What are the responsibilities and job description for the Client Solutions Consultant position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
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
Salary Range: $75-85,000/year bonus
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
Company Overview
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.
Key Deliverables and Responsibilities
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:
- 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
- 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
Salary Range: $75-85,000/year bonus
Why Cambridge?
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
- Eleven paid holidays
Company Overview
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.
Salary : $75,000 - $85,000