Client Solutions Consultant

Eneric Petroleum Corp.; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Premium benefits package (medical, vis

401K with company matching

Eleven paid holidays

Job summary

Cambridge Investment Research is seeking a driven Client Solutions Consultant to support and grow relationships with existing Cambridge Financial Advisors. This role suits a sales professional who thrives in a relationship-focused environment and helps advisors deliver comprehensive financial solutions to clients.

The ideal candidate will have proven sales and advisory experience, strong knowledge of financial planning and retirement products, and the ability to influence in a sales-driven

Qualifications

• Proven sales experience in financial services.
• Ability to build and nurture advisor relationships.
• Strong presentation and interpersonal skills.

Responsibilities

• Build and maintain strong relationships with Cambridge Financial Advisors to support growth.
• Identify client needs and recommend financial planning and retirement solutions.
• Drive adoption of Cambridge products and platforms with advisors.
• Conduct consultative outreach (phone, virtual, in-person) to educate advisors.
• Collaborate with internal partners to deliver seamless advisor experiences.
• Stay current on industry trends, products, and regulations.
• Travel up to 25% to meet advisors and attend events.

Skills

Sales

Relationship mgmt

Consulting

Communication

Multitasking

Education

Bachelor's degree or equivalent

Job description

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.

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

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?

• 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.