Client Solutions Consultant

Cambridge Investment Research, Inc. • Phoenix, AZ

10d

About The Position

Cambridge Investment Research is seeking a driven, consultative Client Solutions Consultant to support and grow relationships with existing Cambridge Financial Advisors. The role is suited to a sales professional who thrives in a relationship-focused environment and enjoys helping advisors deliver comprehensive financial solutions to their clients.

The Client Solutions Consultant acts as a trusted partner by proactively identifying opportunities and recommending tailored solutions across financial planning, retirement products, and Cambridge Source offerings. The position involves advisor outreach by phone, virtually, and in person, collaboration with internal partners, and travel of up to 25% to meet with advisors and attend events as needed.

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. Its support includes compliance, technology, and transaction processing services for advisors and their offices.

Requirements

• Proven experience in sales, relationship management, or financial services consulting.
• Strong knowledge of financial planning and retirement products.
• Demonstrated ability to influence and consult with clients in a sales-driven environment.
• Excellent communication, presentation, and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• FINRA licenses such as Series 7, 63/65, or 66 are preferred, or willingness to obtain them within the first year of employment.

Nice To Haves

• Bachelor’s degree or equivalent experience preferred.
• FINRA licenses such as Series 7, 63/65, or 66 preferred.

Responsibilities

• Build and maintain strong relationships with existing Cambridge Financial Advisors to support their business growth.
• Proactively identify advisor needs and recommend solutions involving financial planning strategies, retirement solutions, and Cambridge Source offerings.
• Drive adoption and utilization of Cambridge products and platforms.
• Conduct consultative outreach by phone, virtually, and in person to educate advisors about available solutions.
• Collaborate with internal partners to deliver a seamless advisor experience.
• Stay current on industry trends, product knowledge, and regulatory considerations.
• Travel up to 25% to meet with advisors and attend events as needed.

Benefits

• Premium benefit package including medical, vision, dental, life, and long-term disability insurance.
• Vacation and sick time.
• 401K retirement plan with company matching program.
• Eleven paid holidays.
• Competitive benefits and a focus on work/life balance.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed