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Financial Sales Assistant Jobs (NOW HIRING)

Centris

Financial Sales Manager

Bellevue, NE · On-site

Financial Sales Manager I Location: Capehart (Bellevue) Hours: 40 hours per week and as needed ... The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be ...

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 ...

Omega Enterprises Inc

Sales Assistant

Temple, TX · On-site

$15.25 - $19.75/hr

Description: Omega Builders is GROWING , and we're looking for a dependable Sales Assistant to ... Demonstrates basic knowledge of financing and closing procedures * Assists in maintaining the ...

HumanGood

Sales Assistant

Redlands, CA · On-site

$21 - $23.50/hr

The Sales Assistant provides administrative, reporting, coordination, and operational support for ... Maintains confidentiality of resident, prospect, depositor, team member, financial, sales, and ...

Feldman Chevrolet of Novi

Sales Assistant

Novi, MI

$17.75 - $23/hr

Greet and assist customers in a friendly and professional manner ... Answer customer questions about vehicles, financing, and the sales process. * Help customers find ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Apply Early

Feldman Chevrolet of Novi

Sales Assistant

Novi, MI · On-site

$17.75 - $23/hr

Greet and assist customers in a friendly and professional manner ... Answer customer questions about vehicles, financing, and the sales process. * Help customers find ...

Apply Early

Lincoln Investment

Virtual Sales Assistant

Fort Washington, PA · On-site +1

$20.50 - $27.50/hr

Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients ... Sales Assistant will provide service to existing clients on non-solicited business; process new ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

lincoln

Virtual Sales Assistant

Fort Washington, PA

$20.50 - $27.50/hr

Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients ... Sales Assistant will provide service to existing clients on non-solicited business; process new ...

Eide Chrysler Dodge Jeep Ram

Sales Assistant

Bismarck, ND

$18.75 - $24.50/hr

Sales Assistant Bismarck, ND Eide Chrysler is looking for a Sales Assistant to join our growing ... Very fair "training wage" so you can focus on learning a new profession without financial stress.

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Cadillac of Novi

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Fox Motors has a Sales Assistant opening in Novi, MI at Cadillac of Novi. You would contribute to ... financing applications, and trade-in appraisals. * Support post-sale follow-up to ensure customer ...

Feldman Chevrolet of Novi

Sales Assistant

Novi, MI · On-site

$17.75 - $23/hr

Greet and assist customers in a friendly and professional manner ... Answer customer questions about vehicles, financing, and the sales process. * Help customers find ...

Eide Chrysler Dodge Jeep Ram

Sales Assistant

Bismarck, ND · On-site

$18.75 - $24.50/hr

Sales Assistant Bismarck, ND Eide Chrysler is looking for a Sales Assistant to join our growing ... Very fair "training wage" so you can focus on learning a new profession without financial stress.

HumanGood

Sales Assistant

Redlands, CA

$21 - $23.50/hr

The Sales Assistant provides administrative, reporting, coordination, and operational support for ... Maintains confidentiality of resident, prospect, depositor, team member, financial, sales, and ...

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Financial Sales Assistant information

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$11K

$42.7K

$63K

How much do financial sales assistant jobs pay per year?

As of Jul 7, 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 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.
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 July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $42,678 per year, or $20.5 per hour.

Financial Sales Manager

Centris

Bellevue, NE • On-site

Full-time

Posted 6 days ago

Job description

Position: Financial Sales Manager I
Location: Capehart (Bellevue)
Hours: 40 hours per week and as needed, some Saturday's required.
General Summary:
The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be a trusted life-long financial partner. Promote the development and growth of Centris through effective management of branch staff.
Essential Responsibilities:
  • Provide leadership to the organization and staff by promoting and modeling the Centris Vision, Mission, Values and Team Principles.
    • Contribute to public relations and community involvement initiatives.
  • Provide unparalleled service to both internal and external members in accordance with the Centris Service promises.
    • Create and/or develop long lasting relationships with internal and external members, vendors, community leaders or partners, and other business contacts.
    • Serve the financial needs of members by identifying needs, recommending products or services, and performing transactions and/or functional duties efficiently and accurately.
    • Analyze, evaluate and underwrite loan applications and perform within established lending limits (North Platte and Grand Island branches only).
  • Direct, oversee and manage the activities of the Credit Union branch to support vision, mission and organizational goals, and ensure results.
    • Define business unit goals, operating plan, and annual budget.
    • Manage staff, operations, resources, procedures, and sales initiatives to ensure effective execution of plans.
    • Develop and execute branch marketing plan.

Key Performance Result Areas and Accountabilities:
  • Product, Industry, Regulatory and Professional Knowledge
  • Revenue and Expense Management
  • Corporate Performance and Profitability

  • Leadership Evaluation
  • Employee Engagement
  • Operations Management
  • Timeliness and Quality of Performance Reviews
  • Branch internal audit
  • Branch growth
  • Branch Sales performance/production
  • Business development activity
  • Community involvement

Job Requirements:
  • Technical Skills and Experience Requirement

    • Must have a Bachelor's degree in Finance, Business Management or related field or additional related work experience.
    • Must have three years progressive experience in a financial institution with two years lending experience.
    • Must have two years leadership or supervisory experience

  • People Skills Requirement

    • Must have the ability to work effectively independently and in a team environment.
    • Must be able to effectively communicate with members, staff, vendors, credit union volunteers, financial institutions, federal or state regulators, legal counsel, federal examiners, auditors, community leaders or partners, and other business contacts.
    • Must be able to effectively lead and manage others.
    • Must be able to effectively present information and concepts to a small or moderate sized group.

  • Physical Skills Requirement

    • Must be able to effectively access and interpret computer screens, documents, and reports.
    • Must be able to operate general office equipment.
    • Must be able to lift and carry up to 50 pounds.

  • Must be able to stand for more than two hours without sitting.

Other Requirements
    • Must report to work regularly and on time.
    • Must be able to work the hours necessary to fulfill the responsibilities of the position.

  • Must be knowledgeable in BSA and compliance requirements enforced on the credit union by state and federal law as applicable.

    • Must present a professional image.
    • Must be bondable.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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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