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Financial Sales Assistant Jobs (NOW HIRING)

Premium Merchant Funding

Financial Sales Intern

Brooklyn, NY · On-site

$16.50 - $22/hr

Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Premium Merchant Funding

Financial Sales Intern

Manhattan, NY · On-site

$16.50 - $22.25/hr

Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Premium Merchant Funding

Financial Sales Intern

Hoboken, NJ · On-site

$16.50 - $22.25/hr

Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Premium Merchant Funding

Financial Sales Intern

Hoboken, NJ · On-site

$16.50 - $22.25/hr

Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Premium Merchant Funding

Financial Sales Intern

Brooklyn, NY · On-site

$16.50 - $22/hr

Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Premium Merchant Funding

Financial Sales Intern

Southfield, MI · On-site

$13.75 - $18.50/hr

Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would ... Financial Sales . Here's what we expect from our ideal intern: * A strong desire to learn , grow ...

Oakwood Village

Sales Assistant

Madison, WI

$19 - $24.75/hr

The Sales Assistant conducts initial discovery conversations, documents insights in our CRM system ... Assists in obtaining all pertinent information for financial and medical qualifications ...

Oakwood Village

Sales Assistant

Madison, WI · On-site

$19 - $24.75/hr

The Sales Assistant conducts initial discovery conversations, documents insights in our CRM system ... Assists in obtaining all pertinent information for financial and medical qualifications ...

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Financial Sales Assistant information

See salary details

$11K

$42.7K

$63K

How much do financial sales assistant jobs pay per year?

As of Jun 16, 2026, the average yearly pay for financial sales assistant in the United States is $42,678.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,000.00 and $51,000.00 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 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.

How much is the salary of a finance assistant?

The salary of a financial sales assistant typically ranges from $35,000 to $55,000 per year, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn more. Additional certifications or skills in financial software can also influence compensation.

Is 40 too old to get into finance?

The Financial Sales Assistant role, like many finance positions, values skills and experience over age. Many professionals successfully enter finance later in their careers by gaining relevant certifications such as the Series 7 or Series 63 and developing strong sales and communication skills. Age should not be a barrier if you demonstrate competence and a willingness to learn.

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 skills to ensure accuracy and compliance in financial tasks.

Is financial sales a good career?

Financial sales is a viable career that involves selling financial products such as investments, insurance, or banking services. Success often depends on strong communication skills, industry knowledge, and the ability to build client relationships, with many roles offering commission-based compensation and opportunities for advancement.
More about Financial Sales Assistant jobs
What cities are hiring for Financial Sales Assistant jobs? Cities with the most Financial Sales Assistant job openings:
What are the most commonly searched types of Financial Sales jobs? The most popular types of Financial Sales jobs are:
What states have the most Financial Sales Assistant jobs? States with the most job openings for Financial Sales Assistant jobs include:
What job categories do people searching Financial Sales Assistant jobs look for? The top searched job categories for Financial Sales Assistant jobs are:
Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in the United States as of June 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $42,678 per year, or $20.5 per hour.
Financial Sales Intern

Financial Sales Intern

Premium Merchant Funding

Brooklyn, NY • On-site

$16.50 - $22/hr

Full-time, Internship

Posted 12 days ago

Be an early applicant

Job description

About Us:


We’re not your typical finance company. We’re a fast-growing, energetic team, committed to helping small and medium-sized businesses succeed. Premium Merchant Funding is a national leader in alternative business lending, specializing in support for high-risk businesses that traditional banks often overlook.

Why Join PMF?


Our Summer 2026 Financial Sales Internship offers you the unique opportunity to work in an exciting, fast-paced environment in Brooklyn, NY.

You’ll gain hands-on experience in business development, develop critical skills, and receive top-tier training—all while contributing to the success of small businesses across the country. Plus, for high-performing interns, there’s the real opportunity to secure a full-time position at the end of the internship. Here’s why you should join us:

  • Massive Growth Potential: This is not just an internship; it's a career-launching opportunity with the chance to turn your internship into a full-time role if you meet performance targets.
  • Comprehensive Training: Receive world-class training in sales and small business lending, with mentorship from seasoned professionals who are invested in your success.
  • Collaborative & High-Energy Environment: Work alongside a dynamic, motivated team in a fast-paced, growth-oriented office. Every day is a chance to learn, grow, and contribute.

What You’ll Do:


As a Financial Sales Intern, you’ll be an integral part of our sales team, gaining hands-on experience in fintech and small business lending. Your responsibilities will include:

  • Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would benefit from our financial products.
  • Client Support: Help manage client relationships and provide support in onboarding and follow-up, ensuring seamless transactions.
  • Sales Assistance: Work closely with our sales team to develop your understanding of needs-based selling and refine your communication skills.
  • Team Collaboration: Engage in daily team meetings, brainstorming sessions, and collaborative projects, contributing ideas and learning from experienced professionals.

What We’re Looking For:


We are looking for hard-working, ambitious students who are eager to jumpstart their careers in the fast-paced world of Financial Sales. Here’s what we expect from our ideal intern:

  • A strong desire to learn, grow, and excel in a sales environment.
  • Excellent communication skills (both written and verbal)—you’re personable, professional, and know how to connect with people.
  • Tech-savvy, with proficiency in Google Sheets, Microsoft Office, and PDF editors.
  • Strong organizational skills—ability to manage multiple tasks and meet deadlines in a fast-paced setting.
  • Academic focus in Economics, Business Management, Marketing, Psychology, or Communications.
  • A genuine interest in small business and a curiosity for needs-based sales.
  • A proactive, positive attitude with a willingness to collaborate and contribute to the team.

What You’ll Gain:

  • Hands-on Experience: Real-world exposure to sales and small business lending in a fast-paced, growing company.
  • Comprehensive Training & Mentorship: Learn from the best in the industry, with personalized guidance and support.
  • High-Energy Office Atmosphere: Work in a collaborative, driven environment, where every day is an opportunity to grow.
  • Real Career Growth: The top interns will be considered for full-time positions after the internship ends based on performance.
  • Networking Opportunities: Connect with industry leaders, make valuable professional connections, and learn about the finance world from experienced mentors.

Compensation: commission

Duration: June 1st - August 14th 2026