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Associate Financial Representative Jobs in Portland, OR

Patient Access Representative

Portland, OR · On-site

$18.25 - $23.25/hr

Assists in insurance authorization process and financial counseling functions. Shriners Portland is ... Associate in related field Compensation is determined based on years of relevant experience and ...

Sales Associate

Portland, OR · On-site

$14.50 - $19.75/hr

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 ...

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 ...

Patient Access Representative

Portland, OR · On-site

$18.25 - $23.25/hr

Assists in insurance authorization process and financial counseling functions. Shriners Portland is ... Associate in related field Compensation is determined based on years of relevant experience and ...

Sales Associate

Beaverton, OR · On-site

$14.50 - $19.75/hr

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 ...

Sales Associate

Portland, OR · On-site

$16.80 - $18/hr

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 ...

Sales Associate

Portland, OR · On-site

$16.80 - $18/hr

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 ...

Sales Associate

Beaverton, OR · On-site

$16.30 - $18/hr

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 ...

Sales Associate

Portland, OR · On-site

$18/hr

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 ...

Sales Associate

Tigard, OR · On-site

$15.50 - $18/hr

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 ...

Sales Associate

Portland, OR · On-site

$14.75 - $20/hr

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 ...

Sales Associate

Portland, OR · On-site

$14.75 - $19.75/hr

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 ...

Sales Associate

Portland, OR · On-site

$14.50 - $19.75/hr

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 ...

Showing results 21-40

Associate Financial Representative information

See Portland, OR salary details

$11

$27

$70

How much do associate financial representative jobs pay per hour?

As of Sep 4, 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 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 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:

Infographic showing various Associate Financial Representative job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $55,926 per year, or $26.9 per hour.

Deals Services - Senior Associate, Strategic Finance and FP&A, Advanced Decision Modeling (Boston/Hy

RSM

Vancouver, WA

$85K - $161K/yr

Full-time

Re-posted 6 days ago


Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Responsibilities:

  • Participate in multiple engagements within the Technical Accounting Consulting practice to provide technical accounting and financial or business advisory guidance to clients

  • Demonstrate basic to intermediate knowledge of complex financial accounting concepts

  • Commit to maintaining and developing current and effective technical accounting capabilities by leveraging extensive firm resources

  • Assist in the preparation of technical memos and other client deliverables

  • Identify performance improvement opportunities

  • Understand RSM’s service lines and work as a team in providing an integrated service delivery

  • Willingness to travel 25% of the year, depending on clients

Required Qualifications:

  • BS/BA Degree in Accounting or equivalent degree

  • 2+ years of current or recent experience in a public accounting, technical accounting or financial reporting capacity

  • Advanced written and verbal communication skills

  • Strong technical knowledge in US GAAP and/or IFRS for both public & private companies

Preferred Qualifications:

  • Experience in working on project teams related to one or more of the following areas: accounting and finance optimization, audit readiness, complex accounting analysis and consultation, new accounting standard implementation

  • CPA or equivalent certification

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $85,100 - $161,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.