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Institutional Sales Associate Jobs in Spring Hill, FL

Greenheckgroup

Sales Coordinator

Tampa, FL

$22.04 - $27.22/hr

Our products are found in commercial, institutional, and industrial facilities worldwide, from ... High school diploma or GED required. * 2 Year / Associate Degree preferred. SOME THINGS WE THINK ...

Greenheckgroup

Sales Coordinator

Clearwater, FL · On-site

$22.04 - $27.22/hr

Our products are found in commercial, institutional, and industrial facilities worldwide, from ... High school diploma or GED required. * 2 Year / Associate Degree preferred. SOME THINGS WE THINK ...

Greenheckgroup

Sales Coordinator

Clearwater, FL

$22.04 - $27.22/hr

Our products are found in commercial, institutional, and industrial facilities worldwide, from ... High school diploma or GED required. * 2 Year / Associate Degree preferred. SOME THINGS WE THINK ...

Greenheck Group

Sales Coordinator

Tampa, FL · On-site

$22.04 - $27.22/hr

Our products are found in commercial, institutional, and industrial facilities worldwide, from ... High school diploma or GED required. * 2 Year / Associate Degree preferred. SOME THINGS WE THINK ...

Workstream

Executive Chef

Tarpon Springs, FL · On-site

$75 - $120/hr

... institutional knowledge of the kitchen. About Us: Hellas Bakery & Pita is a family-owned ... Associate degree in Food and Beverage preferred * Calm, organized, and confident under pressure.

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All JobsInstitutional Sales Associate JobsInstitutional Sales Associate Jobs in Spring Hill, FL

Institutional Sales Associate information

See Spring Hill, FL salary details

$7

$14

$27

How much do institutional sales associate jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for institutional sales associate in Spring Hill, FL is $14.91, according to ZipRecruiter salary data. Most workers in this role earn between $11.44 and $15.48 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 cities near Spring Hill, FL are hiring for Institutional Sales Associate jobs?

Cities near Spring Hill, FL with the most Institutional Sales Associate job openings:

Institutional Sales Associate jobs near you
Infographic showing various Institutional Sales Associate job openings in Spring Hill, FL as of August 2026, with employment types broken down into 75% Full Time, 24% Part Time, and 1% Contract. Highlights an 73% Physical, 1% Hybrid, and 26% Remote job distribution, with an average salary of $31,022 per year, or $14.9 per hour.

Client Service Associate (Tampa, FL)

Oppenheimer

Tampa, FL

Full-time

Re-posted 15 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

The firm is seeking a Client Service Associate to join our Private Client Division in our Tampa, FL branch office. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

  • Provide administrative support, which includes but not limited to the creation, maintenance and editing of documents, spreadsheets, files, and presentations
  • Calendar management and coordination of meetings, including all logistics
  • Database management
  • Client interaction and service
  • Perform special projects as assigned

Skills/Requirements

  • Bachelors degree required
  • 1-2 years financial services/fixed Income experience required
  • Possess a high degree of proficiency with MS Office products including Word, Excel, Outlook and PowerPoint
  • Able to interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
  • Willing to obtain FINRA Registrations: SIE, Series 7/63 or 66 (Will be sponsored)

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