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Financial Sales Assistant Jobs (NOW HIRING)

Popular

Financial Sales Assistant

Newark, NJ · On-site

$38.56 - $48.72/hr

Popular Investments Service Brokerage We are currently searching for a licensed Financial Sales Assistant to join our Popular Investments team. You will be primarily responsible for the effective ...

Popular

Financial Sales Assistant

Newark, NJ · On-site

$38.56 - $48.72/hr

Popular Investments Service Brokerage We are currently searching for a licensed Financial Sales Assistant to join our Popular Investments team. You will be primarily responsible for the effective ...

Popular Bank

Financial Sales Assistant

Newark, NJ · On-site

$38.56 - $48.72/hr

Popular Investments Service Brokerage We are currently searching for a licensed Financial Sales Assistant to join our Popular Investments team. You will be primarily responsible for the effective ...

Canvas

Financial Sales Assistant

Lone Tree, CO · On-site

$60K - $65K/yr

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 ...

AmeriServ Bank

Financial Sales Assistant

Johnstown, PA · On-site

... the Financial Advisors. 4. Assist with onboarding new clients, ensuring that necessary documents have been completed accurately by the client. 5. Update and maintain the electronic software with ...

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

WizeHire, Inc

Financial Sales Professional

Melville, NY · On-site

$55 - $75/hr

Our mission is to provide financial security and peace of mind through our insurance, annuity, and ... assist you in developing a clientele. New York Life provides the resources and ongoing support you ...

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Financial Sales Assistant information

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$11K

$42.7K

$63K

How much do financial sales assistant jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial sales assistant in the United States is $42,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,000.00 and $51,000.00 per year, depending on experience, location, and employer.

What is a financial sales assistant?

Financial Sales Assistants are professionals who support financial advisors, brokers, or sales teams in managing client accounts and delivering financial products or services. Their responsibilities often include scheduling meetings, preparing documents, responding to client inquiries, processing transactions, and ensuring compliance with industry regulations. By handling administrative and customer service tasks, they help financial professionals focus on building relationships and generating sales. Financial Sales Assistants play a crucial role in maintaining smooth operations within financial firms and enhancing client satisfaction.

What does a financial sales assistant do?

A Financial Sales Assistant plays a key role in supporting financial advisors by preparing client documents, scheduling meetings, and managing account information. They often serve as a primary point of contact for clients, answering routine inquiries and helping resolve administrative issues. Daily responsibilities include processing transactions, updating client records, and ensuring compliance with industry regulations. Collaboration with advisors and other team members is essential to provide seamless service and help maintain strong client relationships, making organizational and communication skills crucial for success in this role.

What skills and qualifications are needed to be a financial sales assistant?

To thrive as a Financial Sales Assistant, you need strong numerical proficiency, attention to detail, and a background in finance or business, often supported by a relevant degree or certification. Familiarity with CRM software, financial analysis tools, and Microsoft Office Suite is typically required. Outstanding interpersonal skills, organization, and the ability to communicate complex financial information clearly help individuals excel in this role. These skills and qualities are crucial for supporting sales teams, ensuring accurate client information, and maintaining efficient operations in a competitive financial environment.

What is the difference between Financial Sales Assistant vs Financial Advisor?

AspectFinancial Sales AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentSupport role in banks, financial firms, or insurance companiesClient-facing role providing personalized financial planning
Employer & IndustryFinancial institutions, banks, insurance companiesFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding support roles in finance, entry-level positionsSeeking personalized financial advice, career in financial planning

The main difference is that a Financial Sales Assistant provides support and administrative assistance within financial firms, often with minimal licensing, while a Financial Advisor offers personalized financial planning and investment advice, requiring relevant certifications. Both roles are integral to the finance industry but serve different functions and client engagement levels.

Is a financial sales assistant a good career?

A financial sales assistant is a role that involves supporting financial advisors and selling financial products, requiring strong communication and sales skills. It can offer opportunities for career growth, industry certifications, and experience in finance, but job satisfaction depends on individual interests and the work environment.
More about Financial Sales Assistant jobs

What cities are hiring for Financial Sales Assistant jobs?

Cities with the most Financial Sales Assistant job openings:

What are the most commonly searched types of Financial Sales jobs?

The most popular types of Financial Sales jobs are:

What states have the most Financial Sales Assistant jobs?

States with the most job openings for Financial Sales Assistant jobs include:

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Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $42,678 per year, or $20.5 per hour.

Financial Sales Assistant

AmeriServ Financial Bank

Johnstown, PA • On-site

Full-time

Posted 11 days ago

Job description

SUMMARY OBJECTIVE:
Assists the Financial Advisors and VP/Program Manager & Financial Advisor in their day-to-day duties.
ESSENTIAL FUNCTIONS:
1. Establish appointments with existing clients and potential new clients for business development.
2. Schedule and prepare for all client reviews which include financial planning.
3. Schedule and prepare for new client meetings by obtaining financial information for the Financial Advisors.
4. Assist with onboarding new clients, ensuring that necessary documents have been completed accurately by the client.
5. Update and maintain the electronic software with meeting notes, client calls, and all activity pertaining to clients.
6. Maintain client tasks in a CRM system and update account information when necessary.
7. Assist the Financial Advisors in the preparation of marketing materials.
8. Maintain a good working relationship with the branch network, and other areas of the bank, to allow for the continuous referring of leads.
9. Ensure that licensing, registrations, and continued education is up to date for the Financial Advisors.
10. Input trade requests as directed by the Financial Advisors for brokerage/advisory accounts.
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.
SUPERVISORY RESPONSIBILITY:
This position requires no supervision of employees.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS:
The employee is frequently required to: 1) Type or otherwise work with fingers; 2) Talk expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing, perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make the discriminations in sound; 4) Specific vision abilities required by this job include viewing a computer monitor, extensive reading, along with travel as required. Sedentary work with some walking and standing; may require occasionally lifting of up to 10 pounds and/or move up to 25 pounds.
TRAVEL:
No travel is required.
COMPETENCIES:
1. Strong Communication Proficiency (Written and Oral)
2. Computer Skills - Microsoft Word, Excel, and PowerPoint
3. Deadline Oriented
4. Strong Analytical Skills
5. Ethical Conduct
6. Ability to Multitask in a Fast-Paced Environment
REQUIRED EDUCATION and EXPERIENCE:
Post high school education certificate or diploma program in a business, administrative assistant or related field required; an Associate's Degree in business, administrative assistant or related field preferred. (1) one year of financial industry experience required.
Equal Opportunity Employer
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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