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Financial Representative Jobs in Bothell, WA (6,196)

Financial Account Representative - State Farm Agent Team Member

Ericsilvers
Seattle, WA
New
Part-Time
Hourly
Health Insurance
Flexible Schedule
Icon: salary
$21 - $25 / hour

Financial Representative - State Farm Agent Team Member

State Farm
Kenmore, WA
401(k)
Icon: salary
$115k / year

Financial Representative Entry Level

Walker Region - Modern Woodmen of America
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
Icon: salary
$17 / hour

Financial Planner & Advisor - Empower Client Wealth

ProducifyX
Seattle, WA

Personal Financial Representative (Personal Banker)

Gesa Credit Union
Seattle, WA
New
Hourly
Dental Insurance
Vision Insurance
Icon: salary
$20 - $29.86 / hour

CFP Financial Planner Client-Focused Wealth Advisor

Tschetter Group
Bellevue, WA
‌

Financial Advisor

Northwestern Mutual Life Insurance
Seattle, WA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Northwestern Mutual
Seattle, WA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Wealth Advisor

Beacon Pointe
Bellevue, WA
New
‌

Wealth Advisor - Mechanics Bank

LPL Financial
Mountlake Terrace, WA
New
Icon: salary
$68.6k - $80k / year
‌

Entrepreneurial Financial Planner & Advisor

Northwestern Mutual Life Insurance
Seattle, WA
Icon: salary
$61k - $250k / year
‌

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

Thrivent Financial for Lutherans
Bellevue, WA
New
Health Insurance
Icon: salary
$70k - $105k / year
‌

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

Thrivent Financial
Bellevue, WA
New
Health Insurance
Icon: salary
$72k - $90k / year
‌

Wealth Advisor - Gesa Credit Union

LPL Financial Holdings
Lynnwood, WA
New
‌

Financial Advisor

Unavailable
Seattle, WA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Wealth Advisor: Client-Centric Financial Planning

Charles Schwab
Seattle, WA
Education
‌

Financial Advisor

First Command
Silverdale, WA
New
Hourly
‌

Strategic Financial Planner & Solutions Advisor

Bank of America
Bellevue, WA
New
Diversity Leader
Eco-Friendly
‌

Merrill Experienced Financial Advisor

Arizona Staffing
Bellevue, WA
New
‌

Merrill Experienced Financial Advisor

Bank of America
Seattle, WA
Diversity Leader
Eco-Friendly
‌

Financial Planner

Range
Seattle, WA
401(k)
PTO
Dental Insurance
Vision Insurance
Parental Leave
‌

Wealth Advisor: Shape Clients’ Financial Futures

Charles Schwab Careers
Bellevue, WA
‌

Financial Advisor: Client Planning & Wealth Growth

Northwestern Mutual
Bellevue, WA
New
Dental Insurance
Icon: salary
$790k / year
‌

Financial Advisor: Grow Client Wealth & Educate

Boutique Recruiting
Bellevue, WA
New
Health Insurance
‌

Associate Financial Advisor: Wealth Growth Track

Thrivent Financial
Bellevue, WA
New
Icon: salary
$70k - $105k / year
‌

Financial Planner

The Retirement Solution
Mill Creek, WA
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌

Future Opening: Financial Representative - State Farm Agent Team Member

Chris Jones - State Farm Insurance Agent
Kenmore, WA
401(k)
Icon: salary
$55k - $115k / year
‌

Associate Financial Representative

Modern Woodmen
Bothell, WA
New
Dental Insurance
‌

Financial Representative

6AM City
Seattle, WA
New
Entry-Level
Icon: salary
$130.5k / year
‌

Financial representative

Modern Woodmen
Seattle, WA
Dental Insurance
‌

Licensed Financial Representative - Build Futures

Modern Woodmen
Bothell, WA
New
‌

Financial Representative

Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
Icon: salary
$19 / hour
‌

Financial Representative

Tailored Management
🌎 Remote
New
Remote
Hourly
Icon: salary
$19 / hour

Job Description

Working as a Financial Representative in Bothell, WA

There are 6,196 Financial Representative opportunities available in Bothell, WA all with unique requirements.

A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.

Financial Representative jobs near Bothell, WA

  • Seattle, WA
  • Tacoma, WA
  • Bellevue, WA

Financial Representatives in Bothell, WA Resume Data

Average Experience for Financial Representatives in Bothell, WA

  • More than 10 years: 54%
  • 6-10 years: 32%
  • 3-5 years: 11%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Representatives in Bothell, WA

  • Bachelors: 40%
  • Diploma: 29%
  • Associates: 17%
  • Masters: 12%
  • Doctorate: 1%

Top Skill for Financial Representatives in Bothell, WA

  • Customer focus & orientation: 22%
  • Attention to detail: 15%
  • Customer service: 11%
  • Sales skills: 10%
  • Verbal communication: 9%
  • Administrative assistant/receptionist: 8%
  • Work style: Reliability: 8%
  • Scheduling: 6%
  • Spreadsheets with Microsoft Excel: 6%
  • Call center customer service: 5%

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