Financial Representative Jobs in Wilmington, DE
Financial Representative jobs in Wilmington draw steady demand across banking, insurance, and wealth management, concentrated in the downtown financial district, the Brandywine Hundred corridor, and the Wilmington Trust area near Rodney Square. Employers actively hiring include JPMorganChase, Solenis, and PNC Financial Services. 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 14 Financial Representative Jobs in Wilmington
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Find Financial Representative JobsFinancial Representative Job Market in Wilmington
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
Financial Representative Jobs in Wilmington: Frequently Asked Questions
How do I get a financial representative job in Wilmington?
Focus your search on Wilmington's dense concentration of banking institutions, insurance carriers, and independent wealth management firms headquartered downtown near Market Street and the Riverfront district. Candidates with Series 6 or Series 63 credentials move faster through hiring pipelines at the larger financial services employers clustered here. Building familiarity with Delaware-chartered financial products and client-facing experience in retirement or investment planning gives you a clear edge over generalist applicants.
Which companies hire financial representatives in Wilmington?
Wilmington financial representative roles are posted by JPMorganChase, Solenis, and PNC Financial Services and others right now, based on current listings on MigrateAte as of July 2026. Wilmington's employer mix leans heavily toward established financial services firms, regional banks with Delaware charters, and insurance companies that maintain significant operations in the city.
Are there remote financial representative jobs in Wilmington?
Yes, though many financial representative roles require in-person client interaction, making fully remote positions less common than in purely analytical fields. About 67% of financial representative openings tied to Wilmington are remote or hybrid as of July 2026, with flexibility concentrated in back-office planning, account servicing, and phone-based advisory roles rather than field sales positions.
How can I get a financial representative job in Wilmington with little or no experience?
The most realistic entry path in Wilmington is through insurance carriers and regional banks that run structured associate or trainee programs, particularly those headquartered downtown or along the Concord Pike corridor. Entry-level titles like financial services associate or client services representative frequently lead into licensed representative roles within six to twelve months. Completing a FINRA-recognized pre-licensing course before applying makes you a competitive candidate even without prior financial industry experience.
Which industries hire the most financial representatives in Wilmington?
The sectors hiring the most financial representatives in Wilmington are Banking & Financial Services, Fintech, and Investment & Asset Management, based on current listings on Migrate Mate as of July 2026. Wilmington's long-standing status as a corporate and banking hub under Delaware's favorable charter laws sustains consistent demand for financial representatives across these sectors year-round.
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See All 14 Financial Representative Jobs in Wilmington
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