Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership ...
Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Review and resolve billing and accounts payable issues in collaboration with the finance team. * Generate and distribute sales, renewal, and ad hoc reports. * Assist the sales team with internal ...
Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Review and resolve billing and accounts payable issues in collaboration with the finance team. * Generate and distribute sales, renewal, and ad hoc reports. * Assist the sales team with internal ...
Sales Assistant
$18.50 - $24.25/hr
Review and resolve billing and accounts payable issues in collaboration with the finance team. * Generate and distribute sales, renewal, and ad hoc reports. * Assist the sales team with internal ...
Sales Assistant
$18.50 - $24.25/hr
Review and resolve billing and accounts payable issues in collaboration with the finance team. * Generate and distribute sales, renewal, and ad hoc reports. * Assist the sales team with internal ...
Sales Assistant
Appleton, WI · On-site
$16 - $20/hr
Sales Assistant (Product Genius) Bergstrom Lexus of Appleton At Bergstrom Automotive, we're proud ... Financial Security : 401(k) plan with company match (for full-time team members) * Work-Life ...
Sales Assistant
Appleton, WI · On-site
$16 - $20/hr
Sales Assistant (Product Genius) Bergstrom Lexus of Appleton At Bergstrom Automotive, we're proud ... Financial Security : 401(k) plan with company match (for full-time team members) * Work-Life ...
Sales Assistant
Appleton, WI · On-site
$16 - $20/hr
Sales Assistant (Product Genius) Bergstrom Lexus of Appleton At Bergstrom Automotive, we're proud ... Financial Security : 401(k) plan with company match (for full-time team members) * Work-Life ...
Sales Assistant
Appleton, WI · On-site
$16 - $20/hr
Sales Assistant (Product Genius) Bergstrom Lexus of Appleton At Bergstrom Automotive, we're proud ... Financial Security : 401(k) plan with company match (for full-time team members) * Work-Life ...
Automotive Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
$18.25 - $23.75/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
$18.25 - $23.75/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
Sun Prairie, WI · On-site
$18.25 - $23.75/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
Sun Prairie, WI · On-site
$18.25 - $23.75/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
Milwaukee, WI · On-site
$18 - $22/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
Milwaukee, WI · On-site
$18 - $22/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Automotive Sales Assistant
Sun Prairie, WI · On-site
$18 - $22/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
Sun Prairie, WI · On-site
$18 - $22/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
Green Bay, WI · On-site
$18 - $22/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Automotive Sales Assistant
Green Bay, WI · On-site
$18 - $22/hr
Assisting and posting all Creative Finance payments to the proper system * Work with guests in a ... * Assist the sales team as they complete the sales processes, including but not limited to.
Local Sales Assistant
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
Local Sales Assistant
Milwaukee, WI · On-site
$18.50 - $24.25/hr
Compile, analyze, and distribute digital campaign performance reports. * Assist in developing ... Communicate effectively with Sales, Traffic, Production, Finance, and Digital Operations teams.
... 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 ...
... 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 ...
... 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 ...
... 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 ...
Financial Sales Assistant information
See Wisconsin salary details
$11.1K - $15.9K
0% of jobs
$15.9K - $20.6K
0% of jobs
$20.6K - $25.4K
0% of jobs
$25.4K - $30.2K
15% of jobs
$33.1K is the 25th percentile. Wages below this are outliers.
$30.2K - $35K
15% of jobs
$35K - $39.7K
7% of jobs
The median wage is $41.6K / yr.
$39.7K - $44.5K
31% of jobs
$48.4K is the 75th percentile. Wages above this are outliers.
$44.5K - $49.3K
7% of jobs
$49.3K - $54K
8% of jobs
$54K - $58.8K
8% of jobs
$58.8K - $63.6K
7% of jobs
$11.1K
$43.1K
$63.6K
How much do financial sales assistant jobs pay per year?
As of Aug 28, 2026, the average yearly pay for financial sales assistant in Wisconsin is $43,077.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,300.00 and $51,500.00 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?
| Aspect | Financial Sales Assistant | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or equivalent; some roles may need FINRA licenses | Requires certifications like CFP, CFA, or Series 7/63 licenses |
| Work Environment | Support role in banks, financial firms, or insurance companies | Client-facing role providing personalized financial planning |
| Employer & Industry | Financial institutions, banks, insurance companies | Financial planning firms, banks, independent practices |
| Search & Comparison Intent | Understanding support roles in finance, entry-level positions | Seeking 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 Wisconsin?
The most popular types of Financial Sales jobs in Wisconsin are:
What are popular job titles related to Financial Sales Assistant jobs in Wisconsin?
For Financial Sales Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Sales Assistant jobs in Wisconsin look for?
The top searched job categories for Financial Sales Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Sales Assistant jobs?
Cities in Wisconsin with the most Financial Sales Assistant job openings:
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Overview
Come as you are.
Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts.
Key Responsibilities:
- Understanding of and ability to articulate full scope of JFG products and services.
- Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor.
- Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems.
- Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through.
- Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently.
- Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting.
- Support Advisor in marketing of his/her business including but not limited to; materials, events and communications.
- Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems.
- Manage and enter data through use of Financial Planning operating systems.
- Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer.
Job Requirements:
- HS diploma required, Bachelor’s degree preferred and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree.
- Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire.
- Life and health licenses desired.
- Strong internal and external communication skills, established ability to develop relationships with key business partners.
- Expert customer service and time management skills required.
- Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIMEWhat Johnson Financial Group employees say
Pay
Hours and flexibility
Workplace
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