Financial Services Representative Jobs in Delaware
Financial services representative jobs in Delaware are concentrated in Wilmington, Newark, and Dover, where major institutions like JPMorgan Chase, Bank of America, and M&T Bank maintain significant operations. Delaware's status as a corporate and banking hub keeps demand steady for professionals specializing in wealth management, retail banking, and insurance products, with openings at every level from associate to senior relationship manager. The market is particularly active for licensed representatives who can serve both retail and institutional clients. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 42+ Financial Services Representative jobs
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 42 Financial Services Representative Jobs in Delaware
Find roles in Delaware that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Delaware
Where Delaware roles are concentrated, by current openings.
Financial Services 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
- Healthcare & Medical Services1
What Delaware Employers Look For
The qualifications that appear most often in financial services representative jobs across Delaware.
- Active FINRA Series 6 or Series 7 license registered in Delaware required
- Bachelor's degree in finance, business, or a closely related field preferred
- Demonstrated experience managing client portfolios or financial product sales
- Proficiency with CRM platforms and financial planning software
- Strong knowledge of Delaware consumer protection and banking regulations
- Excellent written and verbal communication skills for client-facing presentations
Financial Services Representative Jobs in Delaware: Frequently Asked Questions
How do you become a financial services representative in Delaware?
To become a financial services representative in Delaware, you need to pass FINRA licensing exams, most commonly the Series 6 or Series 7, and register with a FINRA-member broker-dealer operating in the state. Delaware does not have a separate state securities licensing exam, but representatives selling insurance products must also obtain a Delaware Department of Insurance license. Most employers require at minimum a bachelor's degree in finance, business, or economics before sponsoring your licensing exams.
Which companies hire financial services representatives in Delaware?
Companies currently hiring financial services representatives in Delaware include JPMorganChase, Magellan Health, and Solenis, per current listings on Migrate Mate as of July 2026. Delaware's deep concentration of corporate headquarters, major banks, and financial holding companies makes it one of the more consistently active hiring markets for licensed financial services professionals on the East Coast.
Which Delaware cities have the most financial services representative jobs?
Wilmington, Newark, and New Castle account for the largest share of financial services representative openings in Delaware. Wilmington drives the bulk of demand as the state's primary financial and corporate center, home to major bank operations and credit card companies, while Newark and Dover support additional hiring through regional bank branches, credit unions, and insurance offices serving surrounding communities.
Are there remote financial services representative jobs in Delaware?
Yes, but they're less common than in purely analytical financial roles because the position typically involves in-person client relationship management and compliance oversight. About 33% of financial services representative openings tied to Delaware are remote or hybrid as of July 2026, which reflects the client-facing nature of the work. Back-office support functions and phone-based financial advising roles tend to offer the most remote flexibility within this field.
How can I get hired as a financial services representative in Delaware with little or no experience?
The most realistic entry path is applying for a bank teller, customer service representative, or personal banker role at one of Delaware's large retail banking institutions, which regularly promote from within into licensed financial services positions. JPMorgan Chase, M&T Bank, and local credit unions such as Delaware State Police Federal Credit Union run structured associate programs and pay for FINRA exam preparation. Earning a Series 6 license before applying, even if self-funded, gives candidates a measurable edge over unlicensed applicants.
Where can I find and apply to financial services representative jobs in Delaware?
You can find and apply to financial services representative jobs in Delaware on Migrate Mate, which lists current Delaware openings updated in real time. Search the available roles, identify the ones that match your experience and licensing, and apply directly to the employers posting them. No signup is required to search or view listings.
See All 42 Financial Services Representative Jobs in Delaware
Find roles in Delaware that match your experience and apply in just a few clicks.
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