Financial Solutions Advisor

1 week ago


Seattle, Washington, United States Disability Solutions Full time
Company Overview

We are Disability Solutions, a leading provider of financial services. Our mission is to help individuals achieve their financial goals and improve their lives through responsible growth.

We strive to create a diverse and inclusive workplace that values our teammates' contributions. We invest in their growth and well-being, offering competitive benefits to support their physical, emotional, and financial health.

We believe in the importance of teamwork and flexibility. Our approach to work-life balance allows employees to thrive in their roles while enjoying a healthy work environment.

In this role, you will have the opportunity to learn, grow, and make a genuine impact on our business and the communities we serve.

Job Description

This position is a bridge between banking and brokerage, requiring a general awareness of core banking and investment solutions. As a Financial Solutions Advisor Stage I, your primary responsibilities include:
  1. Providing comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
  2. Conducting client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions.
  3. Engaging with customers in the lobby, sharing value propositions, and making referrals to appropriate internal service providers based on client needs and asset thresholds.
  4. Participating in ongoing training and interaction with the Merrill Lynch Wealth Management Complex.


  • Seattle, Washington, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled Financial Services Advisor to join our team at Edward Jones. This is an excellent opportunity for individuals who are passionate about providing exceptional client service and want to build a successful career in the financial services industry.The Financial Services Advisor will work closely with our clients to...


  • Seattle, Washington, United States Disability Solutions Full time

    About the RoleWe are seeking a skilled Financial Solutions Professional to join our team at Bank of America. In this role, you will be responsible for providing expert advice and tailored solutions to clients to help them achieve their financial goals.Key ResponsibilitiesTriage client leads and make referrals to business partners based on client needs and...


  • Seattle, Washington, United States JPMorganChase Full time

    We are actively seeking a highly skilled Financial Services Professional to join our team as a Client Advisor. As part of JPMorganChase's U.S. Private Bank, you will have the opportunity to advise families on building, preserving, and managing their wealth.Your role will involve using your knowledge of investments, financial planning, credit, and banking to...


  • Seattle, Washington, United States OneMain Financial Full time

    Job OverviewWe are seeking a highly skilled and motivated Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for delivering exceptional customer service, building strong relationships with customers, and providing financial solutions that meet their needs.This is an excellent opportunity for...


  • Seattle, Washington, United States OneMain Financial Full time

    Job OverviewThis role is an exciting opportunity to work in the financial services industry, helping customers achieve their goals and improve their financial well-being. As a Consumer Loan Sales Specialist at OneMain Financial, you will be empowered to deliver results that meet individual and branch sales goals, as well as customer expectations.You will...


  • Seattle, Washington, United States OneMain Financial Full time

    Grow Your Career with OneMain FinancialWe are seeking a highly motivated and results-driven Consumer Loan Sales Specialist to join our team. As a Consumer Loan Sales Specialist, you will play a critical role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.As a successful...


  • Seattle, Washington, United States Insight Global Full time

    Company OverviewAt Insight Global, we strive to provide top-notch financial services to our clients. As a licensed Financial Specialist, you will work as a 1099 independent contractor selling life insurance and retirement products across the Seattle and/or Portland metropolitan areas. This role offers an exciting opportunity to partner with a local agent,...


  • Seattle, Washington, United States Amazon Full time

    About the TeamThe AWS Customer Service team is responsible for providing exceptional support to customers worldwide. As an Executive Account Advisor, you will work closely with internal teams to resolve complex customer issues, provide timely and effective solutions, and maintain a high level of customer satisfaction.You will have the opportunity to work on...


  • Seattle, Washington, United States GPAC Full time

    Sr. Wealth Advisor OpportunityGPAC is excited to partner with a well-established firm in the dynamic financial services sector.This opportunity presents a talented and experienced Sr. Wealth Advisor with a chance to take their financial career to new heights, making a significant impact on people's lives.Key Responsibilities:Establish strong relationships...


  • Seattle, Washington, United States Next Level Recruiting, LLC Full time

    Job SummaryWe are seeking a highly motivated Senior Family Wealth Advisor to join our team in Seattle. This is a unique opportunity to work with a rapidly growing Registered Investment Advisor (RIA) and boutique family office, supporting wealth creators, entrepreneurs, innovators, and their families.Responsibilities and Requirements:Provide exceptional...


  • Seattle, Washington, United States Global Financial Impact - Brian Garcia Full time

    Job OverviewGlobal Financial Impact, a renowned leader in financial services, is seeking highly motivated and skilled individuals to join our team as Senior Financial Consultants. As a key player in our organization, you will play a vital role in providing top-notch financial solutions to our clients.


  • Seattle, Washington, United States Galileo Financial Technologies, LLC Full time

    About Us:We are Galileo Financial Technologies, LLC, a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are seeking a highly skilled Distributed Database Solutions Developer to join our team.The ideal candidate will have a strong background in...


  • Seattle, Washington, United States LevelTen Energy Full time

    At LevelTen Energy, we're committed to accelerating the energy transition by facilitating frictionless transactions. As the leading provider of transaction infrastructure for the renewable energy economy, our platform delivers buyers, sellers, advisors, and financiers the automation software, data management, and standardized contracts needed to facilitate...


  • Seattle, Washington, United States Edward Jones Full time

    Discover a rewarding career at Edward Jones as a Personal Financial Professional. We're seeking talented individuals to join our team and help clients achieve their financial goals.About the RoleThis is an exciting opportunity to work with a highly respected firm that prioritizes building long-term relationships with clients. As a Personal Financial...


  • Seattle, Washington, United States Symmetry Financial Group - Gary Uyemura Full time

    Symmetry Financial Group - Gary Uyemura is seeking a Financial Services Professional to join our team. In this role, you will be responsible for providing financial solutions to clients and helping them achieve their goals.The successful candidate will have excellent communication skills and be able to build strong relationships with clients. They will also...


  • Seattle, Washington, United States LHH Recruitment Solutions Full time

    Financial Services ExpertLHH Recruitment Solutions is a leading provider of recruitment solutions in Bellevue, WA.Job SummaryWe are seeking an experienced Bookkeeper to join our team on a 6-month contract basis. This position will be fully onsite at the client location.Key ResponsibilitiesFinancial Transactions: Record daily financial transactions, including...


  • Seattle, Washington, United States LHH Recruitment Solutions Full time

    About LHH Recruitment SolutionsLHH Recruitment Solutions is a leading provider of recruitment solutions, dedicated to connecting top talent with exciting career opportunities.Salary RangeThe salary for this position is $30-$35 per hour, depending on experience.Job DescriptionRole OverviewWe are seeking a highly skilled Grant Financial Manager to join our...


  • Seattle, Washington, United States Disability Solutions Full time

    Company OverviewWe are a nonprofit organization dedicated to fighting poverty, disease, and inequity around the world. Our mission is to ensure all students in the U.S. have access to educational opportunities that enable them to develop the knowledge, skills, and agency needed to thrive as adults and contribute to their communities.Role SummaryThis...


  • Seattle, Washington, United States Next Level Recruiting, LLC Full time

    About the RoleWe are seeking a dynamic leader to serve as a Senior Family Wealth Advisor in our Seattle office. As a key member of our team, you will be responsible for providing exceptional client service and facilitating the implementation of recommendations in four key areas: Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable...


  • Seattle, Washington, United States LHH Recruitment Solutions Full time

    OverviewLHH Recruitment Solutions, a leading recruitment solutions provider, is seeking a skilled Financial Accounting Specialist to join its team in Seattle, WA. As a key member of the finance team, you will play a critical role in ensuring the accuracy and integrity of financial records.Salary InformationThe estimated annual salary for this position ranges...