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Associate Financial Representative Jobs in Bellingham, WA

Harris

Project Sales Representative

Bellingham, WA · On-site

$71K - $106K/yr

Associate's degree in Construction Sciences, HVAC, or a related field * Bachelor's degree in ... Ability to prepare financial justifications, including energy savings analysis, preferred

goodwillhome

Sales Associate Full-time

Bellingham, WA · On-site

$19.13/hr

... financial security and the experience of educational achievement. We are committed to creating and ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

goodwillhome

Sales Associate Full-time

Mount Vernon, WA · On-site

$17.13/hr

... financial security and the experience of educational achievement. We are committed to creating and ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

goodwillhome

Sales Associate Full-time

Bellingham, WA

$19.13/hr

... financial security and the experience of educational achievement. We are committed to creating and ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

goodwillhome

Sales Associate Part-time

Sedro Woolley, WA · On-site

$17.13/hr

... financial security and the experience of educational achievement. We are committed to creating and ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

goodwillhome

Sales Associate Full-time

Mount Vernon, WA · On-site

$17.13/hr

... financial security and the experience of educational achievement. We are committed to creating and ... The requirements listed below are representative of the knowledge, skill, and/or ability required.

Wireless Vision

Retail Associate Manager

Burlington, WA

$17.99 - $22.65/hr

In this role, you will represent the T-Mobile brand while providing exceptional customer service ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Wireless Vision

Retail Associate Manager

Burlington, WA · On-site

$17.99 - $22.65/hr

In this role, you will represent the T-Mobile brand while providing exceptional customer service ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

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Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Bellingham, WA

Associate Financial Representative information

See Bellingham, WA salary details

$10

$27

$68

How much do associate financial representative jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for associate financial representative in Bellingham, WA is $27.35, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $26.73 per hour, depending on experience, location, and employer.

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 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 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 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 popular job titles related to Associate Financial Representative jobs in Bellingham, WA?

For Associate Financial Representative jobs in Bellingham, WA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Bellingham, WA look for?

The top searched job categories for Associate Financial Representative jobs in Bellingham, WA are:

What cities near Bellingham, WA are hiring for Associate Financial Representative jobs?

Cities near Bellingham, WA with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you

Customer Service Representative (Loan Consultant II)

Lendmark Financial Services

Bellingham, WA • On-site

$20 - $24/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Lendmark Financial Services rating

8.0

Company rating: 8.0 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

72nd of 150 rated financial services

Job description

Lendmark Financial Services

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That's one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been "Success is the only option."

Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

Loan Consultant II

The Loan Consultant II provides exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.

Major Duties / Responsibilities:

  • Greet, assist and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained; process payments, distributions, make recommendations regarding loan approvals; approve loans up to established lending limits, complete loan closings, handle account activities related to collection accounts, including phone calls and face to face communications with customers.
  • Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch.
  • Actively market all branch products and services to individuals.
  • Perform all other duties as assigned by management.

Basic Requirements:

  • High School Diploma or GED from accredited institution
  • 2-4 plus years consumer finance or related experience
  • Cash handling; computer skills; customer service skills
  • Ability to work with minimum supervision
  • Excellent communication skills
  • Proficient working knowledge of Microsoft Windows, Excel and Word Applications

Preferred/Desired Qualifications:

  • Associates or Bachelor's Degree
  • Bilingual, Spanish/English

Compensation:

This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

The salary range for this position is $20.00 - $24.00 per hour, based on the specific Knowledge, Skills, Abilities and/or Experience of the selected candidate.

Work Environment:

Office Environment

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!

What Lendmark Financial Services employees say

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