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

• 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

What We Are Looking For

• 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. 

• 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 here. 

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.