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Financial Sales Assistant Jobs (NOW HIRING)

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.

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.

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 ...

Premium Merchant Funding

Financial Sales Intern

Miami, FL · On-site

$2.0K - $7.0K/wk

Your responsibilities will include: • Lead Generation: Assist with prospecting, outreach, and ... sales! Industry : Financial Services Employment Type : Full-Time Internship (June 8th - July 31st ...

Premium Merchant Funding

Financial Sales Intern

Miami, FL · On-site

$2.0K - $7.0K/wk

Your responsibilities will include: ● Lead Generation: Assist with prospecting, outreach, and ... sales! Industry : Financial Services Employment Type : Full-Time Internship (June 8th - July 31st ...

Penske Automotive Group

Sales Assistant

Fayetteville, AR · On-site

$18 - $23.50/hr

Imagine working in a professionally and financially satisfying job where you have the opportunity to make a positive impact on our organization and customers every day. The Sales Assistant assists ...

Penske Automotive Group

Sales Assistant

Phoenix, AZ · On-site

$18.75 - $24.50/hr

Imagine working in a professionally and financially satisfying job where you have the opportunity to make a positive impact on our organization and customers every day. The Sales Assistant assists ...

coty

Sales Finance Co-Pilot Apprentice - French Market (12-month Apprenticeship) COTY FRANCE - Paris ... - Assist commercial teams during annual negotiations by preparing customer analyses, financial ...

Benetrends Financial

Sales Assistant

$19.25 - $25/hr

The Sales Assistant provides essential administrative and clerical support to the sales team to ensure efficient workflows and timely follow-up with both current and prospective customers. This role ...

Mbk

Sales Assistant

Clearfield, UT · On-site

$22 - $24/hr

Sales Assistant At MBK Senior Living, we're committed to putting people first - our residents and ... Financial and legal services -Team Member discounts -Health and Wellness resources Full-time ...

MBK Senior Living

Sales Assistant

Clearfield, UT · On-site

$22 - $24/hr

Sales Assistant At MBK Senior Living, we're committed to putting people first - our residents and ... Financial and legal services -Team Member discounts -Health and Wellness resources Full-time ...

United National Consumer Suppliers

Be Seen First

Sales Assistant

Fort Lauderdale, FL · On-site

$50K - $60K/yr

Purpose of the Position The Sales Assistant plays a critical role in supporting UNCS's sales ... Purchasing, Finance, Logistics, Marketing, and Executive Leadership Major Duties & Responsibilities

Urgent

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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 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 Intern

Financial Sales Intern

Premium Merchant Funding

Miami, FL

$2.0K - $7.0K/wk

Other

Posted 3 days ago

Job description

Premium Merchant Funding (PMF) is a Wall Street-based fintech company that is revolutionizing the way

small businesses access financial services. Our goal is simple: to provide businesses with the financial tools

they need to thrive. We're now looking for ambitious, hard-working interns to join us for a full-time, high-

energy summer internship in our Miami office.

Why Join PMF?

This internship offers you the unique opportunity to work in an exciting, fast-paced environment with a Wall

Street mentality, all while being part of a growing team in Miami.

You'll gain hands-on experience in fintech, 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, fintech, 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.

Location, Location, Location: Experience life in Wynwood, Miami - a buzzy, vibrant, booming

neighborhood in Miami, FL: a great place to thrive and kickstart your career.

What You'll Do:

As a Full-Time 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.

Our Commitment to Diversity:

At PMF, we celebrate diversity and are committed to fostering an inclusive environment where everyone can

thrive. We welcome applicants from all backgrounds, regardless of gender, race, religion, or orientation. If you

have the drive and ambition to excel, you'll be a great fit with our dynamic and innovative team.

Ready to Jumpstart Your Career?

Don't miss this exciting opportunity to be part of a Wall Street-based company with massive growth potential,

top-tier training, and an energetic work environment in Miami. Apply now and take the first step

towards an exciting future in fintech and sales!

Industry: Financial Services

Employment Type: Full-Time Internship (June 8th - July 31st)

Compensation: $2,000 - $7,000 On Target Earnings

Apply