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Financial Sales Assistant Jobs in Alaska (NOW HIRING)

nuvision

$30.11 - $36.14/hr

... sales assistant administrative experience ... Basic understanding of financial services and products * Ability to add, subtract, multiply, and ...

Remington

Assistant Director of Finance

Anchorage, AK · On-site

The Assistant Director of Finance (ADOF) supports the hotel's Director of Finance (DOF), implements ... Participate in monthly department meetings at the property, Sales and Marketing weekly meetings ...

Keybank

Financial Wellness Associate

Fairbanks, AK

$19.23 - $28.37/hr

... and solutions to assist in client's financial wellness, both in person and through proactive ... Exhibits strong sales and service skills, presenting products and services while proactively ...

KeyBank

Financial Wellness Associate

Fairbanks, AK · On-site

... and solutions to assist in client's financial wellness, both in person and through proactive ... Exhibits strong sales and service skills, presenting products and services while proactively ...

University of Alaska

Financial Aid Advisor

Anchorage, AK · On-site

$20.75 - $26.50/hr

Financial Aid Advisors work directly with students and families to assist them through the ... sales. Position Details: This is a full-time, exempt staff position complete with both a ...

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Financial Sales Assistant information

See Alaska salary details

$11.8K

$46K

$67.8K

How much do financial sales assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial sales assistant in Alaska is $45,962.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,500.00 and $54,900.00 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.

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

The most popular types of Financial Sales jobs in Alaska are:

What are popular job titles related to Financial Sales Assistant jobs in Alaska?

For Financial Sales Assistant jobs in Alaska, the most frequently searched job titles are:

What job categories do people searching Financial Sales Assistant jobs in Alaska look for?

The top searched job categories for Financial Sales Assistant jobs in Alaska are:

What cities in Alaska are hiring for Financial Sales Assistant jobs?

Cities in Alaska with the most Financial Sales Assistant job openings:

Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in Alaska as of June 2026, with employment types broken down into 84% Full Time, 13% Part Time, 2% Temporary, and 1% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $45,962 per year, or $22.1 per hour.

Small Business & Investment Services - Sales Assistant (Non-Licensed) - Full Time - Onsite (AK)

nuvision

On-site

$30.11 - $36.14/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Key responsibilities

  • Performs administrative duties such as monitoring emails, voicemails, and processing client mail and paperwork to support representatives.

  • Calls clients and prospects, schedules appointments, and follows up on appointment leads to support sales activities.

  • Manages scheduling and tracking of seminar and workshop attendees, and supports member relations and events.

Job description

Provides support, coordinates and conducts client sales support and service activities for Investment Representative and associated Investment Program in an effort to increase investment program growth. 

Responsibilities:

  • Performs administrative duties for representative/s, which may include monitoring assigned representatives’ emails and voicemails for follow up items which may include prioritizing emails and voicemails (while remaining compliant for a nonregistered person)
  • Calls clients and prospects, and makes appointments for the representative/s
  • Processes incoming client mail, paperwork and other items to support the representative/s
  • Follows up on any appointment leads (branch referrals, website, seminars, etc.
  • Prospects for new clients within clearly defined markets.
  • Manages scheduling, planning, and tracking of attendees for seminars and workshops
  • Works with compliance to administer and track any advertising approvals as needed
  • Supports and participates in continuous improvement activities. Represents the Credit Union in a positive and professional manner. Maintains member, team members and other sensitive information with confidentiality. Treats coworkers and members with respect
  • Supports member relations and events that promotes member centric experiences.
  •  Represents the Credit Union in a positive and professional manner.
  • Other related duties, as assigned

Qualifications:

  • 2-years' experience in the financial industry; specifically, customer service phone experience or sales assistant administrative experience

  • Basic understanding of financial services and products

  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

  • Ability to effectively engage clients/prospects through effective interactions, interpersonal communication and relationship building skills 

  • Excellent organization and prioritization skills

  • Ability to deal with problems involving several concrete variables in standardized situations. 

  • Demonstrated ability to learn and apply knowledge of various systems

  • Proficient Microsoft Office skills are required (i.e. Teams, Word, Excel and Outlook). Strong proficiency in Outlook scheduling, calendars and emails

Preferred Qualifications:

  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Utilizes active listening skills and effectively presents information to and/or responds appropriately to questions from groups of managers, clients, customers, and the general public

Education: 

  • High school diploma or equivalent

Website: nuvisionfederal.com/careers

Benefits:

  • Medical
  • Dental
  • Vision
  • Life Insurance
  • Flexible Spending Account
  • 401(k) Matching
  • Paid Time Off
  • Training Provided
  • Tuition Reimbursement 

Pay scale by applicable geographic work location:

    • Alaska (All locations excluding Fairbanks, Juneau and Kenai): Min $22.46 - Mid $28.07 - Max $33.69   
      • Applicable range for Fairbanks, Juneau, or Kenai:
        Min $24.09 - Mid $30.11 - Max $36.14

The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. 

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