ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Beaverton, OR

Stoel Rives LLP

Debt Finance Associate

Portland, OR · On-site

$193K - $280K/yr

... law representing both public and private entities at all stages of formation and growth. Our ... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ...

Stoel

Debt Finance Associate

Portland, OR

$193K - $280K/yr

... law representing both public and private entities at all stages of formation and growth. Our ... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ...

Foresters Financial

Sales Support Associate

Beaverton, OR

$17.75 - $23/hr

This role supports the Registered Financial Services Sales Representative's business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires ...

Dext Capital LLC

Sales Associate

Lake Oswego, OR · On-site

$40K - $50K/yr

... finance lifecycle, supporting transactions from initial application through funding. Sales Associates gain hands-on experience by partnering directly with Account Managers, Sales Representatives ...

PetersonCat

Credit Representative

Hillsboro, OR

$35.55 - $41/hr

... Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson ... EDUCATION and/or EXPERIENCE Associates Degree from a fully accredited college in Business or other ...

next page

Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Beaverton, OR

Associate Financial Representative information

See Beaverton, OR salary details

$11

$27

$69

How much do associate financial representative jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for associate financial representative in Beaverton, OR is $27.38, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $26.78 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What job categories do people searching Associate Financial Representative jobs in Beaverton, OR look for? The top searched job categories for Associate Financial Representative jobs in Beaverton, OR are:
What cities near Beaverton, OR are hiring for Associate Financial Representative jobs? Cities near Beaverton, OR with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Beaverton, OR as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $56,943 per year, or $27.4 per hour.

Banking & Finance Associate Attorney

Direct Counsel

Portland, OR

$260K - $390K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 24 days ago

Job description

Banking & Finance Associate Attorney

Direct Counsel is seeking a Banking & Finance Associate Attorney to join a prestigious Am Law firm in one of the following offices: Austin, Boston, Charlotte, Chicago, Houston, Irvine (Orange County), Los Angeles, Miami, New York City, Portland, Sacramento, San Francisco, Santa Monica, Seattle, Silicon Valley (Menlo Park), or Washington, D.C. Preference will be given to candidates based in Los Angeles, New York City, or San Francisco.

This is an outstanding opportunity for an attorney with 3-6 years of banking and finance experience to join an internationally recognized Finance practice. The team represents lenders and borrowers in sophisticated domestic and cross-border financing transactions across a broad range of industries.

Responsibilities

  • Represent lenders and borrowers in a wide variety of financing transactions.

  • Advise clients on private credit transactions, syndicated credit facilities, structured credit transactions, receivables financings, distressed financings, and growth capital financings.

  • Draft, review, and negotiate credit agreements, loan documents, security agreements, intercreditor agreements, and other financing documents.

  • Conduct legal due diligence and assist with transaction structuring and execution.

  • Coordinate with multidisciplinary legal teams on complex domestic and international financing matters.

  • Manage multiple transactions simultaneously while providing practical, business-oriented legal advice.

  • Build and maintain strong client relationships while delivering exceptional client service.

Qualifications

  • J.D. from an ABA-accredited law school.

  • Active membership in a U.S. state bar and eligibility to practice in the applicable office jurisdiction.

  • 3-6 years of banking and finance experience at a major law firm.

  • Experience representing lenders, borrowers, or financial institutions in sophisticated financing transactions.

  • Strong drafting, negotiation, analytical, and communication skills.

  • Excellent organizational and project management abilities.

  • Outstanding client service and interpersonal skills.

  • Strong academic credentials and the ability to thrive in a collaborative, fast-paced environment.

Compensation & Benefits

  • Salary: $260,000-$390,000, commensurate with experience and qualifications.

  • Comprehensive benefits package, including:

    • Medical, dental, vision, and life insurance

    • Mental health and wellness programs

    • Child, family, elder, and pet care benefits

    • Short- and long-term disability coverage

    • Industry-leading parental leave

    • Health Savings Account (HSA) and Flexible Spending Account (FSA) options

    • 401(k) retirement plan

    • Flexible Time Off (FTO) and paid holidays

    • Annual discretionary performance bonus eligibility