Business Solutions Advisor Jobs
Business Solutions Advisor jobs are open from entry-level to senior and principal across financial services, technology, healthcare, and telecom, with specializations in enterprise sales, client success, and solution architecture. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 8+ Business Solutions Advisor jobs
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.
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
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 specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
- Recommends financial advice and guidance that align with client financial goals and needs
- Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
- Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
- Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
- Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
- Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
Required Qualifications:
- Has demonstrated experience and proven success with business-to-business sales and/or small business banking
- Has strong communication skills with the ability to effectively influence clients
- Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
- Has a proven sales track record
- Can build productive partnerships and working relationships
- Is experienced with outbound phone sales
Desired Qualifications:
- Experience with financial information, spreadsheets and financial skills
- Experience with in-person customer service and sales
- Experience working with small business clients
- Experience meeting or exceeding goals
- A working knowledge of small business products and services
- Bilingual skills
Skills:
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Referral Identification
- Risk Management
- Client Experience Branding
- Credit Documentation Requirements
- Credit and Risk Assessment
- Pipeline Management
- Referral Management
- Attention to Detail
- Collaboration
- Issue Management
- Prospecting
- Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators
Shift:
1st shift (United States of America)Hours Per Week:
40Job 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.
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
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 specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:
- Recommends financial advice and guidance that align with client financial goals and needs
- Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
- Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
- Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
- Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
- Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience
Required Qualifications:
- Has demonstrated experience and proven success with business-to-business sales and/or small business banking
- Has strong communication skills with the ability to effectively influence clients
- Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
- Has a proven sales track record
- Can build productive partnerships and working relationships
- Is experienced with outbound phone sales
Desired Qualifications:
- Experience with financial information, spreadsheets and financial skills
- Experience with in-person customer service and sales
- Experience working with small business clients
- Experience meeting or exceeding goals
- A working knowledge of small business products and services
- Bilingual skills
Skills:
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Referral Identification
- Risk Management
- Client Experience Branding
- Credit Documentation Requirements
- Credit and Risk Assessment
- Pipeline Management
- Referral Management
- Attention to Detail
- Collaboration
- Issue Management
- Prospecting
- Relationship Building
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators
Shift:
1st shift (United States of America)Hours Per Week:
40Business Solutions Advisor Jobs by Experience Level
See All 8 Business Solutions Advisor Jobs
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Find JobsBusiness Solutions Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in business solutions advisor jobs.
- Bachelor's degree in business, marketing, or a related field
- Demonstrated experience in consultative or solution-based selling
- Proficiency with CRM platforms such as Salesforce or similar tools
- Strong ability to build and present tailored client proposals
- Experience managing a full sales cycle from prospecting to close
- Familiarity with the industry vertical the employer operates in
Tips for Your Business Solutions Advisor Job Search
Quantify your client impact on resumes
Business solutions advisor roles are results-driven, so your resume needs to show outcomes, not just duties. Highlight revenue influenced, accounts retained, or deal cycles shortened. Hiring managers in this role scan for numbers before they read job descriptions.
Tailor applications to vertical-specific openings
A business solutions advisor posting at a fintech firm expects fluency in payment systems or lending workflows, while a healthcare opening wants familiarity with EHR integration. Read each posting for the vertical, then mirror that language in your cover letter and resume summary.
Apply early to roles that fit
Migrate Mate lists business solutions advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a consultative discovery story
Interviewers for this role routinely ask you to walk through how you uncovered a client's core problem and built a solution around it. Prepare two or three real examples where you led discovery, identified gaps, and translated them into a recommended approach.
Research the company's product depth before interviews
Business solutions advisors are expected to map products to client pain points on day one. Before your interview, learn the full product portfolio, not just the flagship offering. Interviewers notice candidates who ask intelligent questions about edge-case use cases or integrations.
Negotiate against your full value, not just base pay
Offers for this role often include variable compensation tied to quotas or renewals. Before accepting, clarify how the variable component is calculated, what the realistic attainment rate looks like, and whether territory or account assignment affects your upside.
Business Solutions Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most business solutions advisors?
Bank of America, Insperity, and Mercedes-Benz are hiring the most business solutions advisors right now, with openings concentrated in California, Georgia, and New Jersey, based on current listings on Migrate Mate as of November 2026. Demand tends to be highest at firms expanding their enterprise or mid-market client segments.
How many business solutions advisor jobs are remote?
About 0% of business solutions advisor openings are fully remote or hybrid as of November 2026, with remote availability skewing highest in software and technology verticals. Roles that involve on-site client presentations or complex hardware deployments are more likely to require in-person presence or regional travel.
How do you become a business solutions advisor?
Most business solutions advisors start by building a foundation in sales, account management, or customer success, then develop product and industry expertise in a specific vertical. Earning a CRM certification or a consultative sales credential strengthens your candidacy. Moving into the role typically requires showing you can run a full discovery conversation and connect a product to a measurable client outcome.
Can you get a business solutions advisor job with little experience?
Yes, some employers hire candidates with limited direct experience if they demonstrate strong consultative instincts and product curiosity. Entry points often include inside sales associate or customer success roles at the same company, which let you build familiarity with the product and client base before transitioning into a solutions advisory position. Highlighting internships, project work, or any client-facing responsibility strengthens an early-career application.
What does the business solutions advisor interview process look like?
The process typically starts with a recruiter screen focused on your background and experience with client-facing sales. A hiring manager interview follows, usually including a situational question about how you approached a complex client problem. Final rounds often include a mock discovery call or presentation where you map a product to a fictional client's needs, testing how you think through solutions under realistic conditions.
Where can I find and apply to business solutions advisor jobs?
You can find and apply to business solutions advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Search for roles that match your experience level and industry focus, then apply directly to each listing that fits your background.
See All 8 Business Solutions Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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