Overview

Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for assisting and coordinating with financial professionals to join the Strategic Planning and Innovation Department for a full time Financial Planning Experience Consultant in either our Fairfield, Iowa or Phoenix, Arizona office. 

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development and work-life balance makes this a one-of-a-kind opportunity. Cambridge is a multiple-time Top Workplace Iowa and Top Workplace USA winner as voted on by our associates2. We are recognized among the leading firms in the financial advice industry as we serve over 3,800 independent financial professionals³ and hundreds of thousands of their investing clients across the country.

1 Cambridge and its predecessor broker-dealer

2The Top Workplace in Iowa recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at https://topworkplaces.com/resources/national-top-workplaces-methodology/

³As of December 31, 2022

Essential Duties

• Consult with internal and external customers, provide guidance on financial planning tools and product offerings to foster long-term relationships
• Answer and problem-solve incoming telephone, voicemail, e-mail and occasionally in-person requests professionally and courteously including escalated requests
• Act as a primary contact for all operational and service activities related to departmental systems; interfacing with outside vendor(s); and providing information and reports related to departmental systems upon request
• Communicate internal policies and procedures, as well as external policies and procedures to financial professionals and employees, ensure policies/procedures are being followed and inform management of potential violations
• Assist with development and implementation of new and improved procedures to streamline service processes
• Maintain working industry knowledge of key topics and continuing education

Education & Experience

Two or more years of related experience, education and/or training.

Compensation: $42,000-$48,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success. 

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Profit Sharing Plan
• Eleven paid holidays

You can find more details about our comprehensive benefits package here.