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:
- Investment Management
- Financial planning strategies
- Insurance
- Retirement solutions
- Private Client 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
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.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Skills Required
- Proven experience in sales, relationship management, or financial services consulting
- Strong knowledge of financial planning and retirement products
- 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 Series 7, 63/65, or 66 license, or willingness to obtain within the first year
- Bachelor's degree or equivalent experience
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
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