1

Associate Financial Representative Jobs in Bellingham, WA

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

Retail Sales Associate

Burlington, WA · On-site

$17.13/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... in a cordial, respectful manner representing the Company's brand image. * Accurately and ... Aid customers with credit applications and financing matters as required while maintaining thorough ...

Retail Sales Associate

Bellingham, WA · On-site

$19.13/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... in a cordial, respectful manner representing the Company's brand image. * Accurately and ... Aid customers with credit applications and financing matters as required while maintaining thorough ...

... financial protocol, and ethical responsibilities. * Communicate regularly with store associates and ... represented, organized, and alphabetized on the sales floor. * Protect company assets through ...

... financial protocol, and ethical responsibilities. * Communicate regularly with store associates and ... represented, organized, and alphabetized on the sales floor. * Protect company assets through ...

Senior Tax Accountant

Mount Vernon, WA · On-site

$86K - $111K/yr

The Senior Tax Accountant is directly responsible to maintain the financial books and tax records ... The Senior Tax Accountant is responsible to review work delegated to Tax Associates or Tax ...

Senior Tax Accountant

Mount Vernon, WA · On-site

$91K - $117K/yr

The Senior Tax Accountant is directly responsible to maintain the financial books and tax records ... The Senior Tax Accountant is responsible to review work delegated to Tax Associates or Tax ...

Senior Tax Accountant

Mount Vernon, WA · On-site

$60K - $80K/yr

The Senior Tax Accountant is directly responsible to maintain the financial books and tax records ... The Senior Tax Accountant is responsible to review work delegated to Tax Associates or Tax ...

Mechanical Systems Project Sales

Bellingham, WA · On-site

$71K - $106K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The purpose of your role as a Project Sales Representative This position requires the ability to ... Associate's degree in Construction Sciences, HVAC, or a related field * Bachelor's degree in ...

Supervisors and Associates About Goodwill We believe in the potential of individuals to make ... People and Culture, Finance, Asset Protection, Finance, Risk and Safety, Customer Service, New ...

Retail Assistant Manager

Bellingham, WA · On-site

$57K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Supervisors and Associates About Goodwill We believe in the potential of individuals to make ... People and Culture, Finance, Asset Protection, Finance, Risk and Safety, Customer Service, New ...

Supervisors and Associates About Goodwill We believe in the potential of individuals to make ... People and Culture, Finance, Asset Protection, Finance, Risk and Safety, Customer Service, New ...

Our growing team of professionals across North America represents a broad, deep and one-of -a kind ... Manage and delegate work as needed to Associate Account Managers I and II to ensure their ...

Showing results 21-40

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:

Retail Associate Manager

Wireless Vision

Burlington, WA

$17.99 - $22.65/hr

Full-time

Re-posted 17 days ago


Wireless Vision rating

3.8

Company rating: 3.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

30th of 30 rated technology retailers


Job description

Title: Retail Associate Manager
Location: Burlington, WA
Compensation: $17.99 - $22.65/hour


T-Mobile Premium Retailer Wireless Vision

Do you excel at driving sales results, team motivation, and impacting customer experience? Are you passionate about the latest technology trends? Then a Retail Associate Manager (RAM) role with Wireless Vision would be a perfect fit for you.

In this role, you will represent the T-Mobile brand while providing exceptional customer service and driving profitability. You will also inspire team members, manage store operations, and strive to meet individual and store performance goals. The RAM is a development role that is intended for those who aspire to become a Retail Store Manager (RSM)

Your Talents:

  • Primary point of contact for retail store in the absence of the RSM, including sales, operations and people processes.

  • Partner with the RSM to help recruit top talent, and coach and develop existing team members to build a high performing team.

  • Coach and inspire with integrity to guide sales team on best practices to attain monthly goals.

  • Active participation in the planning and execution of store meetings to prepare for launches and keep team members current on company changes.

  • Work with RSM to execute on the local store marketing initiatives to solicit new business.

  • Manage back-end processes and execution of customer facing initiatives to ensure store is always in T-Mobile and internal company audit compliance.

  • Ensure the maintenance of the store appearance and merchandising standards, including assisting with the planning of complete store merchandising planogram resets.

  • Assist with all functions within a retail store in compliance with Wireless Vision policies and procedures.

  • Responsible for daily and monthly inventory and cash management, as well as managing other key operational metrics.

  • May require additional tasks, duties or projects as assigned.

Your Experience:

  • High School Diploma or GED required.

  • Ability to work a flexible work schedule including but not limited to nights, weekends, and holidays based on the needs of the business.

  • 1-2 years of management experience in retail or another environment with a strong customer focus.

  • Willingness and ability to relocate to any store within in their assigned market.

  • Excellent written and verbal communication skills required.

  • Strong organizational and problem-solving skills required.

  • Bilingual preferred in certain locations.

  • Must be able to stand for long periods of time (up to 9 hours) on the sales floor.

  • Must be able to move and/or lift 25 pounds.

What Well Offer:

  • Competitive paid time-off program

  • Student financial assistance

  • Medical, dental and vision benefits

  • Phone service discounts

  • Development and growth opportunities

Wireless Vision is an Equal Employment Opportunity Employer, a Drug Free Workplace and engages in preventative practices suggested by CDC guidelines as it relates to COVID-19.


What Wireless Vision employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Wireless Vision logo

About Wireless Vision

Sourced by ZipRecruiter

Wireless Vision, LLC is a prominent player in the telecommunication industry, located in Bloomfield Hills, MI, USA. Established in 2004, this privately-held company has grown to become the largest T-Mobile exclusive retailer, boasting over 600 locations across the United States. True to its name, Wireless Vision focuses on delivering top-tier wireless products and services through its retail outlets, providing customers with access to the latest in mobile technology. The company stands on its uncompromising values of Integrity, Passion, Creativity & Belief, and holds a mission to offer unparalleled customer experiences through passionate. Its dedication and superior service have earned the company numerous awards, including being named the 'Best Place to Work in Retail' by The Detroit Free Press.

Industry

Telecommunications

Company size

1,001 - 5,000 Employees

Headquarters location

Bloomfield Hills, MI, US

Year founded

2004