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Technical Solutions Advisor Jobs (NOW HIRING)

JDA

Sr Solutions Advisor, Retail & Grocery

Dallas, TX · Remote

$120K - $150K/yr

The Sr Solutions Advisor will be responsible for leading and delivering customer-focused, cost ... ability to influence both technical and executive audiences * Ability to think creatively ...

Ingrammicro

Lead and mentor junior Technical Solutions Engineers and Technical Solution Specialists ... Cultivate customer and vendor relationships to gain trusted advisor level. Represent the company at ...

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Technical Solutions Advisor information

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How much do technical solutions advisor jobs pay per year?

As of Jul 14, 2026, the average yearly pay for technical solutions advisor in the United States is $114,963.00, according to ZipRecruiter salary data. Most workers in this role earn between $116,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Technical Solutions Advisor, and why are they important?

To thrive as a Technical Solutions Advisor, you need a strong background in IT concepts, problem-solving, and customer support, often supported by a degree in computer science or a related field. Familiarity with CRM platforms, troubleshooting tools, and certifications like CompTIA A+ or Microsoft Certified Solutions Expert (MCSE) are commonly required. Excellent communication, active listening, and patience are crucial soft skills for translating technical issues into understandable solutions for clients. These skills ensure effective resolution of client issues, high customer satisfaction, and the ability to bridge gaps between technical teams and end users.

How does a Technical Solutions Advisor typically collaborate with sales and engineering teams to address client needs?

Technical Solutions Advisors play a crucial role in bridging the gap between clients, sales, and engineering teams. They work closely with sales to understand client requirements and present tailored technical solutions, often participating in client meetings or product demonstrations. Additionally, they liaise with engineering to ensure proposed solutions are feasible and align with product capabilities. This collaborative approach ensures clients receive accurate, effective solutions and helps streamline the implementation process.

What is the difference between Technical Solutions Advisor vs Technical Support Specialist?

AspectTechnical Solutions AdvisorTechnical Support Specialist
Required CredentialsTypically certifications like CompTIA, Cisco, or vendor-specific certificationsOften similar certifications, focusing on troubleshooting skills
Work EnvironmentCustomer-facing, consultative roles involving solution designHelpdesk or call center environments focused on issue resolution
Employer & Industry UsageUsed in IT consulting, enterprise solutions, and technology providersCommon in tech support, hardware/software companies
Search & Comparison IntentUnderstanding advisory roles, solution design, and customer interactionFocus on troubleshooting, issue resolution, and technical support

The main difference is that Technical Solutions Advisors focus on providing tailored technical solutions and consulting to clients, often involving solution design and strategic advice. In contrast, Technical Support Specialists primarily handle troubleshooting and resolving technical issues. Both roles require similar certifications and work in related environments, but their core responsibilities differ in scope and customer interaction level.

What does a Technical Solutions Advisor do?

A Technical Solutions Advisor is responsible for providing expert guidance to clients or internal teams on how to implement and optimize technology solutions. They analyze business needs, recommend appropriate technical products or services, and assist with troubleshooting or problem resolution. Their role often involves collaborating with both technical and non-technical stakeholders to ensure that solutions are effective, scalable, and aligned with organizational goals. Technical Solutions Advisors may also provide product demonstrations, training, and ongoing support to ensure successful adoption.
More about Technical Solutions Advisor jobs
What job categories do people searching Technical Solutions Advisor jobs look for? The top searched job categories for Technical Solutions Advisor jobs are:
Technical Solutions Advisor jobs near you
Financial Solutions Advisor - Participant Services

Financial Solutions Advisor - Participant Services

Bank of America

Pennington, NJ • On-site

$65K - $85K/yr

Full-time

Retirement, PTO

Re-posted 19 hours ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 520 frontline employees who took The Breakroom Quiz

44th of 149 rated banks

Job description

Job Description:

Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based conversations to provide education and guidance when they need us most - whether they are transitioning from another job, just starting out in the workforce, building a family or transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide service/education to active and separated Merrill 401k and Equity Plan Participants. They set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. If you are interested in growing a long term career in finance, passionate about delivering client centric solutions, want the ability to learn more about markets, and investments, the Participant Services Financial Solutions Advisor is the ideal role for you.

We'll help you:

Further strengthen participant relationships by anticipating needs, ex ceeding service expectations and following through on commitments

Demonstrate knowledge of investments and financial markets and apply key principlesappropriately to the individual participant's investment needs

Consistently identify participant opportunities and engage key partners as needed

Ability to grasp and apply complex technical material quickly

Required Qualifications

Series 7, and 66 or equivalent required

Passion for excellence and willingness to work to exceed client expectations

Strong computer skills with an ability to multitask in a fast paced environment

Enterprise 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

Additional Skills Needed:

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)Pay and benefits informationPay range$65,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis 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.

What Bank Of America employees say

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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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