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Financial Sales Assistant Jobs (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Assist with paperwork, including contracts, financing applications, and trade-in appraisals.Support post-sale follow-up to ensure customer satisfaction and encourage repeat business.Work closely with ...

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.

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.

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.

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.

Sales Assistant

Horsham, PA · On-site

$18.50 - $24.25/hr

Sales Assistant (Onsite, Horsham, PA) Lincoln Investment is recognized as one of Philadelphia's Top ... Lincoln has about 1,000 financial professionals nationwide and we serve over 310,000 clients ...

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.

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 ...

Sales Assistant

Novi, MI · On-site

$15 - $16/hr

Assist with paperwork, including contracts, financing applications, and trade-in appraisals.Support post-sale follow-up to ensure customer satisfaction and encourage repeat business.Work closely with ...

Showing results 21-40

Financial Sales Assistant information

See salary details

$11K

$42.7K

$63K

How much do financial sales assistant jobs pay per year?

As of Aug 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.

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 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 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 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 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.
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:

Infographic showing various Financial Sales Assistant job openings in the United States 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 $42,678 per year, or $20.5 per hour.

Sales & Finance Assistant - Lexus of Vancouver

Holman Auto Group

Vancouver, WA

$23 - $28.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday


Job description

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What's Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Lexus of Vancouver is currently looking for a Sales & Finance Assistant to join their team!

What will you do?

The Sales & Finance Assistant provides administrative and operational support to the Sales and Finance functions within the dealership. The role is responsible for inventory coordination, documentation accuracy, preparation and maintenance of sales and finance paperwork, and funding contracts. This position requires comfort in fast paced environment, strong attention to detail, organization, and the ability to support compliance and audit-ready documentation, without engaging in direct customer finance activities.

Other responsibilities include:

  • Prepare, print, upload, and distribute documents requiring customer signature, including electronic signature packages.

  • Review finance-related documents for completeness, accuracy, and required signatures.

  • Scan, index, and file sales and finance documents per record-retention requirements.

  • Submit completed deals to lenders in a timely manner to support prompt funding.

  • Monitor funding status and partner with sales and the business office to proactively address lender stipulations, documentation discrepancies, or funding delays.

  • Communicate directly with lender partners to resolve conditions, questions, or re-contracting requirements.

  • Maintain organized, audit-ready deal files.

  • Provide administrative support to Sales Managers and teams.

Qualification:

  • High School Diploma or equivalent

  • Experience in a dealership or retail environment preferred

  • Experience with CDK not required but preferred

  • Proficient in desktop tools including MS Office programs (e.g., Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint)

  • Familiarity with, or ability to quickly learn, sales processes, vehicle inventory systems, and related workflow tools

  • Experience reviewing and improving processes, methods, and tools to increase efficiency, accuracy, and data integrity

  • Understanding of basic accounting principles and bookkeeping software may be required

Compensation: $23-$28.50/hour (depending on experience)

Schedule: Must have the ability to work flexible/retail hours

#LI-SS3

INDRS

At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That's why we are listening, open to learning new things - about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It's The Holman Way.

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • Life and Disability Insurance
  • Flexible Spending and Health Savings Accounts
  • Employee Assistance Program
  • 401(k) plan with Company Match
  • Paid Time Off (PTO)
  • Paid Holidays, Bereavement, and Jury Duty
  • Paid Pregnancy/Parental leave
  • Paid Military Leave
  • Tuition Reimbursement

Benefits:

Regular Full-Time

We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.

Temporary or Part-Time

In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Pay:

We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $21.57 - $28.58 USD per hour.

Artificial Intelligence Statement

We recognize that applicants for positions at any organization may view AI tools for tasks such as drafting a resume or cover letter, provided the information is accurate and truthful. However, applicants should not use AI tools to:

  • Answer interview questions on their behalf, or use AI tools in any way during the interview or other qualification process(es).

  • Misrepresent or embellish qualifications, skills, or experience

  • Create false or misleading representations of identity (e.g., deepfakes or altered images/videos)

Your application, whether an AI tool is used or not, should reflect your authentic abilities and experiences. Any use of AI that compromises honesty or integrity may result in disqualification from the process.

Equal Opportunity Employment and Accommodations:

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are a person with a disability needing assistance with the application process, please contact HR@Holman.com

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.