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Institutional Sales Assistant Jobs in Virginia (NOW HIRING)

FBR & Co.

Administrative Assistant

Arlington, VA

$20.50 - $27.75/hr

Administrative Assistant Company Overview - B. Riley FBR B. Riley FBR, Inc. is a leading investment ... sales and trading to corporate, institutional and high net worth individual clients. Investment ...

Guitar Center

Retail Store Manager

Yorktown, VA · On-site

$19 - $21/hr

Responsible for executing operational tasks related to institutional sales and rental services on a daily basis for all accounts assigned. * Promote the Music & Arts lesson program and assist ...

Greystar

US Asst Community Mgr - Conventional

Richmond, VA

$18.75 - $22.75/hr

... in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar ... sales, marketing, and customer service background sufficient to assist in managing the day-to-day ...

Greystar Real Estate Partners

$20.25 - $24.50/hr

... in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar ... sales revenues, and coordinate the work of a team. Understanding of lease terms and lease ...

Greystar Real Estate Partners

$18.25 - $22.25/hr

... in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar ... sales, marketing, and customer service background sufficient to assist in managing the day-to-day ...

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All JobsInstitutional Sales JobsInstitutional Sales Assistant JobsInstitutional Sales Assistant Jobs in Virginia

Institutional Sales Assistant information

See Virginia salary details

$19.9K

$58.3K

$121.6K

How much do institutional sales assistant jobs pay per year?

As of Aug 16, 2026, the average yearly pay for institutional sales assistant in Virginia is $58,348.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,011.00 and $73,426.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to thrive as an institutional sales assistant?

To thrive as an Institutional Sales Assistant, you typically need a background in finance or business, strong analytical skills, and experience with data management. Familiarity with CRM systems, Bloomberg Terminal, and Microsoft Excel is common, and some roles may require FINRA certifications such as the Series 7 or 63. Excellent organizational abilities, attention to detail, and clear communication skills help you support sales teams and build client relationships. These competencies are essential for efficiently managing client accounts, streamlining sales processes, and ensuring the accuracy and professionalism required in institutional finance.

What does an institutional sales assistant do?

An Institutional Sales Assistant plays a key role in supporting the sales team by handling client inquiries, preparing sales presentations, and managing account documentation. Daily tasks often include coordinating meetings, updating client records, processing trade orders, and ensuring compliance with internal and regulatory policies. The role requires strong organizational skills and frequent collaboration with portfolio managers, traders, and compliance teams to deliver timely and accurate service to institutional clients. This environment provides valuable exposure to both sales and investment operations, offering a solid foundation for career progression within institutional finance.

What is the difference between Institutional Sales Assistant vs Financial Advisor?

AspectInstitutional Sales AssistantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like FINRA Series 7 or 63 may be preferredRequires a bachelor's degree; certifications such as Series 7, 66, or CFP are common
Work EnvironmentSupports sales teams in financial institutions; works in office settingsWorks directly with individual clients; may work in offices or remotely
Employer & IndustryFinancial firms, asset managers, banksFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding roles supporting institutional sales teamsAdvising clients on investments and financial planning

The main difference is that an Institutional Sales Assistant supports sales teams focused on institutional clients, while a Financial Advisor works directly with individual clients to provide financial planning and investment advice. Both roles require similar certifications and work in the financial industry, but their target clients and daily responsibilities differ.

What is an institutional sales assistant?

Institutional Sales Assistants are professionals who support institutional sales teams in financial services firms, such as investment banks or asset management companies. Their responsibilities often include preparing sales materials, maintaining client databases, assisting with client communications, and coordinating meetings or presentations for large institutional clients like pension funds or mutual funds. They play a crucial role in ensuring that the sales process runs smoothly and that clients receive timely and accurate information. This role typically requires strong organizational skills, attention to detail, and a good understanding of financial products and markets.

What are the most commonly searched types of Institutional Sales jobs in Virginia?

The most popular types of Institutional Sales jobs in Virginia are:

What are popular job titles related to Institutional Sales Assistant jobs in Virginia?

For Institutional Sales Assistant jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Institutional Sales Assistant jobs in Virginia look for?

The top searched job categories for Institutional Sales Assistant jobs in Virginia are:

What cities in Virginia are hiring for Institutional Sales Assistant jobs?

Cities in Virginia with the most Institutional Sales Assistant job openings:

Institutional Sales Assistant jobs near you
Infographic showing various Institutional Sales Assistant job openings in Virginia as of August 2026, with employment types broken down into 80% Full Time, 19% Part Time, and 1% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $58,348 per year, or $28.1 per hour.

Registered Client Service Associate (Virginia Beach, VA)

Oppenheimer & Co. Inc.

Virginia Beach, VA

Full-time

Re-posted 17 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Virginia Beach branch office. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

  • FINRA Registrations: Series 7 and 63/65 (or 66) required (within first six months of hire)
  • 3+ years’ experience working as a sales assistant/CSA in a corporate/brokerage environment
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision