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Financial Sales Assistant Jobs in Raleigh, NC (NOW HIRING)

Simplicity Group Holdings

Be Seen First

Sr. Sales Assisant

Durham, NC · On-site

$65K - $76K/yr

As our firm continues to grow, we are seeking a highly organized, detail-oriented Sr. Sales Assistant to support a small team of highly experienced senior financial advisors to help deliver an ...

New

SIA Group

Sales Manager

Raleigh, NC · On-site

Align target market messaging with producer prospecting activities. * Assist in designing ... Qualifications: * 5+ years of commercial insurance, group benefits, or financial sales experience ...

Truist

Loan Originator Assistant

Cary, NC · On-site

$34K - $43K/yr

... need. Assist with research and solution of client complaints. 6. Conduct loan pipeline reviews to ... financial sales experience OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking ...

pOpshelf

ASSISTANT TEAM LEADER - pOpshelf

Durham, NC

$15 - $18.50/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

Durham, NC · On-site

$15 - $18.50/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

Fuquay Varina, NC · On-site

$13.25 - $16/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

Garner, NC

$14.25 - $17.50/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

Holly Springs, NC

$13.75 - $17/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

Holly Springs, NC

$13.75 - $17/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

Raleigh, NC

$15.50 - $19/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

Garner, NC

$14.25 - $17.50/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

Fuquay Varina, NC

$13.25 - $16/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

Raleigh, NC · On-site

$15.50 - $19/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 ...

KIOTI Tractor

Product Line Manager

Wendell, NC · On-site

Collaborate with the Finance Department to establish pricing models, programs, and financial ... Develop strategies for increasing market share and maximizing sales. * Assist the Sales Department ...

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Showing results 1-20

All JobsFinancial Sales JobsFinancial Sales Assistant JobsFinancial Sales Assistant Jobs in Raleigh, NC

Financial Sales Assistant information

See Raleigh, NC salary details

$10.7K

$41.5K

$61.2K

How much do financial sales assistant jobs pay per year?

As of Jul 29, 2026, the average yearly pay for financial sales assistant in Raleigh, NC is $41,484.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,100.00 and $49,600.00 per year, depending on experience, location, and employer.

How does a Financial Sales Assistant typically support financial advisors and interact with clients on a daily basis?

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 is the best entry-level finance job?

An entry-level finance job such as a Financial Sales Assistant typically involves supporting sales activities, client communication, and basic financial analysis. These roles often require strong communication skills, familiarity with financial software, and may offer opportunities for certification or further training to advance in the finance industry.

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.

What does a financial sales person do?

A financial sales assistant helps clients select and purchase financial products such as investments, insurance, or loans. They analyze clients' financial needs, provide product information, and assist with account management, often using sales and customer service skills. Certification or licensing may be required depending on the products sold.

What are the key skills and qualifications needed to thrive as a Financial Sales Assistant, and why are they important?

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 are Financial Sales Assistants?

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 finance assistant do?

A finance assistant supports financial operations by preparing reports, managing records, processing transactions, and assisting with budgeting and invoicing. They often use accounting software and need strong organizational and communication skills to ensure accurate financial data management. The role may require basic knowledge of finance principles and attention to detail.

Can you make $500,000 a year in sales?

Financial Sales Assistants typically do not earn $500,000 annually through base salary alone, as this level of income is uncommon in entry- or mid-level sales roles. High earnings in sales usually depend on commissions, bonuses, and the volume of sales, which can vary widely based on industry, experience, and performance. Achieving such income generally requires advanced sales positions, significant client portfolios, or leadership roles in financial services firms.
What are the most commonly searched types of Financial Sales jobs in Raleigh, NC? The most popular types of Financial Sales jobs in Raleigh, NC are:
What are popular job titles related to Financial Sales Assistant jobs in Raleigh, NC? For Financial Sales Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Sales Assistant jobs in Raleigh, NC look for? The top searched job categories for Financial Sales Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Sales Assistant jobs? Cities near Raleigh, NC with the most Financial Sales Assistant job openings:
Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,484 per year, or $19.9 per hour.
Sr. Sales Assisant

Sr. Sales Assisant

Simplicity Group Holdings

Durham, NC • On-site

$65K - $76K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 hours ago

Be Seen First

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Job description

Position:             Senior Sales Assistant

Reports to:         Director, Business Development

Location:            In-office, Durham, NC

Classification:    Full-time, Exempt

 

Summary / Job Objective:  We are a growing independent Registered Investment Advisory (RIA) firm committed to providing exceptional financial planning and investment management services to individuals, families, and business owners. As our firm continues to grow, we are seeking a highly organized, detail-oriented Sr. Sales Assistant to support a small team of highly experienced senior financial advisors to help deliver an outstanding client experience.

This is an excellent opportunity for someone who enjoys working in a fast-paced, professional environment where accuracy, responsiveness, and exceptional client service are valued. The successful candidate will become an integral part of our team, helping advisors focus on serving clients and growing the business.

 

Essential Job Functions: 

·         Prepare and process new account paperwork, account maintenance requests, and transfer documentation.

·         Coordinate client onboarding from initial paperwork through account funding.

·         Prepare reports, meeting materials, and client documents for advisor meetings.

·         Serve as a primary point of contact for client service requests and follow through to completion.

·         Communicate with custodians and third-party providers to resolve account issues efficiently.

·         Monitor outstanding client requests and ensure timely follow-up.

·         Ensure all documentation is complete, accurate, and compliant with firm policies.

Qualifications:

·         2+ years previous experience in wealth management, financial services, banking, or an investment advisory firm preferred.

·         Experience supporting Financial Advisors or working directly with clients is highly desirable.

·         Familiarity with investment custodians such as Fidelity Wealthscape, Schwab Advisor Center/PCRA, TIAA, or similar platforms is preferred.

·         Experience with Orion Advisor Services is strongly preferred.

·         Experience using Salesforce or another CRM platform is a plus.

·         Proficiency in Microsoft Office, including Outlook, Excel, and Word.

 

Competencies:

·         Exceptional attention to detail and organizational skills.

·         Excellent written and verbal communication abilities.

·         Ability to manage multiple priorities while maintaining a high level of accuracy.

·         Positive attitude, strong work ethic, and commitment to providing exceptional client service.

 

Compensation & Benefits:

Compensation (based on experience)

·         Base salary / Hourly rate: $65,000 - $77,000; exempt

·         Annual performance bonus target: 5%

Benefits

·         Employee benefits (medical, dental, vision, life insurance, other)

·         401k with employer match

·         Paid Time Off

·         Paid parking

Location:  280 S. Mangum St, Suite 550, Durham, NC  27701

*This role is an in-office position

Company Description

Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.
For more information, please visit simplicitygroup.com.