Solutions Advisor Jobs
Solutions Advisor jobs are open across SaaS, financial services, healthcare, and enterprise technology, from entry-level to senior and team-lead roles, with specializations in pre-sales consulting, customer success, and technical advisory. See the openings below and apply to the ones that match your experience.
Find Solutions Advisor JobsOverview
Showing 5 of 288+ Solutions Advisor jobs
Job Description:
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; FINRA.
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, 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
Schedule:
- Monday – Fridays and rotating Saturdays
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.
Minimum Education Requirement:
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
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.
Shift:
1st shift (United States of America)Hours Per Week:
40Job Description:
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; FINRA.
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, 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
Schedule:
- Monday – Fridays and rotating Saturdays
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.
Minimum Education Requirement:
Skills:
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
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.
Shift:
1st shift (United States of America)Hours Per Week:
40See All 288+ Solutions Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Solutions Advisor JobsSolutions Advisor Job Market
Who's Hiring
- Bank of America242
- PNC Financial Services6
- Smart Home Security3
- CCC Intelligent Solutions3
- eDist2
Top Industries Hiring
- Banking & Financial Services36
- Manufacturing1
- Technology & Software1
What Employers Look For
The qualifications that appear most often in solutions advisor jobs.
- Two or more years of experience in a consultative sales or pre-sales role
- Demonstrated ability to conduct discovery calls and map solutions to customer needs
- Proficiency with CRM platforms such as Salesforce to manage pipeline and activity
- Strong written and verbal communication skills for client-facing presentations and proposals
- Bachelor's degree in business, communications, or a related field
- Experience collaborating with technical teams to scope and deliver customer solutions
Tips for Your Solutions Advisor Job Search
Tailor your resume to the sales cycle
Solutions advisors sit at the intersection of sales and consulting, so your resume should show both. Highlight moments where you translated a prospect's pain point into a product recommendation that moved a deal forward, not just closed it.
Certify in the platforms you pitch
Many solutions advisor postings list platform certifications as preferred or required. Earning a vendor credential in Salesforce, HubSpot, or a relevant industry platform signals hands-on fluency that a generalist sales background alone won't communicate to hiring managers.
Apply early to roles that fit
Migrate Mate lists solutions advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by vertical, not just title
Solutions advisor roles in fintech require different domain knowledge than those in healthtech or logistics. Search by industry vertical alongside the title so you're applying to openings where your existing domain experience gives you a concrete edge in the interview.
Prepare a discovery-call demonstration
Interviewers for solutions advisor roles frequently run a mock discovery call or ask you to walk through how you'd qualify a prospect. Practice narrating your diagnostic questions out loud so your process sounds natural, not scripted, under live interview pressure.
Negotiate on scope, not just base pay
Solutions advisor offers often include territory size, quota, and product coverage as negotiable terms. Before accepting, clarify which accounts or verticals you'll own and whether the quota is tied to net-new or expansion revenue, since these affect your realistic earnings more than base alone.
Solutions Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most solutions advisors?
Bank of America, PNC Financial Services, and Smart Home Security are hiring the most solutions advisors right now, with openings concentrated in California, Florida, and Texas, based on current listings on Migrate Mate as of November 2026. Demand is especially high at SaaS companies and enterprise technology vendors scaling their go-to-market teams.
How many solutions advisor jobs are remote?
About 41% of solutions advisor openings are fully remote or hybrid as of November 2026, reflecting the role's heavy reliance on video-based discovery calls and virtual demos. Customer success and post-sales advisory positions within the role tend to have the highest share of fully remote arrangements.
How do you become a solutions advisor?
Start by building consultative sales experience in an inside sales, account management, or business development role where you're expected to diagnose customer needs rather than pitch features. Develop fluency in at least one CRM platform, earn a relevant vendor or platform certification, and practice structured discovery frameworks. Transitioning from customer success or technical support into a solutions advisor title is a common path because it builds the same client-diagnostic skills.
Can you get a solutions advisor job with little experience?
Yes, some companies hire into entry-level solutions advisor or associate solutions consultant roles, particularly in SaaS startups that value communication skills and product curiosity over years of experience. Demonstrating that you can run a structured conversation, ask qualifying questions, and connect a product capability to a business problem in an interview will matter more than a long resume. Certifications and familiarity with the company's product category strengthen an entry-level application considerably.
What does the solutions advisor interview process look like?
Most solutions advisor interview processes include a recruiter screen, a hiring manager conversation focused on your sales methodology and domain knowledge, and at least one practical exercise such as a mock discovery call or a product demo to a panel. Final rounds often involve a cross-functional interview with a sales leader or customer success manager. Expect questions about how you handle objections, structure a needs assessment, and collaborate with technical colleagues to scope a solution.
Where can I find and apply to solutions advisor jobs?
You can find and apply to solutions advisor jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and industry focus, then apply directly to each listing that fits.
See All 288+ Solutions Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Solutions Advisor Jobs