Financial Sales Associate Salary in Wisconsin

Financial Retail Sales Assistant - Average Salary $41,233

Provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience.

Retail Sales Associate - Non-Registered Financial Products - Average Salary $41,240

The Retail Sales Associate - Non-Registered Financial Products tracks sales activity, referrals, and results. Acts in an administrative support role for one or more Registered Representatives. Being a Retail Sales Associate - Non-Registered Financial Products provides general clerical and operational support. Responds to customer requests and provides requested information or required actions. In addition, Retail Sales Associate - Non-Registered Financial Products may require a bachelor's degree. Typically reports to a supervisor or manager. Being a Retail Sales Associate - Non-Registered Financial Products works on projects/matters of limited complexity in a support role. Work is closely managed. Working as a Retail Sales Associate - Non-Registered Financial Products typically requires 0-2 years of related experience.

Retail Sales Associate I - Registered Financial Products - Average Salary $49,190

The Retail Sales Associate I - Registered Financial Products utilize cross sell, telemarketing, and/or internal referrals for additional product offerings to expand the portfolio and the client's relationship. Uses customer database to generate additional business opportunities with existing clients. Being a Retail Sales Associate I - Registered Financial Products may provides additional clerical or sales support for one or more Registered Representatives. Opens new accounts, processes orders for existing clients, and answers questions regarding the organization's products and services. In addition, Retail Sales Associate I - Registered Financial Products has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Typically reports to a supervisor or manager. Requires NASD series 7 and 63 licenses. Being a Retail Sales Associate I - Registered Financial Products works on projects/matters of limited complexity in a support role. Work is closely managed. Working as a Retail Sales Associate I - Registered Financial Products typically requires 0-2 years of related experience.

Financial Sales - Average Salary $76,385

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Financial Retail Sales Assistant - Registered - Average Salary $49,175

Provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer product questions, make changes to accounts, open new accounts, and receive orders. May execute orders from existing clients. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience.