Financial Services Representative Jobs in Washington
Financial services representative jobs in Washington are concentrated in Seattle, Bellevue, and Spokane, where firms like Waddell & Reed, Edward Jones, and Washington Federal maintain active hiring across retail banking, wealth management, and insurance sales. Demand runs from entry-level client service roles to senior licensed advisors, reflecting the state's deep financial services sector anchored by major banks, credit unions, and independent broker-dealers. Retirement planning, investment product sales, and commercial banking services are consistently among the most sought-after specialties. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 6+ Financial Services Representative jobs
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Salary Pay Range: 13
: $49,284 - $73,391 annuallySalary Pay Range: 14
: $45,633 - $66,624 annuallySalary Pay Range: 15
: $42,254 - $60,844 annually Benefits:- Short-term and long-term incentives
- Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
- 401(k) plan with a 5% match
- Employee Assistance Program (EAP)
- Life and disability coverage
- Voluntary cash benefits for accident, hospitalization and critical illness
- Tuition Reimbursement
- Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
- Click here to view Global’s comprehensive Benefits Programs
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Salary Pay Range: 13
: $49,284 - $73,391 annuallySalary Pay Range: 14
: $45,633 - $66,624 annuallySalary Pay Range: 15
: $42,254 - $60,844 annually Benefits:- Short-term and long-term incentives
- Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
- 401(k) plan with a 5% match
- Employee Assistance Program (EAP)
- Life and disability coverage
- Voluntary cash benefits for accident, hospitalization and critical illness
- Tuition Reimbursement
- Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
- Click here to view Global’s comprehensive Benefits Programs
See All 6 Financial Services Representative Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Financial Services Representative Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
What Washington Employers Look For
The qualifications that appear most often in financial services representative jobs across Washington.
- Active FINRA Series 6 or Series 7 license registered in Washington State
- Washington State insurance producer license for life, health, or variable products
- Bachelor's degree in finance, business, economics, or a related field
- Demonstrated experience with client relationship management and financial product sales
- Proficiency with CRM platforms and financial planning or portfolio management software
- Strong verbal communication skills and ability to explain financial products to clients
Financial Services Representative Jobs in Washington: Frequently Asked Questions
How do you become a financial services representative in Washington?
Most financial services representative roles in Washington require passing FINRA licensing exams, most commonly the Series 6 or Series 7, before you can sell investment products to clients. FINRA registration is handled through your sponsoring employer, who files your U4 application. Washington State also requires a separate insurance producer license, issued by the Washington State Office of the Insurance Commissioner, for roles involving life, health, or variable annuity products. A bachelor's degree in finance or business is the standard educational baseline.
Which companies hire financial services representatives in Washington?
Employers hiring financial services representatives in Washington right now include Global Credit Union, State Farm, and Whitman Hospital and Medical Clinics, based on current listings on Migrate Mate as of September 2026. Washington's concentration of regional banks, credit unions, and independent broker-dealers means hiring activity is distributed across both the greater Seattle metro and secondary markets like Spokane and Tacoma.
Which Washington cities have the most financial services representative jobs?
Colfax, Renton, and Olympia have the most financial services representative openings in Washington. Seattle and Bellevue lead because they are home to the state's largest banks, wealth management firms, and insurance company regional offices, while Spokane draws consistent demand as the economic hub of eastern Washington, supported by community banks, credit unions, and a growing professional services sector.
How can I get hired as a financial services representative in Washington with little or no experience?
The most realistic entry point is a client service associate or personal banker role at a Washington-based bank or credit union such as Washington Federal, BECU, or Banner Bank, where employers routinely hire candidates without prior financial sales experience and then sponsor FINRA licensing. Large national firms with Seattle-area offices, including Edward Jones and Northwestern Mutual, run structured new-advisor development programs that pair training stipends with licensing support for candidates coming from unrelated fields. Completing your Series 6 exam on your own before applying, even without an employer sponsor, signals commitment and can accelerate hiring decisions.
Where can I find and apply to financial services representative jobs in Washington?
You can find and apply to financial services representative jobs in Washington on Migrate Mate, which lists current Washington openings updated in real time. Search the listings, identify the roles that match your license level and preferred specialty, and apply directly to the ones that fit your background.
See All 6 Financial Services Representative Jobs in Washington
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