Client Solutions Consultant

Cambridge Investment Research, Inc. • Phoenix, AZ

10d • $75,000 - $85,000 • Hybrid

About The Position

Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with existing Cambridge Financial Advisors. This role is ideal for a sales professional who thrives in a relationship-focused environment and enjoys helping advisors deliver comprehensive financial solutions to their clients. As a Client Solutions Consultant, you will act as a trusted partner—proactively identifying opportunities and recommending tailored solutions across financial planning, retirement products, and Cambridge Source offerings.

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

Nice To Haves

• FINRA licenses (e.g., Series 7, 63/65 or 66) preferred or willingness to obtain within first year of employment
• Bachelor’s degree or equivalent experience preferred

Responsibilities

• Build and maintain strong relationships with existing Cambridge Financial Advisors to support their business growth
• Proactively identify client needs and recommend solutions across: Financial planning strategies, Retirement solutions, Cambridge Source offerings
• Drive adoption and utilization of Cambridge products and platforms
• Conduct consultative outreach (phone, virtual, and in-person) to educate advisors on 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/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree