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Investment Sales Assistant Jobs (NOW HIRING)

CBRE

Investment Sales Analyst

Denver, CO · On-site

$85K/yr

As a CBRE Investment Sales Analyst, you will be responsible for underwriting, market research ... What You'll Do: • Assist in preparation of client and marketing materials • Oversee the ...

Lincoln Investment

Sales Assistant

Horsham, PA · On-site

$18.50 - $24.25/hr

Sales Assistant (Onsite, Horsham, PA) Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for fifteen years, is an independent broker dealer and registered investment advisor ...

Spartan Affiliates

Investment Sales Consultant

Madison, AL · On-site

$125K - $175K/yr

Communicate client feedback and market trends to sales leadership * Assist with ongoing communication and support throughout the client's investment lifecycle * Continuously build and maintain strong ...

Lincoln Investment

Virtual Sales Assistant

Fort Washington, PA · On-site +1

$20.50 - $27.50/hr

Lincoln Investment is recognized as one of Philadelphia's Top Workplaces for fifteen years, is an ... Sales Assistant will provide service to existing clients on non-solicited business; process new ...

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How much do investment sales assistant jobs pay per hour?

As of Aug 2, 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 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.

Is $200,000 enough to work with a financial advisor?

As an Investment Sales Assistant, working with a financial advisor typically involves understanding client portfolios and investment strategies, but the salary amount does not directly determine the ability to work with an advisor. Instead, clients usually need a minimum investment threshold, which can vary widely depending on the advisor or firm. Generally, high-net-worth individuals with investments of $200,000 or more often qualify for personalized financial advisory services.

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.

How much do investment assistants make?

Investment sales assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while experienced assistants or those in high-cost areas can earn higher salaries, often supplemented with bonuses or commissions based on sales performance.

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 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 July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. 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.

Commercial Investment Sales

Northmarq

Minneapolis, MN

Full-time

Re-posted 8 days ago

Job description

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 pipeline by submitting your resume.
Questions: Please email careers@northmarq.com
Thank you,
Northmarq - Human Resources