Top 400 Financial representative Jobs in Olympia, Wa

Financial Advisor
WSECU —Olympia, WA
- $54,252 a year
- Online Application
- Hybrid work
- Background check
- Mid-level
- Office
- Paid holidays
- Disability insurance
Insurance Agent - Olympia, WA
COUNTRY Financial —Olympia, WA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Outside Sales Representative
Pioneer Builder's Supply —Tacoma, WA
- From $55,000 a year
- Full-time
- Clean driving record
- Mid-level
- Driver's License
- Health savings account
- Health insurance
14d
Insurance Agent - Yelm, WA
COUNTRY Financial —Yelm, WA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Lakewood, WA
COUNTRY Financial —Lakewood, WA
- Full-time
- Mid-level
- Office
- Bachelor's degree
Sales Representative + Sign-on Bonus
DaBella —Olympia, WA
- $70,000 - $90,000 a year
- Full-time
- Spanish
- Driver's License
- Travel
- Paid training
- Health savings account
Quick Apply
In-Home Sales Representative ($100k+ Uncapped earning potential)
TerraFirma Foundation Systems —Olympia, WA
- $100,000 - $300,000 a year
- Full-time
- Background check
- System design
- Mid-level
- Paid training
- Health savings account
Quick Apply
22h
Licensed Life Insurance Agent/Financial Consultant serving JBLM
Armed Forces Benefits Network —Lakewood, WA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Customer service
- Organizational skills
- No travel
- Flexible schedule
- Life insurance
Quick Apply
Inside Sales Representative - Industrial Supplies ($19/hr)
COASTAL CONTRACTORS SUPPLY —Olympia, WA
- $19 - $100 an hour
- Part-time
- Office
- In-person
- Communication skills
- Paid training
- Paid holidays
Quick Apply
21h
First Responder Sales Representative
Consolidated Assurance —Washington State
- $100,000 - $300,000 a year
- Full-time
- No experience needed
- Travel
- Entry level
Quick Apply
Maintenance Sales Representative
Trotter & Morton Group of Companies —Lacey, WA
- $80,000 - $100,000 a year
- Clean driving record
- Writing skills
- Research
- Health insurance
- Cell phone reimbursement
Quick Apply
7d
Outside Sales Representative - Waterworks
ICONIX Waterworks —Tumwater, WA
- $80,000 a year
- Full-time
- Clean driving record
- Up to 50% travel
- Construction site
- AD&D insurance
- Paid holidays
Sales Development Representative
WatchMeGrow —Lacey, WA
- From $50,000 a year
- Full-time
- Hybrid work
- Google Workspace
- No background check
- Research
- Health insurance
- Dental insurance
Quick Apply
Part Time - Member Consultant I or II (Personal Banker) - Lacey Branch
WSECU —Lacey, WA
- $21.50 - $30.06 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
5d
Bilingual Multi-Location Customer Service Specialist (Spanish)
Sherwin-Williams —Olympia, WA
- From $24 an hour
- Part-time
- 18 years or older
- Merchandising
- Mid-level
- Paid holidays
- Military leave
Automotive Sales Representative
Tacoma Dodge Chrysler Jeep Ram —Tacoma, WA
- $41,600 - $120,000 a year
- Full-time
- Sales
- Dealership
- Inventory management
- Disability insurance
- Health insurance
Quick Apply
Financial Services Professional - Hybrid Remote (WA)
Bankers Life —Tacoma, WA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Remote Inside Sales Representative
Liberty Mutual Insurance —Washington State
- $55,000 - $75,000 a year
- Full-time
- Remote
- Customer service
- Organizational skills
- Typing
- Paid training
- Health insurance
Service Representative
Pioneer Builders Supply —Tacoma, WA
- $19.82 - $23.00 an hour
- Full-time
- Clean driving record
- Driver's License
- Computer skills
- Profit sharing
- Health insurance
Sales Representative
Relm West Labels and Packaging —Lakewood, WA
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- High school diploma or GED
- Travel reimbursement
- Mileage reimbursement
Quick Apply
6d

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financial representative jobs near olympia, wa

Financial Advisor

WSECU -
Olympia, WA

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Job Details

Full-time
$54,252 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
401(k) 5% Match
Employee assistance program
Vision insurance
Employee discount
Life insurance

Qualifications

Life Insurance License
Financial sales
Confidential information handling
Phone communication
Series 7
FINRA License
Productivity software
Experience practicing in the securities industry
Client interaction via phone calls

Full Job Description

This is a unique opportunity to step into an established book of business through a planned two-year transition with a retiring Financial Advisor. As a Financial Advisor, you’ll partner with clients to help manage every aspect of their financial lives by providing personalized guidance, education, and customized financial planning and investment solutions. If you’re passionate about building trusted relationships and helping clients achieve their financial goals, we invite you to join our team.

Your day might include:

Developing and maintaining a clientele of investment clients, through the approved product list of our broker dealer, offering non-deposit investment accounts to Credit Union membership
Helping identify opportunities to help members achieve various financial goals
Developing a member experience that corresponds to maintaining a book of business
Working with front line (branch and Contact Center) and other lines of business to increase member penetration for investments
Conducting financial education seminars to grow clientele
Keeping up to date in market knowledge, financial planning, technology, and wealth management tools to best serve membership
Achieving and surpassing annual revenue goal
Facilitating advisory business to develop constant level of recurring income
Working with branch partners to help them achieve their annual goal
Preparing and maintaining proper documentation, reporting and recording within the company CRM system in accordance with established procedures and compliance needs
Responding in a timely manner to all questions of suitability from Broker Dealer and OSJ
Keeping up to date with all required continuing education from Regulatory, Broker Dealer and Credit Union
Representing WSECU Investment Management and WSECU by presenting a positive and professional image
Contributing new ideas and strategies to improve production and work processes
Assisting in championing the investment department enterprise wide

What you bring to the team:

Bachelor’s degree in business, Accounting, economics or Finance or equivalent work experience
Three (3) or more years of experience in a financial sales position
FINRA Series 7, 63, 65 or 66 and state life and health insurance licenses or ability to obtain within six months
Satisfactory background check and clean record with securities regulations bodies
Well-developed interpersonal, written and telephone communication skills
Ability to calculate figures and percentages. Ability to collect and analyze data
Microsoft Office Suite proficiency, ability to work under pressure, and the ability to handle sensitive information

Competitive pay: Earnings $54,252/annually plus commissions, plus an annual discretionary incentive plan

Where we’re located: 330 Union Ave SE, Olympia, WA 98501. Fully onsite.

When you’d work: Monday through Friday 8:30 am to 5:30 pm, full-time minimum 40 hours per week, with scheduling flexibility to meet service needs for this exempt position.

Perks: Here are a few benefits and perks we offer:

Medical, Dental, Vision, and Life Insurance with Premiums options covered by WSECU
Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
Part-Time employees accrue general leave, on a monthly basis
11 Paid Holidays
Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees
Employer paid Long Term Care plan for Part-Time employees
401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service
Paid Volunteer Leave
Tuition Assistance
Employee Assistance Program & Employee Discounts
And, you get to work with some awesome people!

WSECU was named to the Forbes Best-In-State Credit Union list in 2026, making us the only credit union in Washington to earn this recognition six years in a row!

IND1

#LI-Hybrid

We look forward to reviewing your application!

All applicants must include a resume.
Visa sponsorship not available.
Contact us at 360-754-2118 with any questions.

We champion our employees’ unique differences because we believe diversity is critical to the success of our members and the communities we serve. We’re proud to provide a workplace based on equality and do not discriminate based on race, color, religion, creed, national origin, ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, or any other legally recognized protected basis under federal, state or local law.

Accommodations are available for applicants with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 360-754-2118 or email us for assistance.

Apply Now

Refine Your Search

financial representative jobs in olympia, wa

Financial Advisor

Insurance Agent - Olympia, WA

Outside Sales Representative

Insurance Agent - Yelm, WA

Insurance Agent - Lakewood, WA

Sales Representative + Sign-on Bonus

In-Home Sales Representative ($100k+ Uncapped earning potential)

Licensed Life Insurance Agent/Financial Consultant serving JBLM

Inside Sales Representative - Industrial Supplies ($19/hr)

First Responder Sales Representative

Maintenance Sales Representative

Outside Sales Representative - Waterworks

Sales Development Representative

Part Time - Member Consultant I or II (Personal Banker) - Lacey Branch

Bilingual Multi-Location Customer Service Specialist (Spanish)

Automotive Sales Representative

Financial Services Professional - Hybrid Remote (WA)

Remote Inside Sales Representative

Service Representative

Sales Representative

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All applicants must include a resume.
Visa sponsorship not available.
Contact us at 360-754-2118 with any questions.

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financial representative jobs in olympia, wa

I want to receive the latest job alert for financial representative in olympia, wa

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We look forward to reviewing your application!

All applicants must include a resume. Visa sponsorship not available. Contact us at 360-754-2118 with any questions.

All applicants must include a resume.
Visa sponsorship not available.
Contact us at 360-754-2118 with any questions.