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Financial Solutions Advisor Jobs in Boca Raton, FL

Northwestern Mutual

Financial Advisor

Boca Raton, FL · On-site

$61K - $250K/yr

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

Northwestern Mutual

Financial Advisor

Fort Lauderdale, FL · On-site

$61K - $250K/yr

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

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Financial Solutions Advisor information

See Boca Raton, FL salary details

$27.9K

$68.8K

$79.9K

How much do financial solutions advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial solutions advisor in Boca Raton, FL is $68,790.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $76,600.00 per year, depending on experience, location, and employer.

How much do financial solutions advisors make?

Financial solutions advisors typically earn a median annual salary of around $60,000 to $80,000, with experienced professionals and those earning commissions or bonuses potentially making more. Salaries vary based on location, experience, certifications, and the firm they work for.

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 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.

More about Financial Solutions Advisor jobs
What are popular job titles related to Financial Solutions Advisor jobs in Boca Raton, FL? For Financial Solutions Advisor jobs in Boca Raton, FL, the most frequently searched job titles are:
What job categories do people searching Financial Solutions Advisor jobs in Boca Raton, FL look for? The top searched job categories for Financial Solutions Advisor jobs in Boca Raton, FL are:
Financial Solutions Advisor jobs near you
Infographic showing various Financial Solutions Advisor job openings in Boca Raton, FL as of August 2026, with employment types broken down into 89% Full Time, 6% Part Time, and 5% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $68,790 per year, or $33.1 per hour.

Financial Solutions Advisor - North Ft Lauderdale

Bank of America

Coral Springs, FL • On-site

Full-time

Re-posted 26 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 525 frontline employees who took The Breakroom Quiz

51st of 170 rated banks

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including 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
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.
Skills:
  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40

What Bank Of America employees say

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Benefits

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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

Year founded

1998

Social media

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