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Equity Sales Assistant Jobs in Colorado (NOW HIRING)

Canvas

Financial Sales Assistant

Lone Tree, CO · On-site

$60K - $65K/yr

... internal equity factors. Canvas benefits include: * * Medical/Dental/Vision Insurance * Paid ... Sales Assistant supports the productivity and activity of existing CBSI Associate Financial ...

Infleqtion

Payroll & Equity Specialist

Louisville, CO · On-site

$80K/yr

... sales, and related tax withholding obligations for payroll reporting and Form W-2 preparation. Key ... Investigate and resolve payroll variances and exceptions. * Assist Accounting during month-end ...

Jcrew

Sales Associate

Denver, CO

$14.50 - $19.50/hr

You'll assist customers in discovering their look and collaborate effectively with other team ... The base salary offered will take into account internal equity and may vary depending on the ...

Jcrew

Sales Associate

Denver, CO

$14.50 - $19.50/hr

You'll assist customers in discovering their look and collaborate effectively with other team ... The base salary offered will take into account internal equity and may vary depending on the ...

Jcrew

Sales Associate

Lone Tree, CO · On-site

$15.16 - $17.10/hr

You'll assist customers in discovering their look and collaborate effectively with other team ... The base salary offered will take into account internal equity and may vary depending on the ...

Madewell

Sales Associate

Boulder, CO · On-site

$16.82 - $19.10/hr

You'll assist customers in discovering their look and collaborate effectively with other team ... The base salary offered will take into account internal equity and may vary depending on the ...

Madewell

Sales Associate

Lone Tree, CO · On-site

$15.16 - $17.10/hr

You'll assist customers in discovering their look and collaborate effectively with other team ... The base salary offered will take into account internal equity and may vary depending on the ...

Madewell

Sales Associate

Denver, CO · On-site

$14.50 - $19.50/hr

You'll assist customers in discovering their look and collaborate effectively with other team ... The base salary offered will take into account internal equity and may vary depending on the ...

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All JobsEquity Sales JobsEquity Sales Assistant JobsEquity Sales Assistant Jobs in Colorado

Equity Sales Assistant information

What is an equity sales assistant?

Equity Sales Assistants are professionals who support equity sales teams within investment banks or brokerage firms. Their main duties include preparing presentations, handling client queries, processing trade orders, and ensuring smooth communication between clients and traders. They play an important role in helping sales teams manage client relationships and execute transactions efficiently. This position is often a stepping stone for those seeking to advance into sales or trading roles in the financial industry.

What are the key skills and qualifications needed to thrive as an equity sales assistant?

To thrive as an Equity Sales Assistant, you need a solid understanding of financial markets, strong analytical skills, and at least a bachelor’s degree in finance, economics, or a related field. Familiarity with financial information platforms like Bloomberg or Reuters, and sometimes FINRA Series 7 or 63 certifications, is advantageous. Exceptional organizational skills, attention to detail, and effective communication help you support sales teams and manage client relationships. These abilities are crucial for ensuring accurate trade execution, efficient workflow, and high-quality client service in a fast-paced environment.

What are some typical challenges faced by equity sales assistants when supporting multiple sales professionals?

Equity Sales Assistants often juggle competing priorities, as they support several sales professionals with different client needs and deadlines. This requires strong organizational skills and the ability to quickly shift focus between tasks such as preparing sales materials, processing trade requests, and responding to client inquiries. Maintaining accuracy under pressure and ensuring effective communication between the sales team, clients, and trading desks are common challenges. Developing efficient workflow strategies and leveraging organizational tools can help manage these demands successfully.

What is the difference between Equity Sales Assistant vs Equity Trader?

AspectEquity Sales AssistantEquity Trader
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonRequires similar degrees and certifications; often holds Series 7, 63, and 55 licenses
Work EnvironmentSupports sales teams, interacts with clients, and assists in order processing within brokerage firmsExecutes trades, manages portfolios, and makes investment decisions in trading desks
Employer & Industry UsageUsed in brokerage firms, investment banks, and asset management companiesPrimarily found in trading floors, investment banks, and hedge funds

The main difference between an Equity Sales Assistant and an Equity Trader lies in their roles. The Sales Assistant supports sales teams and client interactions, while the Trader actively executes trades and manages investment portfolios. Both roles require similar educational backgrounds and certifications but differ significantly in daily responsibilities and work environment.

How much do equity sales assistants make?

Equity sales assistants typically earn a base salary ranging from $40,000 to $70,000 annually, with additional commissions or bonuses based on sales performance. Compensation can vary depending on experience, location, and the firm’s size, and the role often requires strong communication and financial knowledge.

Is equity sales a good job?

Equity sales is a role within financial services where professionals sell stocks and related products to clients, often requiring strong communication, sales skills, and market knowledge. It can be a lucrative career with performance-based compensation, but it also involves high-pressure environments and demanding schedules. Success depends on individual skills, client relationships, and industry experience.

What are popular job titles related to Equity Sales Assistant jobs in Colorado?

For Equity Sales Assistant jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Equity Sales Assistant jobs in Colorado look for?

The top searched job categories for Equity Sales Assistant jobs in Colorado are:

What cities in Colorado are hiring for Equity Sales Assistant jobs?

Cities in Colorado with the most Equity Sales Assistant job openings:

Equity Sales Assistant jobs near you
Infographic showing various Equity Sales Assistant job openings in Colorado as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 80% Physical, 1% Hybrid, and 19% Remote job distribution.

Financial Sales Assistant

Canvas

Lone Tree, CO • On-site

$60K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

We're Canvas Credit Union
We're passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures.
Canvas "It's About More" Video - YouTube (Click here - or, visit https://www.youtube.com/watch?v=z8WAm_TDRdk )
Why Canvas?
At Canvas, we're dedicated to transforming financial services from the inside out. Our culture is a top priority and second to none. We strive to balance hard work and high achievement with a fun, supportive environment.
At Canvas, there are 5 behaviors we live by each day that will continue to help us be known for our heart and our people:
What's In It For You
  • Seriously good benefits: Beyond healthcare, dental, and life insurance, we make it so worth your while. Canvas employees get up to a 10% company contribution to their 401k, generous personal time off, and employee discounts on loans (that includes cars and houses!). The starting pay range for this position is $60,000.00-$65,000.00/annual, and final pay rate will be determined based on experience, education, skills, and internal equity factors. Canvas benefits include:
    • Medical/Dental/Vision Insurance
    • Paid Vacation
    • Paid Sick Time
    • Paid Holidays
    • Paid Wellness Day
    • Paid Volunteer Time
    • Flexible Spending Account
    • Health Savings Account
    • World Class 401(k) Plan
    • Tuition Reimbursement
    • Rate Discounts on Qualifying Loans
    • May be eligible for incentives or discretionary bonus based on results

What you'll do
The Sales Assistant supports the productivity and activity of existing CBSI Associate Financial Advisors, Financial Services Representatives, and/or Lead Financial Advisors; as well as help create efficiency. This position will also lead the marketing efforts of the CBSI Financial Services program and manages the back-office operations of the advisor.
Essential Duties/Responsibilities
Support advisor sales activities
    • Execute on trade orders
    • Process paperwork for annuities and life products
    • Complete mutual fund trade tickets, place trades and monitor for settlement
    • May engage in unsolicited trades or trades at the representative's direction only
    • Assist advisor and members with sales paperwork
    • Setup draft accounts for members
    • Run illustrations, assist in fund performance research and prepare client presentations for representative
    • Contact client referrals to qualify and schedule appointments
    • Service support for members
      • Review submitted paperwork for accuracy and completeness; follow up with representative, client or home office to obtain necessary documentation.
      • Assist with address changes, questions, account changes, beneficiary updates, etc.
      • Serve as a primary source for members' service questions
      • Establish and maintain files to meet compliance requirements
    • Support CBSI Compliance initiatives
      • Maintain confidential member information by adhering to CBSI's policies and procedures for data security and privacy
    • Present and train staff at branch meetings
      • Referral training
      • CBSI program training - training on what a broker/dealer is, how they operate and benefits they provide
    • Lead execution of marketing strategy, may include:
      • Seminars
      • Lobby days
      • Direct mail or digital campaigns
      • Meet and greets
      • Call-out campaigns
      • Other strategies as identified
    • Delegate responsibilities to coordinator as appropriate
    • Comply with Bank Secrecy Act (BSA) and other compliance requirements.
    • Follow all safety and security guidelines to properly safeguard member and organization assets.
    • Embrace ongoing education and learn/apply new skills and software applications.
    • Regular attendance and punctuality are essential functions of the job.
    • Perform other job duties as assigned.
    • Pre-employment background review (components include criminal, employment, address, social security number, motor vehicle record, global sanctions, and sex offender).

Job Qualifications
Knowledge, Skill and Ability:
    • FINRA Securities Industry Essentials Examination, Series 7 and Colorado Life and Health licenses are required to be obtained within first six months of starting this position to continue employment
      • FINRA Series 63, and 65/66 registrations may be required depending on business need
    • Associate degree in business or marketing or equivalent experience
    • Working knowledge of brokerage and insurance products, terms, functions, suitability and compliance aspects
    • Excellent customer service skills, as well as co-worker relationship skills
    • Ability to perform multiple tasks while maintaining good organizational skills
    • Ability to work under pressure and within time frames
    • Self-motivated and able to perform tasks without supervision
    • Comfortable working both face-to-face and over the phone with people
    • Strong attention to detail
    • Previous experience with SalesForce and proficient with Microsoft Office tools
    • For individuals new to this role:
      • Have a satisfactory background check and securities registration with CBSI licensed broker-dealer and/or verify all required insurance licensing.
      • Have all outside business activity reviewed to ensure no conflicts of interest exist and applicable regulatory requirements are met
    • High creativity and staff engagement
    • Seeks ongoing personal development
    • Optimizes work processes, continually finds efficiencies
    • Resourceful
    • Effective communicator
    • Technology savvy
    • Ability to identify financial needs of members
    • Self-driven
    • Business insight

Education or Formal Training: FINRA Securities Industry Essentials Examination, Series 6 and 63 registrations are required (FINRA Series 7, and 65/66 registrations may be required depending on business need); Life, health, and variable insurance license; Associate degree in business or marketing or equivalent experience
Experience: One year experience in related field
For Current Canvas Employees: To be considered, you must be meeting performance expectations, consistently demonstrating HEART behaviors, and must submit an up-to-date resume or update your Work History profile with your current responsibilities and accomplishments.
Working Environment/Physical Activities
High volume, fast-paced, dynamic office environment with some travel. Must be able to attend meetings and events outside of regular business hours. The job routinely uses standard office equipment such as computers, phones, printers, copiers, fax machines and filing cabinets. The position requires manual dexterity, the ability to lift files and open filing cabinets. The position requires bending, stooping, or standing as necessary.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Applications for this position will be accepted through September 10, 2026. For consideration, applications must be received by 5:00 PM MST on September 10, 2026.
#LI-Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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