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Financial Solutions Advisor Jobs (NOW HIRING)

Jobtailor

Financial Solutions Advisor

Englewood, NJ · On-site

$60 - $80/hr

Learn foundational financial advisor skills * Acquire, build, and manage client relationships * Consider clients' complex financial pictures and provide advice and solutions * Work in a financial ...

Jobtailor

Financial Solutions Advisor

Concord, CA · On-site

$80 - $100/hr

* Provide comprehensive advice and customized solutions to clients to help achieve financial goals * Triage client leads and requests * Make referrals to internal business partners based on client ...

3M HEALTHCARE

Financial Solutions Advisor

Torrance, CA · On-site

$26 - $33.72/hr

Advanced client financial services specialist providing personalized advice and guidance to ... Skills Client Management Client Solutions Advisory Customer and Client Focus Referral ...

3M HEALTHCARE

Financial Solutions Advisor

Torrance, CA · On-site

$26 - $33.72/hr

Advanced client financial services specialist providing personalized advice and guidance to ... Skills Client Management Client Solutions Advisory Customer and Client Focus Referral ...

Bank of America

As a Financial Solutions Advisor Stage I (FSA I) , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry ...

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Financial Solutions Advisor information

See salary details

$29.5K

$72.7K

$84.5K

How much do financial solutions advisor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for financial solutions advisor in the United States is $72,708.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $81,000.00 per year, depending on experience, location, and employer.

What is a financial solutions advisor?

A financial solutions advisor helps clients identify their investment goals and build their portfolio for retirement. In this career, you need an in-depth understanding of investing, specifically for stocks, bonds, and mutual funds. With a generalized goal for retirement like age and income, you help clients invest and establish an action plan to make retirement possible. You need a certification or licensure to work this job, along with strong finance skills. You often are employed by banks or investment firms. However, many financial solutions advisors work freelance and are available online. Companies expect you to bring in new customers and expand their networks as part of your duties.

What are the key skills and qualifications needed to thrive as a financial solutions advisor?

To thrive as a Financial Solutions Advisor, you need a solid understanding of financial products, investment strategies, and regulatory requirements, typically supported by a degree in finance or business and relevant securities licenses (such as Series 7 and 66). Familiarity with financial planning software, CRM systems, and market analysis tools is essential for effective client management and portfolio recommendations. Strong interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor solutions to their unique goals. These competencies are critical for delivering sound financial advice, building lasting client relationships, and ensuring compliance in a highly regulated industry.

How does a financial solutions advisor typically collaborate with other departments to provide comprehensive client support?

As a Financial Solutions Advisor, collaboration with departments such as lending, wealth management, and customer service is essential to delivering holistic financial guidance. Advisors often work closely with these teams to address complex client needs, ensure seamless service delivery, and stay informed about the latest products and compliance requirements. Regular meetings and shared client reviews help coordinate strategies and maintain a unified approach, which ultimately enhances the client experience and fosters professional development.

What is the difference between Financial Solutions Advisor vs Financial Planner?

AspectFinancial Solutions AdvisorFinancial Planner
CredentialsCFP, Series 7/66, insurance licensesCFP, Series 7/66, insurance licenses
Work EnvironmentFinancial institutions, banks, advisory firmsIndependent practice, advisory firms, banks
Primary FocusOffering financial products and solutionsComprehensive financial planning and wealth management
Employer & Industry UsageUsed by banks, brokerages, financial firmsUsed by independent advisors, firms, banks

Financial Solutions Advisors and Financial Planners often share credentials and work environments, but their focus differs. Financial Solutions Advisors primarily offer specific financial products and solutions, while Financial Planners provide comprehensive financial planning services. Both roles are vital in the financial industry, serving different client needs.

More about Financial Solutions Advisor jobs

What cities are hiring for Financial Solutions Advisor jobs?

Cities with the most Financial Solutions Advisor job openings:

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The top employers for Financial Solutions Advisor jobs are:

What states have the most Financial Solutions Advisor jobs?

States with the most job openings for Financial Solutions Advisor jobs include:

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The top searched job categories for Financial Solutions Advisor jobs are:

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For Financial Solutions Advisor jobs, the most frequently searched job titles are:

Financial Solutions Advisor jobs near you
Infographic showing various Financial Solutions Advisor job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $72,708 per year, or $35 per hour.

Financial Solutions Advisor

Jobtailor

Englewood, NJ • On-site

$60 - $80/hr

Other

Posted 4 days ago

Job description

  • Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
  • Learn foundational financial advisor skills
  • Acquire, build, and manage client relationships
  • Consider clients’ complex financial pictures and provide advice and solutions
  • Work in a financial center to deliver core banking, investment solutions, and client care
  • Progress from Financial Solutions Advisor Stage I to Stage II after demonstrating success
  • Use a defined consultative approach to identify client needs and appropriate solutions
  • Build a network with banking customers, small business owners, and higher net worth clients
  • Provide end-to-end comprehensive advice
  • Deliver client reviews and presentations
  • Recommend strategies to help clients achieve financial goals and life priorities
  • Collaborate with core banking and investment partners
  • Connect clients with Bank of America and Merrill solutions
  • Train at one financial center and potentially begin in a phone-based capacity until a permanent financial center is determined based on business needs
Requirements
  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time and capacity
  • Experience cultivating client relationships, assessing needs, and recommending solutions
  • Success creating strong peer relationships through effective communication and collaboration
  • Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment
  • Ability to execute multiple tasks simultaneously
  • Ability to learn and adapt to new technology or applications
  • Must obtain SIE within 30 days of being hired
  • Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
  • SAFE Act registration, background check, and registration process required
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