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Financial Solutions Advisor Jobs in Minnesota (NOW HIRING)

Associatedbank

Virtual Financial Advisor

Minneapolis, MN

$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 ...

Thrivent Financial

Be Seen First

Financial Advisor-Career Change Track

Burnsville, MN · On-site

$75K - $150K/yr

... 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 ...

The bank of elk river

Financial Advisor

Elk River, MN · 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 ...

Northwestern Mutual

Financial Advisor

Golden Valley, MN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Solutions Business Needs Analysis Northwestern Mutual's proprietary planning software helps you ...

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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 Aug 29, 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.

More about Financial Solutions Advisor jobs

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:

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

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

Financial Solutions Advisor jobs near you
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 Registration Candidate - Minneapolis Market

Minneapolis, MN • On-site

Bank of America
Finance and Insurance • 10K+ employees

8.2

Company rating: 8.2 out of 10

Based on 532 frontline employees who took The Breakroom Quiz

52nd of 173 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about Bank of Americaexternal

$28.85 - $33.65/hr

Full-time

PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Responsibilities:
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
    Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele

Required Qualifications:
  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time and capacity
  • Experience in cultivating client relationships, assessing needs and recommending solutions
  • Success creating strong peer relationships through effective communication and collaboration
  • Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology or applications

Desired Qualifications:
  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Skills:
  • Client Experience Branding
  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Customer and Client Focus
  • Portfolio Management
  • Prospecting
  • Referral Identification
  • Business Acumen
  • Executive Presence
  • Oral Communications
  • Risk Management
  • Trading

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MN - Minneapolis - 2700 HENNEPIN AVE (MN1102)
Pay and benefits information
Pay range
$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay
This role is compensated with a base salary and is not incentive eligible.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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Benefits

Hours and flexibility

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