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

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 ...

Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team ... * Assist in business development initiatives such as drafting industry insights, sales materials ...

Associate Financial Advisor

Raleigh, NC · On-site

$60K - $120K/yr

Participate in client meetings to assist with administrative follow-ups, case implementation, and ... sales. * High coachability, strong active-listening skills, and a collaborative mindset.

... Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as ... or equivalent financial sales experience. 2. Two or more years of experience in residential ...

... Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as ... or equivalent financial sales experience. 2. Two or more years of experience in residential ...

Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as ... or equivalent financial sales experience. 2. Two or more years of experience in residential ...

Envestnet is transforming the way financial advice is delivered through its connected technology ... cases. * Assist technical discovery sessions to gather and document client requirements and ...

Asst. Manager

Raleigh, NC · 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 ...

Asst. Manager

Raleigh, NC · 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 ...

Asst. Manager

Raleigh, NC · 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 ...

Asst. Manager

Raleigh, NC · 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 ...

Showing results 41-60

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 $41,484.00, 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.

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:
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.

Financial Accountant - Concord Hospitality Enterprises

Concord Hospitality

Raleigh, NC • On-site

$54K - $67K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 16 days ago


Concord Hospitality rating

7.2

Company rating: 7.2 out of 10

Based on 35 frontline employees who took The Breakroom Quiz

20th of 108 rated hotels


Job description

The Financial Accountant plays a vital role in maintaining accurate and timely financial records for an assigned portfolio of properties. Reporting directly to the Senior Financial Accountant, the primary responsibilities involve daily bookkeeping functions, including the posting of journal entries, managing accruals, and performing reconciliations to ensure the integrity of each hotels balance sheets are maintained. This role is responsible for ensuring that all entries are properly supported, reconciliations are accurately maintained, and documentation is organized for audit purposes. Responsibilities also include financial analysis or direct communication with property owners, but the main focus is on the operational accounting processes and procedures of the hotels. Prior hotel financial experience is preferred!
Hybrid or remote work potential
Responsibilities:
In this role, you will take ownership of the day-to-day accounting for a portfolio of properties, ensuring the accuracy and integrity of the general ledger through timely journal entries and well-documented support. You will manage monthly accruals across key expense categories-including taxes, insurance, payroll, utilities, and fees-while maintaining organized, audit-ready documentation in line with corporate standards.
You'll play a key role in maintaining financial accuracy by completing regular bank and balance sheet reconciliations, resolving discrepancies promptly, and ensuring all accounts are supported each month. This includes managing weekly cash positions, posting daily cash activity, and keeping financial records aligned and up to date.
Beyond transactional work, you'll gain exposure to financial analysis by reviewing P&L statements, supporting variance analysis, and identifying trends or discrepancies. You'll provide initial insights and collaborate with senior accounting leadership to strengthen your analytical skills and contribute to financial decision-making.
This position also offers valuable exposure to hotel operations and strategy. You'll participate in financial review meetings, support audit preparation (including internal, SOC, and third-party audits), and assist with due diligence efforts related to property transitions such as acquisitions, sales, or refinancing.
You'll regularly review hotel ledger activity-including guest ledger, AR aging, and advance deposits-to identify and escalate issues in accordance with company policy. At the same time, you'll build strong working relationships by collaborating with operations leaders and participating in owner calls to understand expectations and communicate financial performance.
Finally, you'll have the opportunity to make an impact by identifying process improvements, supporting implementation efforts with leadership, and helping train team members on best practices that promote compliance, efficiency, and financial integrity.
Benefits of Working for Concord Hospitality:
We offer competitive wages. Full-time associates are eligible to participate in a comprehensive benefit package, which includes medical/dental/vision plans, life insurance, ST/LT disability options, 401K options, tuition assistance, discounted room rates at Concord managed hotels, plus training & development and career advancement opportunities.
Why Concord?
Concord Hospitality invests in its associates by providing training and development at all levels, from interns to executive leaders. Our "Associate First" culture supports and inspires personal development both within the workplace and beyond. Our associates are what our company is built on, and we are proud to recognize them for their hard work, dedication, and commitment to excellence. We value work life balance, diversity, and our commitment to provide the best customer service and quality accommodations in every market we exist. Concord is built on 5 cornerstones: Quality, Integrity, Community, Profitability and FUN! Our associates say it best with our national company cheer heard throughout North America ---
"We Are Concord! "We support diversity and inclusion through our mission to be a "Great Place to Work for All."
Pay range: $54,235.30 - $67,794.13
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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