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Financial Sales Assistant Jobs (NOW HIRING)

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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 ...

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 ...

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 ...

Infinity9 Investment Group

Sales Assistant

Miami, FL · On-site

$18 - $23.50/hr

Role Description The Sales Assistant internship role is an on-site position based in Miami, FL. The ... Academic background or coursework in business, finance, economics, or a related field is a plus.

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.

Cadillac of Novi

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 ...

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 ...

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

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 ...

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.

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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 Sep 6, 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.
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:

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Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $42,678 per year, or $20.5 per hour.

Financial Advisor Sales Assistant

Johnson Financial Group

Kenosha, WI • On-site

Full-time

Re-posted 18 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts.
Key Responsibilities:
  • Understanding of and ability to articulate full scope of JFG products and services.
  • Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor.
  • Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems.
  • Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through.
  • Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently.
  • Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting.
  • Support Advisor in marketing of his/her business including but not limited to; materials, events and communications.
  • Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems.
  • Manage and enter data through use of Financial Planning operating systems.
  • Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer.

Job Requirements:
  • HS diploma required, Bachelor's degree preferred and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree.
  • Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire.
  • Life and health licenses desired.
  • Strong internal and external communication skills, established ability to develop relationships with key business partners.
  • Expert customer service and time management skills required.
  • Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook.

Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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