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Financial Sales Assistant Jobs in Burr Ridge, IL

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Financial Sales Assistant information

See Burr Ridge, IL salary details

$10.9K

$42.1K

$62.2K

How much do financial sales assistant jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial sales assistant in Burr Ridge, IL is $42,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,600.00 and $50,300.00 per year, depending on experience, location, and employer.

What is a financial sales assistant?

Financial Sales Assistants are professionals who support financial advisors, brokers, or sales teams in managing client accounts and delivering financial products or services. Their responsibilities often include scheduling meetings, preparing documents, responding to client inquiries, processing transactions, and ensuring compliance with industry regulations. By handling administrative and customer service tasks, they help financial professionals focus on building relationships and generating sales. Financial Sales Assistants play a crucial role in maintaining smooth operations within financial firms and enhancing client satisfaction.

What does a financial sales assistant do?

A Financial Sales Assistant plays a key role in supporting financial advisors by preparing client documents, scheduling meetings, and managing account information. They often serve as a primary point of contact for clients, answering routine inquiries and helping resolve administrative issues. Daily responsibilities include processing transactions, updating client records, and ensuring compliance with industry regulations. Collaboration with advisors and other team members is essential to provide seamless service and help maintain strong client relationships, making organizational and communication skills crucial for success in this role.

What skills and qualifications are needed to be a financial sales assistant?

To thrive as a Financial Sales Assistant, you need strong numerical proficiency, attention to detail, and a background in finance or business, often supported by a relevant degree or certification. Familiarity with CRM software, financial analysis tools, and Microsoft Office Suite is typically required. Outstanding interpersonal skills, organization, and the ability to communicate complex financial information clearly help individuals excel in this role. These skills and qualities are crucial for supporting sales teams, ensuring accurate client information, and maintaining efficient operations in a competitive financial environment.

What is the difference between Financial Sales Assistant vs Financial Advisor?

AspectFinancial Sales AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentSupport role in banks, financial firms, or insurance companiesClient-facing role providing personalized financial planning
Employer & IndustryFinancial institutions, banks, insurance companiesFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding support roles in finance, entry-level positionsSeeking personalized financial advice, career in financial planning

The main difference is that a Financial Sales Assistant provides support and administrative assistance within financial firms, often with minimal licensing, while a Financial Advisor offers personalized financial planning and investment advice, requiring relevant certifications. Both roles are integral to the finance industry but serve different functions and client engagement levels.

Is a financial sales assistant a good career?

A financial sales assistant is a role that involves supporting financial advisors and selling financial products, requiring strong communication and sales skills. It can offer opportunities for career growth, industry certifications, and experience in finance, but job satisfaction depends on individual interests and the work environment.

What are popular job titles related to Financial Sales Assistant jobs in Burr Ridge, IL?

For Financial Sales Assistant jobs in Burr Ridge, IL, the most frequently searched job titles are:

What job categories do people searching Financial Sales Assistant jobs in Burr Ridge, IL look for?

The top searched job categories for Financial Sales Assistant jobs in Burr Ridge, IL are:

What cities near Burr Ridge, IL are hiring for Financial Sales Assistant jobs?

Cities near Burr Ridge, IL with the most Financial Sales Assistant job openings:

Financial Sales Assistant jobs near you
Infographic showing various Financial Sales Assistant job openings in Burr Ridge, IL as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $42,111 per year, or $20.2 per hour.

Bilingual Business Development Manager - Financial Sales

Shamrock Trading Corporation

Chicago, IL • On-site

$50K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Shamrock Trading Corporation rating

9.1

Company rating: 9.1 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

About Shamrock Trading Corporation
RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program and trucking technology.
Shamrock's mission since the start has been to create value and success for our customers, our partners and our people. Strong ethics, dedication to our customers and close attention to the marketplace are critical to the success and growth of the Shamrock brands. Shamrock is headquartered in Overland Park, Kansas, with multiple offices throughout the U.S. Our Chicago office is located in the heart of Lombard offering a convenient commute and quick access to several shopping, dining and recreational options. With panoramic views of the area and a winning culture, Shamrock is a great place to work in Chicago!
Why You'll Love Working Here
Our award-winning culture is a testament to our commitment to growth, recognition and empowerment. From day one, we prioritize employees first, encouraging them to think and act like owners and providing endless opportunities for growth and self-development, both personally and professionally. Shamrock has been recognized as one of America's 2025 "Most Loved Workplaces" by Newsweek.
At Shamrock, we hire bright, ambitious people and give them the tools they need for a successful, long-term career here. Shamrock also offers a premier set of benefits for employees and their families:
  • Training and Development: Ongoing training and professional development opportunities, a Freight Immersion Training (FIT) Program for sales employees entering the transportation industry and a LEAD Program for aspiring leaders
  • Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits
  • Salary: Individual compensation packages may reflect applicable experience, job-related skill, training and/or education. Compensation details in this posting reflect the base pay only and do not include additional variable compensation.
  • Financial: Generous company 401(k) contributions and employee stock ownership after one year
  • Work-Life Balance: Competitive PTO and fully paid time off opportunities to volunteer within your community

About the Role
RTS and Shamrock Trading Corporation are looking for a motivated salesperson to join our Business Development team. This role will focus on prospecting, qualifying and securing new business opportunities while expanding relationships with existing accounts. An ideal candidate will be detail-oriented with an outgoing, ambitious and self-motivated personality.
What You'll Do
  • Leverage consultative sales strategies to present and deliver tailored financial solutions
  • Proactively identify and develop new business opportunities through targeted outreach and strategic prospecting
  • Collaborate with internal teams to ensure a seamless client onboarding and service experience
  • Build and maintain long-term relationships with clients, fostering trust and delivering exceptional service
  • Conduct consultative discussions to assess client needs and explain customized financial solutions to prospective clients
  • Assist with high-severity requests or issue escalations as needed
  • Manage and advance a robust sales pipeline to consistently achieve and exceed monthly performance targets
  • Negotiate terms and pricing to maximize profitability on all new business
  • Cross-sell complementary RTS and Shamrock services to deepen client partnerships and increase account value
  • Monitor market trends and competitor activity to refine sales strategies and maintain a competitive advantage
  • Other duties as assigned

What You'll Bring
  • Bachelor's degree and 2+ years of business development experience required
  • Demonstrated record of success providing professional, solutions-based sales over the phone
  • Proven strategic mindset with exceptional communication skills
  • Excellent customer service and project management skills
  • Ability to adapt and excel in a fast-paced environment with a multi-product line
  • Attention to detail with an interest in comparative and value analysis
  • Bilingual skills with fluency in one of the following languages and English are a must (must be able to speak, read and write both languages): Romanian, Uzbek, Arabic, Russian, Ukrainian, Punjabi, Bulgarian, Serbian, Polish, Mandarin, or Somali.

What Will Put You Ahead
  • 5+ years of business development experience
  • Experience with high volume (cold calling)
  • Financial background
  • Desire to work in a competitive sales and team environment
  • High-energy with a goal-driven and adaptable personality

Apply Today!
We're so excited to connect with you! If you want to work with forward-thinking people in an award-winning culture, submit your application today.
#LI-KP1 #LI-Onsite #rts
Having trouble submitting your application? Contact us at Recruiting@shamrocktradingcorp.com for support.

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