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Internal Associate Jobs in Austin, TX (NOW HIRING)

This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams. As an ideal candidate, you have experience in a new business ...

New

About the Role: We're looking for an Internal Regional Wholesaler responsible for driving annuity ... Works closely with sales associates, operations, and leadership to ensure responsive service and a ...

... aligning Internal Audit engagements at the intersection of risk, opportunities, strategic ... associates, and specialists. You will drive audit quality through expert judgment and decision ...

You will act as a key partner to internal stakeholders and external state agency clients, helping to maintain financial accuracy and operational efficiency. Day-to-Day, You May Also Be Expected To:

... an associate to join their M&A and Private Equity Practice Group. Ideal candidates must have 6-8 ... effectively manage internal and external client relationships. Large regional, national or ...

Mailroom Associate

Austin, TX ยท On-site

$15.75 - $18.75/hr

Camelot is looking for a Mailroom Associate. The Business Services team for our client is dedicated ... Coordinate with internal departments for pickup/delivery of conference, marketing materials ...

Associate Attorney

Round Rock, TX ยท On-site

$95K - $110K/yr

Zwicker & Associates P.C. is a national creditor rights law firm that emphasizes ethics, compliance ... Utilize internal proprietary software to properly update and document the status of each account in ...

Associate Attorney

Round Rock, TX ยท On-site

$95K - $110K/yr

Zwicker & Associates P.C. is a national creditor rights law firm that emphasizes ethics, compliance ... Utilize internal proprietary software to properly update and document the status of each account in ...

Stock Associate

Austin, TX

$14.75 - $18.75/hr

Exemplify the highest level of customer service standards to internal and external customers * Scan ... For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ...

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Showing results 1-20

Internal Associate information

See Austin, TX salary details

$26.8K

$140K

$307.8K

How much do internal associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for internal associate in Austin, TX is $139,968.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $210,600.00 per year, depending on experience, location, and employer.

Are internal associate positions entry level?

Internal associate positions are often entry-level roles that require basic skills in communication, organization, and teamwork. They typically do not require extensive prior experience and may serve as a starting point for a career in finance, administration, or related fields, often involving on-the-job training. However, some companies may prefer candidates with relevant internships or certifications depending on the specific role.

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.
Infographic showing various Internal Associate job openings in Austin, TX as of July 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $139,968 per year, or $67.3 per hour.

Internal Sales Associate

Vestwell

Austin, TX โ€ข Hybrid

$17K/mo

Full-time

Posted 2 days ago

New


Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

To learn more, visit vestwell.com

Who Are We Looking For?

We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell's growth in the financial advisor marketplace.

A comfort level with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams.

As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You're exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We're a growth stage startup after all. Last, but certainly not least, you're driven by a fresh perspective and entrepreneurial spirit.

What Will You Be Doing?

You will be the main driver for converting organic and sourced leads into plan sales within your sales region. That's just the base-line.

Day-to-Day, You May Also Be Expected To:

  • Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate.
  • Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory.
  • Develop repeat regional relationships with new financial advisor prospects.
  • Maintain a robust retirement plan sales pipeline in your region.
  • Convert plan opportunities into closed won opportunities through a repeatable, scalable process.
  • Practice a proven and successful sales methodology (MEDDPICC).
  • Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM.
  • Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc.
  • Support the regional RVP on any prospecting needs.

Requirements

The Necessities

  • 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry.
  • Ability to carry a plan sale over the entire sales cycle from prospecting to conversion.
  • Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.).
  • Strong attention to detail and a passion for creating a top-notch selling environment and process.
  • A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline.
  • Self-starter who can operate well in a collaborative team environment.
  • Good knowledge of Salesforce, comfort level with other Sales technology.
  • Excellent written and verbal communication skills are a must.
  • Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!

The Extras

  • Startup and/or financial services experience
  • Understanding of the defined contribution space a plus!

This role will be based in our New York City or Austin office, and will be part of Vestwell's hybrid in-office operation.

The expected OTE for this position is approximately $82K ($65K base + up to $17K variable). Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS
We're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.