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Investment Sales Associate Jobs (NOW HIRING)

Berkshire Bank

Investment Sales Associate

Providence, RI · On-site

$52K - $90K/yr

The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive ...

Trinity Investors

Investment Sales Associate

Southlake, TX · On-site

$13.25 - $18/hr

Investment Sales Associate FLSA Status: Exempt Position Snapshot: This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible ...

Trinity Investors

Investment Sales Associate

Southlake, TX · On-site

$13.25 - $18/hr

Investment Sales Associate FLSA Status: Exempt Position Snapshot: This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible ...

Trinity Investors

Investment Sales Associate

Southlake, TX · On-site

$13.25 - $18/hr

Investment Sales Associate FLSA Status: Exempt Position Snapshot: This position supports the investor relationship function to build and maintain profitable relationships with investors. Responsible ...

TerraCRG

Associate, Investment Sales

New York, NY · On-site

$15.25 - $20.75/hr

Six-figure estimated earning potential within several years of consistent business development Role Description This is a full-time on-site role for an Associate, Investment Sales at TerraCRG located ...

TerraCRG

Associate, Investment Sales

Brooklyn, NY · On-site

$14.75 - $20/hr

Six-figure estimated earning potential within several years of consistent business development Role Description This is a full-time on-site role for an Associate, Investment Sales at TerraCRG located ...

TerraCRG

Associate, Investment Sales

Brooklyn, NY

$14.75 - $20/hr

Six-figure estimated earning potential within several years of consistent business development Role Description This is a full-time on-site role for an Associate, Investment Sales at TerraCRG located ...

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How much do investment sales associate jobs pay per hour?

As of Jul 8, 2026, the average hourly pay for investment sales associate in the United States is $17.58, according to ZipRecruiter salary data. Most workers in this role earn between $13.46 and $18.27 per hour, depending on experience, location, and employer.

What is the difference between Investment Sales Associate vs Real Estate Broker?

AspectInvestment Sales AssociateReal Estate Broker
Required CredentialsLicensing, possibly certifications like CCIM or SIORReal estate license, broker's license
Work EnvironmentCommercial real estate, investment firms, brokerage firmsResidential and commercial property sales, brokerage offices
Employer & Industry UsageReal estate investment firms, commercial brokersReal estate agencies, brokerage firms
Common Search & Comparison IntentYesYes

The main difference between an Investment Sales Associate and a Real Estate Broker lies in their focus and credentials. Investment Sales Associates typically work with commercial properties and investment transactions, often requiring specialized certifications. Real Estate Brokers handle a broader range of property types, including residential and commercial, with a focus on sales and leasing. Both roles require licensing, but their work environments and industry usage differ, making each suited to different career paths within real estate.

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

To thrive as an Investment Sales Associate, you need strong financial analysis skills, sales acumen, and typically a bachelor's degree in finance, business, or a related field. Familiarity with CRM software, financial modeling tools, and relevant certifications like FINRA Series 7 or 63 are commonly required. Exceptional interpersonal communication, negotiation abilities, and a client-focused mindset help you excel in building relationships and closing deals. These skills are crucial for effectively analyzing investment opportunities, meeting client needs, and driving revenue growth in a competitive market.

What are Investment Sales Associates?

Investment Sales Associates are professionals who assist clients in buying, selling, and managing investment properties, such as commercial real estate assets. They typically work for brokerage firms and help clients by analyzing market trends, preparing investment packages, and facilitating transactions. Their role involves networking with potential buyers and sellers, conducting due diligence, and ensuring that deals meet both client goals and regulatory requirements. Investment Sales Associates also collaborate with other real estate professionals, such as brokers, lenders, and legal advisors, to close deals efficiently.

What is an investment sales associate?

An investment sales associate is a professional who helps clients buy and sell investment properties or assets, often working in commercial real estate or financial markets. They analyze market data, prepare sales documents, and coordinate transactions, typically requiring strong communication skills and knowledge of industry regulations.

How much does an investment sales associate make?

An investment sales associate's salary typically ranges from $50,000 to $100,000 annually, depending on experience, location, and performance. Many roles also include commissions or bonuses based on sales achievements, which can significantly increase total compensation.

What does an investment associate do?

An investment associate supports financial professionals by conducting market research, analyzing investment opportunities, preparing reports, and assisting with client communications. They often use financial software and need strong analytical and communication skills to help manage investment portfolios and contribute to client strategies.

How does an Investment Sales Associate typically collaborate with senior team members and clients during a transaction?

Investment Sales Associates work closely with senior brokers and analysts throughout the transaction process, assisting with market research, financial modeling, and preparing marketing materials. They often participate in client meetings, respond to inquiries, and help manage due diligence documentation. This role requires strong communication and organizational skills, as associates frequently coordinate between clients, legal teams, and internal stakeholders to ensure a smooth transaction from listing to closing.

Can you make $500,000 a year in sales?

Investment Sales Associates can potentially earn $500,000 or more annually through commissions on high-value transactions, especially in commercial real estate or large investment portfolios. Achieving this level typically requires extensive experience, a strong network, and successful closing of significant deals, often supplemented by performance bonuses and incentives.
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Investment Sales Associate jobs near you
Infographic showing various Investment Sales Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $36,566 per year, or $17.6 per hour.
Investment Sales Associate

Investment Sales Associate

Berkshire Bank

Providence, RI • On-site

$52K - $90K/yr

Full-time

Posted 28 days ago

Berkshire Bank rating

6.7

Company rating: 6.7 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

119th of 145 rated banks

Job description

Division: Beacon Bank & Trust
Department: Investment Services
Reports to: Director of Investments
Status: Exempt
Grade: 9E
Pay Range: $52,000-$90,498
Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Providence, RI
Purpose/Objective:
The Investment Sales Associate supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships. The ideal candidate is proactive, highly organized, and committed to continuous professional development.
Key Accountabilities:
  • Support financial advisors with daily sales and operational activities
  • Process client transactions accurately and efficiently
  • Meets with clients in person when necessary
  • Prepare client meeting materials, proposals, and portfolio reviews
  • Proactively follow up on client requests and identify service opportunities
  • Maintain and deepen client relationships through high-touch service
  • Identify cross-selling opportunities and contribute to revenue growth
  • Stay current on market trends, products, and compliance requirements

Education:
  • Bachelor's Degree with related experience in financial services or retail organization preferred

Experience:
  • 2+ years counselling customers and selling financial products desirable

Skills & Knowledge:
  • Active securities and insurance licenses (Series 7, 63/65/66)
  • Relentless work ethic and a strong desire to learn and grow
  • Exceptional attention to detail and organizational skills
  • Strong communication skills and outstanding customer service
  • A positive attitude and a proactive mindset

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

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