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Financial Sales Assistant Jobs in Nebraska (NOW HIRING)

Adams Bank & Trust

Ag Banking Sales Assistant

Ogallala, NE · On-site

$17.75 - $23.25/hr

We're looking for an experienced Sales Assistant to support our Ag Lending team. Individuals can be ... We provide Commercial, Agriculture, Retail, Trust, and Financial Advising services, as well as ...

QXO

AP/AR Administrative Assistant

Fremont, NE · On-site

$18 - $23/hr

Working closely with Accounting, Finance, Sales, Operations, Human Resources, and branch personnel, the Accounting Assistant contributes to efficient financial operations while maintaining ...

Westlake Financial

Area Sales Manager

Omaha, NE · On-site

$60K - $125K/yr

Area Sales Manager Omaha, NE | Remote About Western Funding Inc. Western Funding, a dynamic and ... finance company, believes in PEOPLE with the PURPOSE and PASSION to assist our dealer partners ...

Lincoln Industries

Senior Financial Analyst

Lincoln, NE

$74K - $92K/yr

The Sr. Financial Analyst reports to Controller and works closely with the VFO and other members of ... Work with various departments to compile sales, production, SG&A, and other budgets. * Assist ...

Lincoln Industries

Senior Financial Analyst

Lincoln, NE · On-site

$74K - $92K/yr

The Sr. Financial Analyst reports to Controller and works closely with the VFO and other members of ... Work with various departments to compile sales, production, SG&A, and other budgets. * Assist ...

Lincoln Industries

Senior Financial Analyst

Lincoln, NE · On-site

$74K - $92K/yr

Work with various departments to compile sales, production, SG&A, and other budgets. * Assist ... Financial Analysis * Primary accounting staff person to provide or supervise the completion of ...

Axos Bank

AVP, Financial Consulting

Omaha, NE · On-site

$90K - $98K/yr

About This Job We are seeking a dynamic and hands-on Assistant Vice President to lead and scale the ... Monitor sales performance, pipeline activity, and advisor productivity; implement KPIs and ...

Johnston & Murphy

Asst. Manager

Gretna, NE · On-site

$17 - $30/hr

Use J&M sales tools to implement and obtain sales objectives * Utilize all available resources to ... financial goals; manages profitability through personal and team performance; executes company ...

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Financial Sales Assistant information

See Nebraska salary details

$10.5K

$40.7K

$60.1K

How much do financial sales assistant jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial sales assistant in Nebraska is $40,691.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,500.00 and $48,600.00 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 Nebraska?

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

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

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

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

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

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

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

Financial Sales Assistant jobs near you

Financial Sales Representative

Sandhills Global, Inc.

Lincoln, NE • On-site

$125K - $180K/yr

Full-time

PTO

Re-posted 4 days ago

Sandhills Global rating

7.9

Company rating: 7.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

8th of 19 rated publishing

Job description

Financial Sales Representative
Lincoln, Nebraska, USA
Currency is dedicated to disrupting e-commerce by designing financial technology that unlocks the free flow of capital and opportunity for our customers. We are looking for motivated and passionate individuals looking to disrupt the fintech industry and have some fun doing it. This is a full-time direct hire position, with a 4.5 day work week, lucrative commission opportunities, full benefits package, paid time off, and more.
The Sales team is responsible for growing Currency's volume through the sale of Currency's products. You will focus on creating long-term value by helping equipment sellers leverage our platform to sell more equipment and by helping borrowers/buyers easily determine what type of equipment they want to buy and how they want to pay.
Day to day, you will be focused on identifying new customers, finding new revenue opportunities, and providing feedback internally to help optimize current products. You will be the primary point of contact for the customer and will take them from the initial contact all of the way thru the completed loan process. You will use Sandhills systems and processes to walk thru the loan process with the customer. With our advanced technology, this helps our sales representatives provide a seamless experience for our customers. This is a full-time, in-office position with a starting base pay of $50,000 plus commission, which results in an average first year pay of $80,000 or more. There is no cap to commissions, and experienced reps can see $125,000 to $180,000+ in annual pay. As our company grows, so does the commission potential.
Positions available in both Scottsdale, AZ and Lincoln, NE
Duties/ Responsibilities/Requirements
• Meet and exceed monthly sales quotas
• Travel required - trips 2-3 times per year maximum
• Achieve objectives through effective planning, goal setting and projecting future performance
• Outreach to the prospective customers via phone and email to assist in completing financial transactions
• Move customer thru loan process using Sandhills systems and processes to achieve funding.
• Work effectively with our internal teams to structure the best possible offer for applicants
• Serve as our customers' primary point of contact and establish long lasting relationships with applicants as well as sellers of equipment
• Drive more leads on our platform through your relationship with vendors and sellers of equipment
• Achieve close % targets by generating approvals and obtaining signed contracts from our applicants.
• In Office Position. 4.5 day regular work week. Ability to commute daily to local office is required.
• Excellent oral and written communication skills
• Able to work independently and communicate within a team environment
• Results oriented
• Flexible and open to change
• Stable and progressive work history
• Professional appearance and demeanor
• Assume other duties as assigned.
Qualifications
• 1-2 year relevant sales experience preferred but not required
• Travel required - trips 2-3 times per year maximum
• Experience carrying a revenue target and delivering results
• Ability to gather and use data to inform decision making and persuade others.
• Excellent presentation, communication, negotiation and forecasting skills.
• Proactive and independent with the ability to assess business opportunities and read prospective buyers.
• Leader with the demonstrated capacity to motivate and work well with others.

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