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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

Focus Partners Wealth

Tax Associate

Bellingham, WA · On-site

$60K - $81K/yr

Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ... Preferred Qualifications: * CPA, CPA candidate or EA granting the ability to represent clients ...

Best Buy

Retail Sales Associate

Burlington, WA

$15.50 - $17.75/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: Burlington, WA - 98233

Best Buy

Retail Sales Associate

Burlington, WA

$15.50 - $17.75/hr

Financial savings and retirement resources * Support for your physical and mental well-being Best ... Retail Sales Representative, Location: Burlington, WA - 98233

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 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

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

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 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.

CVS Health

Store Associate

Bellingham, WA

$17.13 - $24.13/hr

... represents the base hourly rate or base annual full-time salary for all positions in the job grade ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

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

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

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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 Jul 27, 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.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

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 are Associate Financial Representatives?

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.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
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
Project Sales Representative

Project Sales Representative

Harris

Bellingham, WA • On-site

$71K - $106K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Harris Computer rating

8.5

Company rating: 8.5 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

78th of 245 rated software companies

Job description

The purpose of your role as a Project Sales Representative
This position requires the ability to market the company to new clients and develop turnkey solution including estimating / proposal presentation for mechanical and plumbing retrofit projects in commercial markets. This position also requires ability to manage existing customer relationships.
Mechanical Systems Knowledge:
  • Demonstrate a strong, working knowledge of mechanical and plumbing systems, including how they operate and interact. Confidently assess existing systems, identify issues, and recommend effective repair, modification, or replacement solutions. Interpret drawings, equipment specifications, and jobsite conditions with accuracy
  • Understand the full lifecycle cost of owning, operating, and maintaining facility systems. Leverage this knowledge to develop solutions and proposals that improve performance while reducing long-term costs for the customer

Estimating:
  • Analyze project specifications and drawings to clearly define scope and estimate requirements
  • Accurately determine sizes, distances, quantities, timelines, costs, resources, and materials needed for each project
  • Develop detailed, professional proposals for both current and prospective customers
  • Maintain thorough documentation of account activity, generate reports, and track all customer and supplier interactions
  • Create innovative design-build solutions tailored to client needs

Proposals:
  • Prepare, present, and respond to proposals aligned with specific customer requirements, including RFPs and customized industry solutions
  • Clearly communicate repair, modification, and replacement recommendations, ensuring both customers and internal teams fully understand project scope and expectations
  • Deliver cost-effective, high-value solutions that align with customer goals

Prospecting:
  • Identify and qualify new business opportunities, delivering compelling sales presentations and addressing questions or objections with professionalism and confidence
  • Develop a deep understanding of each prospect's technical and financial needs
  • Follow up promptly on leads and referrals, building strong rapport and uncovering customer priorities. Maintain a healthy pipeline of quotes to consistently achieve booking goals

Customer Relations:
  • Respond quickly and effectively to customer concerns, ensuring issues are resolved and relationships remain strong and positive
  • Build and maintain productive relationships with customers, vendors, and external partners, representing the company with integrity while maximizing profitability

Other:
  • Effectively plan and manage your schedule to maximize productivity, including strategic management of quotes and opportunities to drive sales success

What we're looking for in you
  • Associate's degree in Construction Sciences, HVAC, or a related field
  • Bachelor's degree in Business, Technical, or a related field preferred
  • 4+ years of experience and knowledge of HVAC, mechanical, and plumbing systems and components
  • 4+ years of experience developing and maintaining customer relationships
  • 1-2 years of proficiency with MS Word, Excel, and PowerPoint
  • Ability to understand and communicate energy savings associated with proposed solutions
  • Ability to prepare financial justifications, including energy savings analysis, preferred
  • Experience with industrial refrigeration preferred

Your life at Harris
As one of the country's leading mechanical contractors, Harris offers the stability, resources, and opportunities of a national company along with the team culture, creative spirit, and customer loyalty of a local business. If you thrive on variety and enjoy new challenges, we want to meet you. From stadiums to manufacturing facilities, power plants to hospitals, and concert halls to classrooms, we handle projects of all sizes and complexity across multiple regional locations throughout the country.
Harris Benefits + Compensation
  • Medical, dental, vision, and life insurance
  • 401K with company match
  • Vacation time, sick time, and paid holidays
  • Paid parental leave
  • Sales Incentive Plan

Visit our Careers Page for additional benefits details: https://www.harriscompany.com/careers/employee-benefits-at-a-glance
Pay Range: $71,079 - $106,618 per year.
The actual salary offer will vary by candidate based on a wide range of factors, including skills, qualifications, experience, and location.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

What Harris Computer employees say

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About Harris Computer Systems

Sourced by ZipRecruiter

Harris Computer Systems, based in Ottawa, ON, CA, is an established player in the field of public sector software technology. Since its inception in 1976, the company has been striving to make clients' operations more efficient through reliable, practical, and flexible software solutions. Its extensive portfolio primarily serves utility, healthcare, public sector, and educational institutions, contributing to the betterment of public services through technology. Harris strongly believes in the value of forward-thinking technology and the power it has to drive progress for the public sector. This methodology is entirely in line with their mission to ensure customer success by providing reliable, practical, and robust software solutions.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Ottawa, ON, CA

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