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Associate Financial Representative Jobs in Federal Way, WA

Patient Services Rep

Tukwila, WA · On-site

$19.75 - $25/hr

The PSR acts as a liaison associate for patient appointments, accommodation, and access to the ... Enter personal health information and financial information into practice management system with a ...

New

Patient Services Rep

Seattle, WA · On-site

$21.30 - $31.95/hr

The PSR acts as a liaison associate for patient appointments, accommodation, and access to the ... Enter personal health information and financial information into practice management system with a ...

Real Estate Associate

Seattle, WA · On-site

$150K - $250K/yr

Real Estate Associate Location: Seattle, WA Job Type: Full-time A nationally recognized law firm is ... representing clients in financing transactions · Experience conducting due diligence, including ...

Showing results 21-40

Associate Financial Representative information

See Federal Way, WA salary details

$11

$29

$74

How much do associate financial representative jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for associate financial representative in Federal Way, WA is $29.38, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $28.70 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.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are popular job titles related to Associate Financial Representative jobs in Federal Way, WA?

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

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

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

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

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

Infographic showing various Associate Financial Representative job openings in Federal Way, WA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $61,117 per year, or $29.4 per hour.

Patient Services Representative

Proliance Surgeons

Puyallup, WA • On-site

$19.25 - $24.25/hr

Other

Medical, Life, Retirement, PTO

Posted 23 days ago


Proliance Surgeons rating

7.8

Company rating: 7.8 out of 10

Based on 24 frontline employees who took The Breakroom Quiz


Job description

At Proliance Surgeons our patients come from all walks of life - and so do we. We hire and support people from diverse backgrounds, fostering growth and development to make Proliance a great place to work. Our unique experiences and perspectives help us deliver Exceptional Outcomes, Personally Delivered.
We are proud to offer a comprehensive and competitive benefit and pay package including health coverage, 401k with match and profit share, PTO and more! For further details regarding Benefits and Washington State Minimum Wage details please visit our careers page at www.proliancesurgeons.com/careers. Compensation during the offer process will be determined based on factors such as compensation structure, experience, qualifications, and internal equity. Be Part of Who We Are!
Position Summary
The Patient Services Representative (PSR) represent the face of Proliance Surgeons and the first impression for our patients and their loved ones. The PSR acts as a liaison associate for patient appointments, accommodation, and access to the physician. This includes booking appointments including follow-ups, greeting patients, using appropriate medical terminology while verifying eligibility, processing necessary information to support that activity, and triaging with physicians and medical assistants on acute scheduling problems.
Schedule
Working 2 12s, every Friday and Saturday from 5:30am - 6:30pm.
Key Duties and Responsibilities
The key duties and responsibilities of the Patient Services Representative include, but are not limited to:

  • Provide exemplary customer service, both in person and on the phone.
  • Greet and direct patients, vendors, and visitors.
  • Follows established protocols to schedule patient appointments, check in/verify information for established and new patients, confirm insurance/referral, ensures consent forms and all patient information are up to date in practice management software and electronic medical record systems
  • Answers multiline phone system and screens calls as necessary. Answers phones in a pleasant, timely manner, takes messages, schedules patient appointments in accordance with office scheduling policies, and directs calls/messages to appropriate staff or physicians. Identify payor source, verify insurance eligibility and financial status
  • Enter personal health information and financial information into practice management system with a high rate of accuracy; complies with federal and local laws to ensure patient privacy
  • Assist patients with check-in process, completion of paperwork or forms, when necessary
  • Proactively communicates status of appointments, wait times, or cancelled or rescheduled appointments
  • Review records for completeness, print necessary updates and put records in order
  • Review physician clinic schedule for accuracy
  • Collects and posts co-pays, coinsurances, pre-payments and balances due on patient accounts
  • Facilitate flow of patients by coordinating with medical assistants and clinical team
  • Schedule appointments, conferences and meetings in person, as requested
  • Schedule interpreters for patient appointments as needed
  • Complete duties and assist others as directed
  • Must follow all policies as introduced during new associate On-Boarding, updated real time and outlined in Associate Handbook
Education/Experience
  • High School Diploma or the Equivalent
  • 1-2 years relevant experience in public contact, preferably in medical office environment
  • Minimum 1-year front office or reception experience, medical preferred
  • Practice Management and experience (desired)
Knowledge, Skills and Abilities
  • Superior customer service
  • Great interpersonal skills; demonstrating patience, composure, and cooperation; working well with all patients, physicians and staff.
  • Adherence to all safety, risk management and precautionary procedures (OSHA/WISHA), including the consistent respect for confidentiality (HIPAA)
  • Use time efficiently, with attention to quality, detail, accuracy and completion
  • Willing and able to be flexible with working varied hours and dependable with attendance
  • Ability to remove oneself personally from given situations, remaining objective
  • Able to adapt to change, delays or unexpected events while maintaining a positive mindset
  • Clear oral and written communication
  • Ability to provide feedback to improve performance
  • Self-motivated; able to work independently, measure self against standard of excellence, overcome obstacles and challenges with little supervision
  • Ability to prepare records in accordance with detailed instructions
  • Must be able to type with speed and accuracy

Work Environment/Physical Demands
The work environment/physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable differently abled persons to perform the essential functions.

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