Advisor Solutions Consultant; Hybrid

Job Summary

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.

• 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, and 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

• 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 (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

Location: Phoenix, AZ or Fairfield, IA – Hybrid in‑office 3 days/week

Salary Range: $75-85,000/year + bonus

• 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

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry‑leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth‑focused independent broker‑dealer, ranked among the largest and fastest‑growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor‑to‑associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee‑only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.