Location: Phoenix, AZ
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 Deliverables and 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
- Additional Locations: Fairfield, IA
Job description provided by Cambridge Investment Research.
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