ZipRecruiter

Log In

1

Associate Financial Representative Jobs in Spokane, WA

TDS Telecom

Entry Level Sales Representative

Spokane, WA · On-site

$100K/yr

... health, financial well-being, and overall happiness. Join us and experience a work environment ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

TDS Telecom

Entry Level Sales Representative

Spokane, WA · On-site

$100K/yr

... health, financial well-being, and overall happiness. Join us and experience a work environment ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

TDS Telecom

Senior Direct Sales Representative

Spokane, WA · Remote

$62K - $101K/yr

... health, financial well-being, and overall happiness. Join us and experience a work environment ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

TDS Telecom

Senior Direct Sales Representative

Spokane, WA · On-site

$62K - $101K/yr

... health, financial well-being, and overall happiness. Join us and experience a work environment ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

next page

Showing results 1-20

All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Spokane, WA

Associate Financial Representative information

See Spokane, WA salary details

$10

$26

$67

How much do associate financial representative jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for associate financial representative in Spokane, WA is $26.60, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $26.01 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 Spokane, WA?

The most popular types of Financial Representative jobs in Spokane, WA are:

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

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

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

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

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

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

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Spokane, WA as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, 1% Temporary, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $55,337 per year, or $26.6 per hour.

Sr. Personal Financial Representative (Sr. Personal Banker)

GESA CREDIT UNION

Spokane, WA • On-site

$20 - $33.07/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Gesa Credit Union rating

7.0

Company rating: 7.0 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Take a leap and join our team!
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
  1. Provide exceptional member service to all whom we serve
  2. Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns.
  3. Have a core understanding of financial literacy and, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures
  4. Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate
  5. Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships
  6. Ensure branch equipment is always working properly and escalates non-repairable issues to leadership
  7. Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions
  8. Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
  9. Mentor and help train new PFRs and MSAs
  10. Proficient at understanding and completing branch audits and certifications
  11. Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader
  12. Fluidly transition between tasks as an MSA, Sr. MSA, or PFR
  13. Assist non-members with establishing membership
  14. Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
  15. Discusses IRAs and HSAs with members and non-members and meets predetermined goals
  16. Process international and domestic wire requests
  17. Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies
  18. Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits
  19. Opens consumer deposit accounts and consumer account maintenance
  20. Able to place cash orders, supply orders, balance vault cash, and maintain ATMs
  21. Review and process overrides/approvals within authority while minimizing risk
  22. Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
  23. Perform transactions and service requests on member accounts in an accurate and timely manner
  24. Accurately follow all cash handling procedures and balance cash drawer at the end of every shift
  25. Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
  26. Assist members with Digital Banking enrollment, navigation, resets, and maintenance
  27. Assist members with complex and sensitive fraud disputes

About You:
  1. Professional written and verbal communication
  2. Make sound decisions that minimizes risk in a timely manner
  3. Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
  4. Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership
  5. Respect and support all areas of diversity in the workplace and our membership
  6. Complete assigned training programs in timely and accurate manner
  7. Participate in and support a team environment
  8. Meet or exceed established service levels, job performance, and organizational goals
  9. Constantly adapt to changing priorities with a positive attitude
  10. Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work.
  11. Exercises the utmost discretion and sensitivity when assisting with member transactions.

What You Will Need:
  1. Education: High School Degree or equivalent required
  2. Experience:
    • Lending and account opening experience required
    • Sales/relationship building experience required
    • Cash handling experience preferred
    • At least one year of customer service experience preferred
  3. Notary Public
  4. Demonstrate and support credit union values and service standards
  5. Attend and engage in community events on behalf of the credit union
  6. Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements
  7. Demonstrate a high level of personal integrity and ethics
  8. Report for work on time and maintain a schedule of regular attendance
  9. Some travel may be required
  10. Proficient with varying levels of technology

Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
  • Competitive Pay
  • Medical, Dental, Vision, and Life Insurance
  • 20 days/year of Paid Time Off - Plus 10 Paid Holidays!
  • 401(k) Match
  • Incentive Program
  • Tuition Assistance and Student Loan Repayment
  • Commuter Benefits
  • Paid Time Off to Volunteer in the Community
  • Product discounts
  • Engaging Work Environment
  • Rewards and Recognition Programs

Full Salary Range:
$20.00-$33.07
*While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"
Get wise to what's possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or hrmail@gesa.com to request an accommodation.
Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Equal Employment Opportunity (gesa.com)

What Gesa Credit Union employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply