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Investment Sales Assistant Jobs (NOW HIRING)

Northmarq

Commercial Investment Sales

Minneapolis, MN · On-site

As part of our aggressive growth strategy, we are seeking Commercial Investment Sales talent to join our Northmarq team. Thank you for your interest in joining our team. Please join our talent ...

CBRE

Investment Sales Analyst

Memphis, TN · On-site

As a CBRE Investment Sales Analyst for the Memphis Investment Sales Team (Industrial, Office, and Retail) and Memphis Multifamily team, you will assist in the preparation of Brokers Opinion of Values ...

CBRE

Investment Sales Analyst

Seattle, WA · On-site

$85K/yr

As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing ... Prepare offers, term sheets, and lease amendments. * Assist attorneys in preparing real estate ...

CBRE

Investment Sales Sr Analyst

Boca Raton, FL · On-site

As a CBRE Investment Sales Sr. Analyst, you will develop business and negotiate the selling ... Review and prepare offers, term sheets, and lease amendments. * Assist attorneys in preparing real ...

CBRE

Investment Sales Analyst (Retail)

Charlotte, NC · On-site

CBRE is looking for an Investment Sales Analyst to support our Carolinas Region Retail capital ... Generate, review and understand reports; use aggregate data from multiple sources to assist in ...

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Investment Sales Assistant information

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How much do investment sales assistant jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for investment sales assistant in the United States is $24.28, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $26.68 per hour, depending on experience, location, and employer.

What does an investment sales associate do?

An investment sales associate assists in the sale of commercial or investment properties by preparing marketing materials, conducting market research, and coordinating with clients and brokers. They often analyze property data, support negotiations, and use tools like CRM systems to manage transactions, typically working under the supervision of senior sales professionals.

What are the key skills and qualifications needed to thrive as an Investment Sales Assistant, and why are they important?

To thrive as an Investment Sales Assistant, you need a solid understanding of financial products, investment terminology, and client service, often supported by a relevant degree or financial certifications such as FINRA Series 7 or 63. Familiarity with CRM systems, portfolio management software, and financial data platforms like Bloomberg is typically required. Strong organizational skills, attention to detail, and effective communication help you build trust with clients and support sales teams efficiently. These skills are essential for ensuring regulatory compliance, maintaining accurate records, and delivering high-quality client support in a fast-paced investment environment.

What does an Investment Sales Assistant do?

An Investment Sales Assistant supports investment advisors or sales teams by handling administrative and client service tasks. Their duties often include preparing client documentation, scheduling appointments, processing transactions, and providing information on investment products. They also help with research, compliance checks, and maintaining client records. This role is essential for ensuring smooth operations and quality client experience within investment firms.

How much does an investment sales associate make?

An investment sales associate typically earns a base salary ranging from $50,000 to $80,000 annually, with additional commissions or bonuses based on sales performance. Total compensation can vary depending on experience, location, and the size of the firm, often reaching six figures with successful deals.

What is the difference between Investment Sales Assistant vs Real Estate Sales Assistant?

AspectInvestment Sales AssistantReal Estate Sales Assistant
CredentialsTypically requires real estate licenses, sales experience, and familiarity with investment productsRequires real estate licenses and sales experience
Work EnvironmentFinancial firms, investment banks, commercial real estate firmsReal estate brokerages, property management companies
Employer & IndustryFinancial and investment industryReal estate industry
Common Search & ComparisonOften compared for roles supporting investment property salesFocuses on residential or commercial property sales

The main difference is that Investment Sales Assistants support the sale of investment properties and securities within financial firms, requiring knowledge of investment products. Real Estate Sales Assistants focus on residential or commercial property sales, often within brokerage firms. Both roles involve sales support but differ in industry focus and required credentials.

What are some common challenges faced by an Investment Sales Assistant in supporting a busy sales team?

As an Investment Sales Assistant, one of the main challenges is managing multiple priorities and deadlines, often in a fast-paced environment. You may be responsible for preparing sales presentations, processing client paperwork, and coordinating meetings, all while ensuring accuracy and compliance with industry regulations. Balancing administrative duties with client-facing support requires strong organizational skills and attention to detail. Close collaboration with sales representatives and other departments is essential to keep processes running smoothly and to provide excellent service to clients.

What does an investment assistant do?

An investment assistant supports financial advisors or investment managers by preparing client reports, managing schedules, and handling administrative tasks related to investment portfolios. They often use financial software and require strong organizational skills to ensure smooth operations in investment firms.

What is the highest paying job in investment?

In investment, the highest paying roles are typically senior positions such as Chief Investment Officer or Portfolio Manager at large firms, with compensation often including high base salaries, bonuses, and profit sharing. These roles require extensive experience, strong analytical skills, and often advanced certifications like the CFA. Compensation can vary widely based on firm size, location, and individual performance.
What cities are hiring for Investment Sales Assistant jobs? Cities with the most Investment Sales Assistant job openings:
What are the most commonly searched types of Investment Sales jobs? The most popular types of Investment Sales jobs are:
What states have the most Investment Sales Assistant jobs? States with the most job openings for Investment Sales Assistant jobs include:
Investment Sales Assistant jobs near you
Infographic showing various Investment Sales Assistant job openings in the United States as of June 2026, with employment types broken down into 51% Full Time, 47% Part Time, and 2% Temporary. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $50,510 per year, or $24.3 per hour.
Administrative Sales Assistant (FT)

Administrative Sales Assistant (FT)

Westfield Bank

Chicopee, MA • On-site

$20.55 - $30.83/hr

Full-time

Posted 12 days ago

Job description

Job Title: Administrative Sales Assistant

Department: Wealth Management

Job Status: Full Time

FLSA Status: Non-Exempt

Grade: 7

Amount of Travel: Some Travel

Reports To: VP, Wealth & Product Management

Positions Supervised: N/A

POSITION SUMMARY

Under the general direction of the VP, Wealth & Product Management, the Investment Sales Assistant performs all daily tasks required for transactions related to the investment of client accounts located with the broker/dealer. The investment sales assistant must adhere to regulatory compliance standards at all times.

ESSENTIAL FUNCTIONS

  • Assists investment advisor representatives in processing and recording all transactions relating to client accounts on the Broker/Dealer operation system and in maintaining accurate reports on selected accounts not reported on the Broker/Dealer system.
  • Initiates new account openings and prepares documents for signatures.
  • Records product trade for investment advisor representatives’ clients when needed.
  • Assists with investment profiles and product placement process.
  • Maintains files and prepares forms and records as required for client accounts.
  • Maintains ongoing SEC/FINRA compliance standards by attending product educational and compliance meetings/seminars.
  • Attends monthly departmental meetings and assists in coordinating client seminars and employee training.
  • Provides bank-wide referral report to the payroll department for processing on quarterly basis.
  • Prepares routine correspondence and is primary telephone liaison for incoming telephone communication to department officers and clients.
  • Performs other clerical and investment-related functions as assigned.
  • Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
  • Must adhere to all bank and regulatory policies and procedures specific to position.
  • Performs additional duties as requested

POSITION QUALIFICATIONS

Competencies

  • Communication
  • Customer Relations
  • Dependability
  • Ethics
  • Job Knowledge
  • Productivity & Time Management

Education/Experience/Skills & Abilities

  • Bachelor’s degree or equivalent and a minimum of two years of financial services experience.
  • Excellent PC skills, including Microsoft Word Excel & Access.
  • Ability to interact effectively with co-workers, clients and management.
  • Must be detailed oriented and highly organized and possess excellent oral, written communication skills and analytical skills.
  • Demonstrate confidentiality and discretion with respect to all clients and firm information.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand Occasionally

10 lbs or less Frequently

Walk Occasionally

11 – 20 lbs Frequently

Sit Frequently

21 – 50 lbs Occasionally

Handling/Fingering Frequently

51 – 100 lbs Not Applicable

Reach Outward Frequently

Over 100 lbs Not Applicable

Reach Above Shoulder Occasionally

Push/Pull

Climb Occasionally

12 lbs or less Occasionally

Crawl Occasionally

13 – 25 lbs Occasionally

Squat or Kneel Occasionally

26 – 40lbs Occasionally

Bend Occasionally

41 – 100 lbs Occasionally

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.


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