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Financial Sales Assistant Jobs (NOW HIRING)

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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 ...

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Financial Sales Intern

Miami, FL · On-site

$2.0K - $7.0K/wk

Your responsibilities will include: • Lead Generation: Assist with prospecting, outreach, and ... sales! Industry : Financial Services Employment Type : Full-Time Internship (June 8th - July 31st ...

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$42.7K

$63K

How much do financial sales assistant jobs pay per year?

As of Jul 27, 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.

How does a Financial Sales Assistant typically support financial advisors and interact with clients on a daily basis?

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 is the best entry-level finance job?

An entry-level finance job such as a Financial Sales Assistant typically involves supporting sales activities, client communication, and basic financial analysis. These roles often require strong communication skills, familiarity with financial software, and may offer opportunities for certification or further training to advance in the finance industry.

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.

What does a financial sales person do?

A financial sales assistant helps clients select and purchase financial products such as investments, insurance, or loans. They analyze clients' financial needs, provide product information, and assist with account management, often using sales and customer service skills. Certification or licensing may be required depending on the products sold.

What are the key skills and qualifications needed to thrive as a Financial Sales Assistant, and why are they important?

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 are Financial Sales Assistants?

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 finance assistant do?

A finance assistant supports financial operations by preparing reports, managing records, processing transactions, and assisting with budgeting and invoicing. They often use accounting software and need strong organizational and communication skills to ensure accurate financial data management. The role may require basic knowledge of finance principles and attention to detail.

Can you make $500,000 a year in sales?

Financial Sales Assistants typically do not earn $500,000 annually through base salary alone, as this level of income is uncommon in entry- or mid-level sales roles. High earnings in sales usually depend on commissions, bonuses, and the volume of sales, which can vary widely based on industry, experience, and performance. Achieving such income generally requires advanced sales positions, significant client portfolios, or leadership roles in financial services firms.
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:
What job categories do people searching Financial Sales Assistant jobs look for? The top searched job categories for Financial Sales Assistant jobs are:
Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $42,678 per year, or $20.5 per hour.

Financial & Sales Operations Analyst

The Misch Group

Los Angeles, CA

Full-time

Posted 20 days ago

Job description

Description
JOB SUMMARY

We are looking for an experienced Financial & Sales Operations Analyst who will be responsible for creating and monitoring financial models and KPI’s to track Company performance, enhance accountability, and provide decision support.  The Financial & Sales Operations Analyst will also provide sales operations and systems administration support, including salesforce.com and SharePoint, by supporting customer acquisition and compliance processes, providing internal user resources and training, and ensuring process and systems optimization.  The position reports to the CFO and VP of Sales and involves close coordination with senior management and other key personnel primarily in the Finance, Sales and Professional Services organizations.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Financial Analysis & Reporting
  • Identify and collect relevant financial data from all applicable business units, processes, and projects
  • Prepare internal and external reporting packages including preparing relevant data for presentations to the Board of Directors and investors  
  • Assist with regular budgeting and forecasting processes
  • Develop dynamic and user-friendly financial analyses and modeling to enable efficient decision-making
  • Assist with ad hoc analysis, benchmarking, and reporting
Systems Administration & Sales Operations
  • Own the day-to-day requirements of assigned systems, including fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, assisting users with questions and training, and proposing new functionality for potential adoption
  • Respond timely to customer onboarding and compliance requirements, coordinating with other teams as needed
  • Assist the sales and renewals teams with proposals and quotations
  • Develop and manage Sales and Professional Services operations sites on SharePoint
  • Develop and maintain standardized policies, procedures, and sales resources
  • Proactively identify sales operations process inefficiencies and streamline or automate them
SKILLS AND EXPERIENCE

  • Bachelor’s Degree in Finance, Economics, or related major
  • MBA or CPA certification preferred
  • Software revenue recognition experience required
  • 7+ years’ experience working in finance and/or accounting in the high tech industry
  • Multi-site/geography experience preferred
  • Experience implementing and administering finance applications
  • Experience with salesforce.com and SharePoint a plus
  • Ability to analyze data with creativity and innovation in mind
  • Excellent strategic thinking and presentation skills
  • Excellent organizational skills and attention to detail


Key Responsibilities
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Financial Analysis & Reporting
  • Identify and collect relevant financial data from all applicable business units, processes, and projects
  • Prepare internal and external reporting packages including preparing relevant data for presentations to the Board of Directors and investors  
  • Assist with regular budgeting and forecasting processes
  • Develop dynamic and user-friendly financial analyses and modeling to enable efficient decision-making
  • Assist with ad hoc analysis, benchmarking, and reporting
Systems Administration & Sales Operations
  • Own the day-to-day requirements of assigned systems, including fulfilling all reporting and metrics needs, ensuring data integrity, creating standardized dashboards and processes, assisting users with questions and training, and proposing new functionality for potential adoption
  • Respond timely to customer onboarding and compliance requirements, coordinating with other teams as needed
  • Assist the sales and renewals teams with proposals and quotations
  • Develop and manage Sales and Professional Services operations sites on SharePoint
  • Develop and maintain standardized policies, procedures, and sales resources
  • Proactively identify sales operations process inefficiencies and streamline or automate them



Skills, Knowledge and Expertise

SKILLS AND EXPERIENCE

  • Bachelor’s Degree in Finance, Economics, or related major
  • MBA or CPA certification preferred
  • Software revenue recognition experience required
  • 7+ years’ experience working in finance and/or accounting in the high tech industry
  • Multi-site/geography experience preferred
  • Experience implementing and administering finance applications
  • Experience with salesforce.com and SharePoint a plus
  • Ability to analyze data with creativity and innovation in mind
  • Excellent strategic thinking and presentation skills
  • Excellent organizational skills and attention to detail