Senior Affluent Market Sales Assistant

Employer Industry: Financial Services

• Salary up to $39.39 per hour
• Opportunity for career advancement and growth within the organization
• Supportive and collaborative work environment
• Chance to work closely with clients and make a meaningful impact on their financial journeys
• Comprehensive training and development programs available
• Promote an environment that supports belonging and reflects the employer's brand

• Provide administrative support to Registered Representatives by handling customer calls and follow-up activities
• Assist in the preparation and execution of sales-related activities, including audits and client onboarding
• Coordinate travel arrangements, sales meetings, and customer seminars for the sales team
• Maintain sales reporting to keep the sales force updated on regional activity
• Provide customer service assistance, including informing clients about account balances and processing securities transactions

• Associate’s degree and a minimum of 1 year of sales and/or sales administrative experience, or a combined minimum of 3 years of higher education and/or work experience with 1 year of sales experience
• Must possess FINRA 6 and/or 63 licenses
• State Life, Accident and Health (LAH) license
• Strong organizational and communication skills
• Ability to understand and adhere to risk and regulatory standards

• Minimum of 5 years of sales and/or sales administrative experience
• FINRA Series 7 and 99 licenses
• Prior experience in the financial services industry
• Familiarity with client onboarding processes and sales activities
• Proven track record of maintaining customer relationships

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.