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Institutional Sales Associate Jobs in California

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Institutional Sales Associate information

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$8

$17

$32

How much do institutional sales associate jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for institutional sales associate in California is $17.35, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $18.03 per hour, depending on experience, location, and employer.

What is an institutional sales associate?

An Institutional Sales Associate is a finance professional who works with large clients such as corporations, pension funds, and asset managers to sell financial products and services. Their main responsibilities include building relationships with institutional clients, understanding their investment needs, and offering appropriate financial solutions. They often collaborate with research and trading teams to provide market insights and execute client transactions. This role requires strong communication skills, financial knowledge, and the ability to manage high-value client accounts.

What are the key skills and qualifications needed to thrive as an institutional sales associate?

To thrive as an Institutional Sales Associate, you need strong financial acumen, analytical skills, and a bachelor’s degree in finance, business, or a related field. Familiarity with CRM platforms, financial modeling tools, and Bloomberg Terminal is typically required, along with relevant certifications such as FINRA Series 7 or 63. Exceptional communication, relationship-building, and negotiation skills set top performers apart in engaging with institutional clients. These abilities are crucial for driving sales growth, managing large accounts, and building long-term client trust in a competitive financial services environment.

How does an institutional sales associate typically collaborate with portfolio managers and research analysts in their daily work?

Institutional Sales Associates work closely with portfolio managers and research analysts to understand market trends, investment strategies, and client needs. They often facilitate communication between clients and internal teams by relaying client feedback, coordinating meetings, and providing timely updates on new products or research insights. This collaboration ensures that client portfolios are aligned with current market opportunities and that the sales team can proactively address client inquiries or concerns, ultimately strengthening client relationships and supporting business growth.

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

AspectInstitutional Sales AssociateFinancial Advisor
CredentialsBachelor's degree, possibly licenses like Series 7/63Bachelor's degree, certifications like CFP, Series 7/66 often required
Work EnvironmentFinancial firms, investment banks, asset management companiesIndividual clients, wealth management firms, banks
Employer & IndustryFinancial institutions, investment firmsFinancial planning, wealth management
Search & Comparison IntentYesYes

Institutional Sales Associates primarily focus on selling investment products to institutional clients like pension funds and mutual funds, working within financial firms. Financial Advisors, on the other hand, serve individual clients, providing personalized financial planning and investment advice. While both roles require financial licenses and industry knowledge, their target clients and work environments differ significantly.

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

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

What cities in California are hiring for Institutional Sales Associate jobs?

Cities in California with the most Institutional Sales Associate job openings:

Institutional Sales Associate jobs near you
Infographic showing various Institutional Sales Associate job openings in California as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution, with an average salary of $36,087 per year, or $17.3 per hour.

GBM - Public, Sales, Associate - San Francisco

Goldman Sachs

San Francisco, CA • On-site

$16.50 - $22.50/hr

Full-time

Re-posted 6 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description

The Institutional Equity Sales desk specializes in the sale of equity securities both in the US and internationally. The desk's institutional account base consists of hedge funds, mutual funds, and pension funds based primarily in the US. Salespeople are responsible for managing client relationships, providing access to firm content and resources, as well as producing investable ideas with the goal of helping clients grow their business and generate excess returns. 

  • Support senior sales staff with daily client inquiries and provide market color 
  • Liaise with research analysts, traders and other internal constituents to deliver the best of GS to the client base 
  • Synthesize and distribute daily research content 
  • Participate in the development investment ideas 
  • Market upcoming events 
  • Conferences, analyst marketing, corporate roadshows 
  • Develop relationships with customer accounts

Qualifications:

  • Understanding of cash and derivative products
  • Highly motivated and entrepreneurial 
  • Ability to excel in face-paced, transaction-oriented environment 
  • Interest in global financial markets & derivative instruments 
  • Excellent communication and interpersonal/client coverage skills 
  • FINRA Series 7, 63

What Goldman Sachs employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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