-oriented approach and the ability to thrive under pressure and tight deadlines with strong prioritization/time management
- Proven ability to manage relationships and act as a trusted partner to the Business, Finance, and P&A stakeholders
Preferred qualifications, capabilities, and skills
- Financial services industry experience
- Experience with or interest in utilizing AI tools (Copilot, LLM, etc)
- Databricks
- Essbase
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). This role is not eligible for relocation assistance.
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 43 Financial Representative Jobs in Delaware
Find roles in Delaware that match your experience and apply in just a few clicks.
Find Financial Representative JobsFinancial Representative Jobs by City in Delaware
Where Delaware roles are concentrated, by current openings.
Financial Representative Job Market in Delaware
A snapshot from current Delaware openings, updated as new roles post.
Who's Hiring
- JPMorganChase11
- Magellan Health3
- Solenis2
- FujiFilm2
- Bayhealth2
Top Industries Hiring
- Banking & Financial Services11
- Investment & Asset Management8
- Fintech6
- Manufacturing2
- Education1
What Delaware Employers Look For
The qualifications that appear most often in financial representative jobs across Delaware.
- Active FINRA Series 6 or Series 7 license recognized in Delaware
- Delaware Department of Insurance life and health producer license
- Bachelor's degree in finance, business, economics, or a related field
- Proven ability to build and manage a client book through direct outreach
- Proficiency with CRM platforms and financial planning software
- Strong communication skills for presenting products to individuals and businesses
Financial Representative Jobs in Delaware: Frequently Asked Questions
How do you become a financial representative in Delaware?
To become a financial representative in Delaware, you need to pass the FINRA Series 6 or Series 7 exam and obtain a state insurance producer license through the Delaware Department of Insurance, which requires completing a pre-licensing education course and passing a state exam. Most employers also expect a bachelor's degree in finance, business, or a related field. Sponsorship for FINRA exams is typically arranged through a hiring firm once you accept an offer.
Which companies hire financial representatives in Delaware?
Employers hiring financial representatives in Delaware right now include JPMorganChase, Magellan Health, and Solenis, based on current listings on Migrate Mate as of July 2026. Delaware's concentration of financial services and insurance headquarters in the Wilmington corridor means a steady pipeline of openings with large, established firms year-round.
Which Delaware cities have the most financial representative jobs?
The cities with the most financial representative openings in Delaware are Wilmington, Newark, and New Castle. Wilmington drives the largest share of demand as Delaware's financial services hub, home to major bank and insurance headquarters, while Dover and Newark draw openings from regional insurance carriers, credit unions, and firms serving the state government and university communities.
Are there remote financial representative jobs in Delaware?
Yes, though they're less common than in purely analytical roles because financial representatives often meet clients in person and build relationships locally. About 32% of financial representative openings tied to Delaware are remote or hybrid as of July 2026, with remote arrangements most often available for servicing existing client accounts rather than new business development roles.
How can I get hired as a financial representative in Delaware with little or no experience?
The most realistic entry path is applying to associate or training programs at Delaware's major insurance carriers and financial services firms, where companies like Lincoln Financial Group and Nationwide bring on candidates without prior sales experience and sponsor their licensing. Lateral entry from adjacent roles such as bank teller, customer service representative, or loan processor at Delaware credit unions and community banks is also common, as those roles demonstrate client-facing skills that transfer directly. Completing your Delaware insurance pre-licensing course before applying gives you a clear edge.
Where can I find and apply to financial representative jobs in Delaware?
You can find and apply to financial representative jobs in Delaware on Migrate Mate, which lists current Delaware openings updated regularly. Search the listings to find roles that match your experience level, licensing, and preferred location, then apply directly to the ones that fit.
See All 43 Financial Representative Jobs in Delaware
Find roles in Delaware that match your experience and apply in just a few clicks.
Find Financial Representative Jobs