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Financial Solutions Advisor Jobs in Minnesota (NOW HIRING)

Virtual Financial Advisor

Minneapolis, MN ยท On-site

$21.64 - $37.09/hr

Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory ... Partner with Financial Advisors to develop sales, book-management, and relationship-building skills ...

Be Seen First

... and solutions to help clients work toward their long-term financial goals. Responsibilities ... Advise clients on investment and risk management strategies * Assess clients' assets, risk, and ...

Financial Advisor

Elk River, MN ยท On-site

$60K - $80K/yr

... Financial Advisor to support the expanding needs of our customers. This role offers the opportunity ... solutions that exceed expectations. * We strengthen communities: We are driven to make a positive ...

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Financial Solutions Advisor information

See Minnesota salary details

$28.9K

$71.2K

$82.8K

How much do financial solutions advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for financial solutions advisor in Minnesota is $71,211.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $79,300.00 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.

What are popular job titles related to Financial Solutions Advisor jobs in Minnesota?

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

What job categories do people searching Financial Solutions Advisor jobs in Minnesota look for?

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

Infographic showing various Financial Solutions Advisor job openings in Minnesota as of August 2026, with employment types broken down into 83% Full Time, 10% Part Time, 6% Contract, and 1% Nights. Highlights an 74% Physical, 3% Hybrid, and 23% Remote job distribution, with an average salary of $71,211 per year, or $34.2 per hour.

Financial Solutions Advisor

Western & Southern Life

Roseville, MN โ€ข On-site

Full-time

This job post hasย expired today.ย Applications are no longer accepted.


Job description

Western & Southern Financial Group is looking for a Financial Representative in Roseville, Minnesota, to help middle-income clients with financial security, risk protection, and wealth creation. Responsibilities include developing marketing plans, identifying potential clients, conducting appointments, and maintaining client relationships. Candidates should have a high school diploma, with a bachelor's degree preferred, and must possess integrity, strong work ethic, and analytical skills. This position requires a life and health license within 30 days of hire.