Client Solutions Consultant
Listed on 2026-07-13
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Sales
Financial Sales
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.
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.
Key Responsibilities- Build and maintain strong relationships with existing Cambridge Financial Advisors to support their business growth
- Proactively identify client needs and recommend solutions across:
- 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
Why Cambridge?Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
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
You can find more details about our comprehensive benefits package.
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