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Financial Sales Assistant Jobs in Iowa (NOW HIRING)

Stbancorp

Financial Advisor

Centerville, IA · On-site

$55K - $156K/yr

During the course of these customer meetings, the Financial Planner will need to explain the bank ... Manages and acts as a mentor for fully Licensed Sales Assistants working within the Brokerage ...

pOpshelf

ASSISTANT TEAM LEADER - pOpshelf

Davenport, IA · On-site

$14.25 - $17.25/hr

... sales. * Assist Store Team Leader with educating store team about store products so they can engage ... ensuring financial integrity of the store through strict cashier accountability, key control ...

pOpshelf

ASSISTANT TEAM LEADER - pOpshelf

Davenport, IA · On-site

$14.25 - $17.25/hr

... sales. * Assist Store Team Leader with educating store team about store products so they can engage ... ensuring financial integrity of the store through strict cashier accountability, key control ...

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All JobsFinancial Sales JobsFinancial Sales Assistant JobsFinancial Sales Assistant Jobs in Iowa

Financial Sales Assistant information

See Iowa salary details

$10.3K

$40.1K

$59.2K

How much do financial sales assistant jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial sales assistant in Iowa is $40,086.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,100.00 and $47,900.00 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 Iowa?

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

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

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

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

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

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

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

Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in Iowa as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 89% In-person, 5% Hybrid, and 6% Remote job distribution, with an average salary of $40,086 per year, or $19.3 per hour.

sales associate - full time and part time - work from home

M&K Financial

Davenport, IA • On-site, Remote

Contractor

Re-posted 22 days ago

Job description

J
M&K Financial is a leader in the Financial Services industry. Our company is experiencing record expansion as the demand for our products and services continues to grow nationwide, and need driven Sales Associates to serve the needs of our clientele.
With M&K Financial, you have work and schedule flexibility, and the support needed to assist you in achieving your personal goals and career aspirations!
We provide new hires with the tools and training to be successful as an independent agent in our organization, and you can do this on a part-time or full-time basis.
Previous experience in Financial Services, Sales, Customer Service, or other related fields is a plus but not required as we have a comprehensive training program that has yielded results for eight consecutive years!
What M&K Financial Provides:
• Opportunity for Advancement
• Daily Paid Commissions
• State-of-the-Art training platform
• Access to Qualified Prospects - NO COLD CALLING
• Agent-Focused Technology
• Carrier Partnerships with industry leading, A-rated companies
• Home Office Support Staff
• Weekly, Monthly, and Annual Bonuses
Qualifications:
• Previous experience in insurance, sales, customer service, or other related fields desired but not required
• Highly motivated
• Comfortability with working from home
• Ability to prioritize and multitask
• Positions do require applicant to have a Life Insurance license - currently active license, or willing to get a
license

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