Financial Advisor Sales Assistant Job Summary The Financial Advisor Sales Assistant provides administrative, operational, and client service support to the financial advisory team. This role assists ...
Financial Advisor Sales Assistant Job Summary The Financial Advisor Sales Assistant provides administrative, operational, and client service support to the financial advisory team. This role assists ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Be Seen First
Jr Financial Advisor - SALES
Statesboro, GA · On-site
$65K/yr
We are seeking a motivated and professional Junior Financial Advisor to join our growing team. In this role, you will support lead advisors with client service, financial planning preparation ...
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Be Seen First
Jr Financial Advisor - SALES
Statesboro, GA · On-site
$65K/yr
We are seeking a motivated and professional Junior Financial Advisor to join our growing team. In this role, you will support lead advisors with client service, financial planning preparation ...
Associate Financial Advisor
Lincoln, NE · On-site
Implement specific coaching from the Associate Financial Advisor sales manager * Become familiar with RBC Wealth Management * Maintain awareness of financial news via company-approved online sites ...
Associate Financial Advisor
Lincoln, NE · On-site
Implement specific coaching from the Associate Financial Advisor sales manager * Become familiar with RBC Wealth Management * Maintain awareness of financial news via company-approved online sites ...
This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor ...
This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor ...
Financial Advisor
College Station, TX · On-site
This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor ...
Financial Advisor
College Station, TX · On-site
This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor ...
Financial Advisor
Albany, GA · On-site
The position: The Financial Advisor is a fully licensed financial professional who manages a ... Exceptional relationship management and consultative sales skills. * Demonstrate excellent oral ...
Quick apply
Financial Advisor
Albany, GA · On-site
The position: The Financial Advisor is a fully licensed financial professional who manages a ... Exceptional relationship management and consultative sales skills. * Demonstrate excellent oral ...
Financial Advisor
Dallas, TX · Hybrid
$45K - $75K/yr
Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL ... Three or more years of investment sales experience Apply online at: By submitting an application ...
Financial Advisor
Dallas, TX · Hybrid
$45K - $75K/yr
Financial Advisor - Texas Trust Credit Union Your career path should lead to real opportunity LPL ... Three or more years of investment sales experience Apply online at: By submitting an application ...
Financial Advisor
$50K - $120K/yr
Manage the sales process from lead generation to closing * Continuously learn and apply new ... Basic understanding of the role of a financial advisor or financial consultant, as well interest in ...
Quick apply
Financial Advisor
$50K - $120K/yr
Manage the sales process from lead generation to closing * Continuously learn and apply new ... Basic understanding of the role of a financial advisor or financial consultant, as well interest in ...
Financial Advisor
Tampa, FL · On-site
... Sales Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual ...
Financial Advisor
Tampa, FL · On-site
... Sales Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual ...
... Group Sales Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal ... opportunity employer. We consider all qualified applicants without regard to race, color, religion ...
... Group Sales Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal ... opportunity employer. We consider all qualified applicants without regard to race, color, religion ...
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
Tulsa, OK · On-site
Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2026 BOK ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
Tulsa, OK · On-site
Financial Advisor Pay Transparency Salary Range: Not Available Application Deadline: 06/30/2026 BOK ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
$80K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $80,000 - $100,000 Application Deadline: 06/30 ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
$80K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $80,000 - $100,000 Application Deadline: 06/30 ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
Houston, TX · On-site
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
Houston, TX · On-site
Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
$50K - $140K/yr
Manage the sales process from lead generation to closing * Continuously learn and apply new ... Basic understanding of the role of a financial advisor or financial consultant, as well interest in ...
Quick apply
Financial Advisor
$50K - $140K/yr
Manage the sales process from lead generation to closing * Continuously learn and apply new ... Basic understanding of the role of a financial advisor or financial consultant, as well interest in ...
Financial Advisor
$80K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $80,000 - $100,000 Application Deadline: 06/30 ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
$80K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $80,000 - $100,000 Application Deadline: 06/30 ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
$75K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 06/30 ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor
$75K - $100K/yr
Financial Advisor Pay Transparency Salary Range: $75,000 - $100,000 Application Deadline: 06/30 ... of products and sales approaches for targeted customers. * You'll maintain an up-to-date ...
Financial Advisor Sales information
See salary details
$32.5K - $40K
4% of jobs
$40K - $47.6K
0% of jobs
$47.6K - $55.1K
0% of jobs
$55.1K - $62.7K
0% of jobs
$62.7K - $70.2K
1% of jobs
$73.6K is the 25th percentile. Wages below this are outliers.
$70.2K - $77.8K
44% of jobs
The median wage is $78.1K / yr.
$77.8K - $85.3K
21% of jobs
$88.7K is the 75th percentile. Wages above this are outliers.
$85.3K - $92.9K
11% of jobs
$92.9K - $100.4K
7% of jobs
$100.4K - $108K
6% of jobs
$108K - $115.5K
5% of jobs
$32.5K
$82.7K
$115.5K
How much do financial advisor sales jobs pay per year?
As of Jun 9, 2026, the average yearly pay for financial advisor sales in the United States is $82,683.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $91,000.00 per year, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a Financial Advisor in sales, and why are they important?
To thrive as a Financial Advisor in sales, you need strong financial knowledge, analytical skills, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as FINRA Series 7 and 66. Proficiency with CRM software, financial planning tools, and investment platforms is commonly required. Outstanding interpersonal skills, active listening, and persuasive communication help build trust and effectively guide clients. These capabilities are crucial for understanding clients' needs, providing tailored advice, and achieving sales targets in a competitive environment.
What jobs make $3,000 a month without a degree?
Financial advisor sales roles typically require industry knowledge and strong interpersonal skills; earnings can vary widely but some entry-level positions or commission-based roles may reach $3,000 monthly without a degree. Other jobs that can pay around this amount without a degree include sales positions, certain customer service roles, and skilled trades like plumbing or electrical work, especially with experience and certifications. Success in these roles often depends on performance, experience, and certifications rather than formal education.
What is the difference between Financial Advisor Sales vs Financial Advisor?
| Aspect | Financial Advisor Sales | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (optional) | Series 7, Series 66, CFP (often required) |
| Primary Focus | Generating sales, client acquisition | Providing financial planning, investment advice |
| Work Environment | Sales-focused, commission-based | Advisory, client-centered |
| Employer & Industry Usage | Financial firms, brokerages | Wealth management firms, banks |
Financial Advisor Sales roles primarily focus on selling financial products and acquiring clients, often with a commission-based structure. In contrast, Financial Advisors concentrate on providing comprehensive financial planning and investment advice, typically earning fees or salary. While both roles require similar certifications, their core responsibilities and work environments differ significantly.
What are Financial Advisor Sales?
Financial Advisor Sales professionals are specialists who help clients make informed decisions about their financial future by selling financial products and services, such as investment plans, insurance, and retirement accounts. They combine financial planning expertise with sales skills to identify client needs, recommend suitable products, and build long-term client relationships. Their role often involves prospecting for new clients, explaining financial concepts, and meeting sales targets set by their firms.
What are some common challenges Financial Advisor Sales professionals face when building a client base, and how are they typically addressed?
One of the main challenges for Financial Advisor Sales professionals is establishing trust and credibility with new clients, especially when starting out or entering a new market. Building a client base often requires consistent networking, personalized outreach, and leveraging referrals from satisfied clients. Many advisors overcome these hurdles by developing strong interpersonal skills, staying up-to-date on financial products, and working closely with experienced team members or mentors. Firms often provide training, marketing support, and access to lead generation tools to help advisors succeed in growing their book of business.
More about Financial Advisor Sales jobs
What cities are hiring for Financial Advisor Sales jobs? Cities with the most Financial Advisor Sales job openings:
What states have the most Financial Advisor Sales jobs? States with the most job openings for Financial Advisor Sales jobs include:
What job categories do people searching Financial Advisor Sales jobs look for? The top searched job categories for Financial Advisor Sales jobs are:
Part-time
Posted 28 days ago
Job description
Description
Job Title: Financial Advisor Sales Assistant
Job Summary
The Financial Advisor Sales Assistant provides administrative, operational, and client service support to the financial advisory team. This role assists with client communications, account administration, scheduling, and sales support while helping maintain a high level of customer service and regulatory compliance.
Key Responsibilities
1. Client & Administrative Support
• Respond to client inquiries via phone, email, and in person.
• Schedule and coordinate client meetings and follow-up communications.
• Prepare client correspondence, reports, presentations, and meeting materials.
• Maintain and update client records, databases, and CRM systems.
• Assist with client onboarding and ongoing account maintenance.
2. Operational & Sales Support
• Prepare and process account documentation, including account openings, transfers, transactions, and service requests.
• Assist with proposals, marketing materials, referrals, and sales tracking activities.
• Coordinate client events, seminars, and related communications as needed.
• Prepare reports and summaries for the financial advisory team.
Compliance Responsibilities
• Ensure documentation is complete and maintained in accordance with regulatory requirements and company policies.
• Maintain confidentiality of client and bank information.
Skills & Qualifications
• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• Previous experience in financial services, banking, administrative support, or customer service preferred.
• Strong organizational skills, attention to detail, and communication skills.
• Proficient in Microsoft Office Suite; experience with CRM and financial software preferred.
• Ability to work independently and collaboratively in a team environment.
• Professional, proactive, and client-focused approach.
Licenses & Certifications
• FINRA SIE, Series 6 or 7 and Series 63 or 66 licenses preferred, or willingness to obtain within a designated timeframe as determined by management.
Job Title: Financial Advisor Sales Assistant
Job Summary
The Financial Advisor Sales Assistant provides administrative, operational, and client service support to the financial advisory team. This role assists with client communications, account administration, scheduling, and sales support while helping maintain a high level of customer service and regulatory compliance.
Key Responsibilities
1. Client & Administrative Support
• Respond to client inquiries via phone, email, and in person.
• Schedule and coordinate client meetings and follow-up communications.
• Prepare client correspondence, reports, presentations, and meeting materials.
• Maintain and update client records, databases, and CRM systems.
• Assist with client onboarding and ongoing account maintenance.
2. Operational & Sales Support
• Prepare and process account documentation, including account openings, transfers, transactions, and service requests.
• Assist with proposals, marketing materials, referrals, and sales tracking activities.
• Coordinate client events, seminars, and related communications as needed.
• Prepare reports and summaries for the financial advisory team.
Compliance Responsibilities
• Ensure documentation is complete and maintained in accordance with regulatory requirements and company policies.
• Maintain confidentiality of client and bank information.
Skills & Qualifications
• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• Previous experience in financial services, banking, administrative support, or customer service preferred.
• Strong organizational skills, attention to detail, and communication skills.
• Proficient in Microsoft Office Suite; experience with CRM and financial software preferred.
• Ability to work independently and collaboratively in a team environment.
• Professional, proactive, and client-focused approach.
Licenses & Certifications
• FINRA SIE, Series 6 or 7 and Series 63 or 66 licenses preferred, or willingness to obtain within a designated timeframe as determined by management.
About First Citizens State Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
51 - 200 Employees
Headquarters location
Whitewater, WI, US
Year founded
1863