ZipRecruiter

Log In

1

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

SuCitta Stealth

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

... * Assist in preparing bank‑facing budget decks that articulate assumptions, trends, and financial strategy. * Provide visibility into revenue performance and identify variances in sales compared ...

Capital Bank

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

... * Assist in preparing bank-facing budget decks that articulate assumptions, trends, and financial strategy. * Provide visibility into revenue performance and identify variances in sales compared to ...

SuCitta Stealth

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

... * Assist in preparing bankfacing budget decks that articulate assumptions, trends, and financial strategy. * Provide visibility into revenue performance and identify variances in sales compared to ...

Capital Bank

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

... * Assist in preparing bankfacing budget decks that articulate assumptions, trends, and financial strategy. * Provide visibility into revenue performance and identify variances in sales compared to ...

Concord Hospitality

Financial Accountant

Raleigh, NC · On-site +1

$54K - $67K/yr

... assist with due diligence efforts related to property transitions such as acquisitions, sales, or ... financial performance. Finally, you'll have the opportunity to make an impact by identifying ...

Palmetto Moon

Assistant Sales Manager - Cary

Cary, NC · On-site

Sales & Financial Performance * Assist Store Sales Manager in achieving sales goals and objectives * Perform Manager on Duty (MOD) shifts as scheduled to monitor and motivate team * Hold self and ...

HomeTrust Bank

Mortgage Loan Officer

Raleigh, NC

Required: * 3+ years of experience required as a retail loan originator, processor, sales assistant ... financial institution committed to providing value-added community banking through online/mobile ...

previous pagenext page

Showing results 21-40

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 Aug 10, 2026, the average yearly pay for financial sales assistant in Raleigh, NC is $41,487.00, 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.

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 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 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 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 qualifications do you need to be a financial sales assistant?

A financial sales assistant typically needs a high school diploma or equivalent, with some roles preferring or requiring a college degree in finance, business, or related fields. Strong communication, customer service skills, and knowledge of financial products are important, and relevant certifications such as FINRA licenses may be required for certain responsibilities.
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 August 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 88% In-person, 6% Hybrid, and 6% Remote job distribution, with an average salary of $41,487 per year, or $19.9 per hour.

ASSISTANT TEAM LEADER - pOpshelf in HOLLY SPRINGS, NC S30400

pOpshelf

Holly Springs, NC • On-site

$13.75 - $17/hr

Full-time

Medical, Retirement, PTO

Re-posted 24 days ago

pOpshelf rating

5.0

Company rating: 5.0 out of 10

Based on 32 frontline employees who took The Breakroom Quiz

47th of 51 rated home improvement retailers

Job description

Work Where You Matter
At Dollar General, our mission is Serving Others! We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers, Store Support Center or with our Private Fleet Team, we are proud to provide a wide range of career opportunities. We are not just a retail company; we are a company that values the unique strengths and perspectives that each individual brings. Your difference truly makes a difference at Dollar General. How would you like to Serve? Join the Dollar General Journey and see how your career can thrive.
Overview
pOpshelf's seeks to provide Fun Finds for Less through a fun and stress-free shopping destination for everyday and special items. We make it easy for customers to affordably treat themselves with most items priced under $5 and a selection of extreme value items priced above $5. pOpshelf stores offer a trendy and rotating selection of seasonal, houseware, home décor, health, beauty, paper and party products, in addition to assorted candy, snacks, games, electronics and additional items. Learn more at www.popshelf.com.
Responsibilities
GENERAL SUMMARY:
The Assistant Team Leader helps maintain a clean, well-organized store while assisting the Store Team Leader in creating a customer first store culture through exceptional store standards and team engagement. At the direction and delegation of the Store Team Leader, the Assistant Team Leader assists with supervision of store employees, management and presentation of merchandise, completion of paperwork, and preparation of deposits. The Assistant Team Leader also performs stocking and cashiering functions and performs other duties as necessary to maximize profitability and customer satisfaction while protecting company assets and reducing losses.
DUTIES and ESSENTIAL JOB FUNCTIONS:
  • Provides superior customer service to exceed the customer's expectations; greet and assists customers, and operate cash register and scanner to itemize the customer's purchase.
  • Assists the Store Team Leader in creating and supporting a customer first store culture.
  • Model product knowledge and selling techniques to enhance the customer experience. Help facilitate and maintain a safe, clean and well-organized store environment that delights our customers and employees.
  • Facilitates merchandising the store in a manner that is appealing to customers and retains customer excitement to shop at popshelf-.
  • With the assistance of Company merchandising guidelines, rotates product to create eye-catching displays to drive sales.
  • Assist Store Team Leader with educating store team about store products so they can engage customers and provide a differentiated, easy, and fun shopping experience.
  • Maintain daily and weekly cleaning checklists to provide a superior customer shopping experience.
  • Ensure condense and reset standards are maintained consistently each day to provide a clutter free customer shopping experience.
  • Open and close the store a minimum of two days per week.
  • Assist Store Team Leader with scheduling employees, providing adequate training for employees, conducting safety meetings, and ensuring employee compliance with company policies and procedures.
  • Follow company work processes to manage merchandise, including receiving, unpacking, stocking, restocking and rotating merchandise on shelves and building merchandise displays.
  • Assist in maintaining accurate inventory levels by controlling damages, markdowns, scanning, paperwork, and facility controls.
  • Assist in implementation and maintenance of plan-o-zones; ensure merchandise is presented according to established practices and Store Manager direction.
  • Assist in ensuring financial integrity of the store through strict cashier accountability, key control, adherences to company security practices and cash control procedures; authorize and sign for refunds and overrides, count register tills, and deposit money in bank.
  • Assist customers in self-checkout process at multiple register terminals simultaneously.
  • Assist with management of the store in the Store Team Leader's absence.

Qualifications
KNOWLEDGE and SKILLS:
  • Ability to read and interpret documents such as diagrams, safety rules, operating and maintenance instructions, and procedures manuals.
  • Ability to perform mathematical calculations such as addition, subtraction, multiplication, division, and percentages.
  • Knowledge of cash handling procedures including cashier accountability and deposit control.
  • Knowledge of cash, facility and safety control policies and practices (deposits, store keys, etc.)
  • Ability to perform cash register functions and operate other tools to generate reports. (e.g. HHT, self-checkout, store computer, etc.)
  • Ability to develop and maintain organization and to attend to detail.
  • Ability to solve problems and deal with a variety of situations.
  • Ability to interface with store associates, suppliers and customers in a respectful and effective manner.
  • Strong product inventory knowledge and creative merchandising abilities.
  • Ability to drive own vehicle to the bank to deposit money.

WORK EXPERIENCE and/or EDUCATION:
  • High school diploma or equivalent strongly preferred.
  • One year of experience in a specialty retail environment preferred.
  • Six months supervisory or team lead experience preferred.

WORKING CONDITIONS and PHYSICAL REQUIREMENTS:
  • Frequent walking and standing.
  • Frequent bending, stooping and kneeling to run check out station, stock merchandise and unload trucks.
  • Frequent handling of merchandise and equipment such as hand-held scanner, pricing guns, box cutters, merchandise containers, two-wheel dollies, and U-boats (six-wheel carts).
  • Frequent and proper lifting of up to 40 pounds; occasional lifting of up to 55 pounds.
  • Occasional climbing (using ladder).
  • Fast-paced environment; moderate noise level.
  • Exposure to strong scents and fragrances
  • Occasionally exposed to outside weather conditions.
  • Occasionally exposed to wet floor surfaces.
  • Occasionally exposed to household and industrial cleaning solutions.
  • Occasional or regular driving/providing own transportation to make bank deposits and assist in other locations as needed.

pOpshelf is an equal opportunity employer
pOpshelf is pleased to offer a wide range of benefit programs designed to care for the physical, mental and financial well-being of our employees and their families. Available benefit programs include health insurance coverage options, a variety of supplemental programs, 401(k) Savings Plan, paid sick leave (where required by law), vacation, paid maternity and parental leave, and many more. Eligibility and waiting period requirements may apply. See popshelf.com/careers/benefits for additional details.

What pOpshelf employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Popshelf logo

About Popshelf

Sourced by ZipRecruiter

pOpshelf's mission is to make every day special by providing shoppers a stress-free shopping destination for everyday items and those special things that make living better. With most items priced under $5, in addition to a complement of extreme value items priced above $5, we make it easy for consumers to stay within their budget while treating themselves at the same time! pOpshelf offers a fun, on-trend and rotating selection of seasonal, houseware, home d cor, health and beauty products, home cleaning supplies and paper products and party goods in addition to candy & snacks, toys, games and electronics, among other items.

Industry

Retail

Company size

201 - 500 Employees

Headquarters location

Goodlettsville, TN, US

Social media

FacebookInstagram

View All Popshelf Jobs

Apply