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Financial Sales Assistant Jobs in Ohio (NOW HIRING)

JLL

Sales Assistant

Cincinnati, OH · On-site

$18 - $23.50/hr

... financial, marketing and operational functions for the business. We offer a fun, fast-paced ... client meetings * Assist and participatein planningas needed for industry functions or client ...

US Bank

Sales Engagement Program Manager

Columbus, OH · Hybrid

Helping the customers and businesses we serve to make better and smarter financial decisions and ... * Assist with building, testing, and maintaining sales cadences that guide business bankers ...

Fortinet

Enterprise Sales Engineer

Cleveland, OH · On-site

Pre-sales: Assist in qualifying sales leads from a technical standpoint, understanding customer ... financial well-being. Embark on a challenging, enjoyable, and rewarding career journey with ...

Tire Discounters

Finance Co-Op

Cincinnati, OH · On-site

... assist with timely follow-up to obtain missing documentation. * Partner with Sales Tax Analysts and ... Collaborate with Finance, Sales, and other internal teams to resolve routine customer documentation ...

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Financial Sales Assistant information

See Ohio salary details

$10.5K

$40.6K

$59.9K

How much do financial sales assistant jobs pay per year?

As of Aug 30, 2026, the average yearly pay for financial sales assistant in Ohio is $40,574.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,400.00 and $48,500.00 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 Ohio?

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

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

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

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

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

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

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

Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in Ohio as of August 2026, with employment types broken down into 76% Full Time, 20% Part Time, and 4% Contract. Highlights an 75% Physical, 1% Hybrid, and 24% Remote job distribution, with an average salary of $40,574 per year, or $19.5 per hour.

Event Sales Assistant

Brunswick, OH • On-site

Scene75 Entertainment Center
Arts, Entertainment, and Recreation • 11 - 50 employees
Learn more about Scene75 Entertainment Centerexternal

$11 - $14/hr

Full-time

Re-posted yesterday

Job description

Company Description
Scene75, an international award winning family entertainment center, which was voted Best Family Entertainment Center in North America, features an indoor electric go-kart track, a two-story laser tag arena, blacklight mini-golf, bumper cars, 4d theaters, 120 arcade games, inflatables, private party rooms, and much, much more -- including a full service restaurant, two bars and a snack zone. Scene75 is very community oriented and seeks candidates to value their role in creating a better community for others. We are also an Ohio based, fast-growing startup. There are many opportunities to advance and take on larger roles as we continue to expand.
Job Description
In this position, your job is to sell fun! Scene75 is the one of the nation's largest indoor entertainment centers and every year, we have thousands of events. These events range from birthday parties to family reunions to corporate team buildings and more. You will be the first point of contact on these events.
Full and part time opportunities available!
Your responsibilities will include but are not limited to
Guest Service
  • Provides exceptional service to our guests at all times, both in person and on the telephone.
  • Answers questions about the facility, pricing, group events, parties, food and beverage, hours of operation, location, etc.
  • Models the Company's core values

Sales
  • Books parties and group events.
  • Up-sells events to obtain maximum revenue.
  • Selling parties, both in person and on the phone
  • Accurately completing the party order form
  • Understanding the party schedules
  • Understanding the party flow
  • Understanding the staffing schedule
  • Understanding the party packages, pricing, and up-sell items
  • Closing the sale
  • Up-selling additional items
  • Collecting the deposit
  • Successfully executing the pre-party phone call
  • Proficiency with the reservation system
  • Follows prescribed Birthday Party Sales Qualification Process in order to book a maximum number of birthday parties.

Administration
  • Writes bills for party hosts.
  • Processes credit card transactions.
  • Closes out credit card machine and prepares appropriate financial reports.
  • Updates relief staff on any pertinent information at end of shift.
  • Attends staff meetings.

Qualifications
Qualifications
Event Sales Assistants must meet the following qualifications:
  • Exceptional guest service skills and a desire to implement the Company's core values to exceed guests' expectations every time.
  • Computer, cash register, and basic mathematical skills.
  • Ability to sell events and party packages and up-sell to maximize revenue.
  • Professional appearance.
  • Effective communication skills; bi-lingual a plus.
  • Prior experience in a guest service and/or sales environment.
  • Obtained or currently pursuing a high school diploma or equivalent (G.E.D.).
  • Ability to work nights, weekends, and holidays as scheduled.

Characteristics of a Event Sales Assistant
  • Friendliness
  • Knowledgeable
  • Honesty
  • Sales-Oriented
  • Humility
  • Sense of Humor
  • Patience
  • Fun
  • Loves to smile
  • Loves children!

Salary: $11.00 to $14.00 /hour
Additional Information
All your information will be kept confidential according to EEO guidelines.

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