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Associate Financial Representative Jobs in Portland, OR

Peterson

Credit Representative

Hillsboro, OR · On-site

$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 ...

Peterson

Credit Representative

Hillsboro, OR · On-site

$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 ...

Direct Counsel

Environmental Associate Attorney

Portland, OR

$260K - $365K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Represent clients before federal and state regulatory agencies. * Manage multiple client matters ... project finance transactions. * Strong knowledge of major federal environmental statutes and ...

ACE Cash Express-Reid

Sales Associate

Portland, OR · On-site

$16.80 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express

Sales Associate

Hillsboro, OR · On-site

$15.25 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Sales Associate

Hillsboro, OR · On-site

$15.50 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Sales Associate

Tigard, OR · On-site

$15.50 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express

Sales Associate

Portland, OR · On-site

$14.75 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express

Sales Associate

Portland, OR · On-site

$14.50 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Sales Associate

Portland, OR · On-site

$16.80 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express

Sales Associate

Beaverton, OR · On-site

$14.50 - $19.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Sales Associate

Portland, OR

$16.80 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express-Reid

Sales Associate

Beaverton, OR · On-site

$16.30 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

ACE Cash Express

Sales Associate

Tigard, OR · On-site

$14.75 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

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Showing results 21-40

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

Associate Financial Representative information

See Portland, OR salary details

$11

$27

$70

How much do associate financial representative jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for associate financial representative in Portland, OR is $27.90, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $27.26 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 are the most commonly searched types of Financial Representative jobs in Portland, OR? The most popular types of Financial Representative jobs in Portland, OR are:
What are popular job titles related to Associate Financial Representative jobs in Portland, OR? For Associate Financial Representative jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Portland, OR look for? The top searched job categories for Associate Financial Representative jobs in Portland, OR are:
What cities near Portland, OR are hiring for Associate Financial Representative jobs? Cities near Portland, OR with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $58,040 per year, or $27.9 per hour.

Credit Representative

Peterson

Hillsboro, OR • On-site

$35.55 - $41/hr

Other

Posted 6 days ago

Job description

It's your time, make it matter.
At Peterson, we partner with our customers to build the future. For over 85 years, our peoples' work has shaped the communities where we live, where we raise our families, and where we thrive. Peterson's legacy permeates every aspect of our communities. From roads and bridges, back-up power at hospitals, fire-fighting, concerts and moving goods; we are everywhere you look. At Peterson, you don't just have a career, you have a purpose.
Our family-oriented environment is built on safety, winning, growth, and professional achievement. Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson, our family, our brand, and our values.
You have high expectations too. You are exceptionally motivated, have outstanding skills, and want your work to matter. Peterson offers competitive wages, generous benefits, and promotional opportunities at a family-owned and operated business. It's time to use your skills and passion to do work that matters!
Job Description
Peterson Cat has the immediate need for an experienced Credit Representative based at either our Hillsboro, OR or San Leandro, CA locations.
The Credit Services Representative has responsibility for monitoring and collecting company receivables with an emphasis on delinquent accounts. In addition, the individual will analyze current customer records and correspondence in order to maintain accurate records, mitigate risk, modify credit limits, resolve disputes, coordinate credit meetings with operational departments, and recommend and adhere to Corporate Credit Policies. Reps will work closely with Cat Financial in order to promote Cat Commercial as a resource and solution for Peterson's customers.
ESSENTIAL JOB FUNCTIONS
The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned.
  • Provide superior customer service in all aspects of the job.
  • Initiate credit collection efforts on delinquent accounts.
  • Develop relationships with customers in order to aid collection efforts.
  • Develop and recommend payment solutions for delinquent customers.
  • Coordinate with operational employees to aid in collection efforts.
  • Evaluate customer records and reduce/extend credit line or place credit hold based on account analysis. Responsible for monitoring additional exposure on delinquent accounts and consulting with Department Mangers, account reps and supervisor on marginal credit issues.
  • Prepare and facilitate regular credit meetings with appropriate operations personnel; review delinquent accounts and disputes.
  • Run, update, and distribute monthly reports.
  • Determine and manage accounts sent to collections and/or legal.
  • Determine charge backs and write offs of unrecoverable accounts on a monthly basis and present to supervisor, account reps and department manager.
  • Notify operational staff of items that effect cost center.
  • Prepare and file pre-liens on rental equipment as necessary and issue releases in exchange for payments. File stop notice/mechanic liens. With supervisor approval, refer to attorney, as necessary. Follow up on daily activity.
  • Recover Bad Debt through appropriate channels when necessary.
  • Reconcile assigned accounts, provide documents as requested, execute credit reference and process return mail.
  • Maintains punctual, regular, and predictable attendance.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, safely and in alignment with Peterson's core values. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Associates Degree from a fully accredited college in Business or other closely related field; and a minimum of three years of directly related experience in credit collections preferably in a heavy industrial environment; or an equivalent combination of education and work experience.
CERTIFICATES, LICENSES, REGISTRATIONS
N/A
The California hourly pay range for this position is: $35.55- $41.00. We also offer a total compensation package in addition to base salary.
Peterson Holding Company is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.

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