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Financial Services Representative Jobs in Washington

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$13

$28

$49

How much do financial services representative jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for financial services representative in Washington is $28.58, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $32.69 per hour, depending on experience, location, and employer.

What is a financial services representative?

As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.

What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.

What are some common challenges financial services representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

More about Financial Services Representative jobs

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For Financial Services Representative jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Financial Services Representative jobs in Washington look for?

The top searched job categories for Financial Services Representative jobs in Washington are:

What cities in Washington are hiring for Financial Services Representative jobs?

Cities in Washington with the most Financial Services Representative job openings:

What are popular job titles related to Financial Services Representative jobs in WA?

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

Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 13% Part Time, 2% Temporary, and 8% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $59,442 per year, or $28.6 per hour.

Financial Services Representative I

Suitland, MD • On-site

Andrews Federal Credit Union
Finance and Insurance • 201 - 500 employees
Learn more about Andrews Federal Credit Unionexternal

$21.75 - $27/hr

Full-time

Medical, Retirement

Posted 21 days ago

Job description

Are you ready for an exciting career in the financial services industry? If so, Andrews Federal is the place for you! Andrews Federal is a transformative, international financial institution, proud to serve our military and communities. Our top priority remains to help our members achieve financial wellness.
With a positive workplace culture embedded in every aspect of our DNA, our organization has been certified as a Great Place to Work for 3 years. Andrews Federal offers a highly competitive compensation and benefits package to maintain a happy and healthy workforce.
As our organization continues to thrive, we seek a highly motivated workforce that is not afraid to provide innovative solutions within the financial services industry. Our leaders encourage collaboration and new ideas as we continue to serve our global membership.
Some of the perks of working at Andrews Federal include:
  • 12 paid holidays a year including your birthday
  • Affordable healthcare plans and Employer Paid FSA accounts
  • Career development, training opportunities, career coaching, and tuition reimbursement
  • Retirement plans with a competitive matching option
  • Childcare stipend to help working families

Purpose of Position
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service, and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organizations core values.
Essential Duties
  • Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
  • Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deductions options, and other related services.
  • Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
  • Responds to member's requests, problems, and complaints and/or directs them to the proper person for specific information or assistance.
  • Build positive relationships with other lines of business by interacting with other business units.
  • Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
  • Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
  • Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
  • Volunteer for SEG sign-ups and other credit union activities.
  • Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Required KSAs
  • High school diploma or GED.
  • Must have 2 years experience in a sales/service role within the financial services industry or other types of retail businesses.
  • Excellent interpersonal, verbal and written communication skills.
  • Knowledge of how the financial markets impact the financial services industry and excel at representing Credit Union products and operations.
  • Minimal travel amongst branches may be required.

Pay Range
  • $21.75 to $27.00

Physical Requirements
  • Ability to sit at a desk and computer for extended periods.
  • Ability to lift up to 20 pounds.

In accordance with the Americans with Disabilities Act, requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

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