Strategic Financial Solutions Consultant

EPC Eneric Petroleum Corp.; Phoenix (AZ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life insurance

Long-term disability

Vacation/Sick time

401K with match

Paid holidays

Job summary

Cambridge Investment Research is seeking a driven Client Solutions Consultant to support and grow relationships with 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,

Qualifications

• 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 preferred or willingness to obtain within first year of employment.
• Bachelor’s degree or equivalent experience preferred.

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

Skills

Sales experience

Relationship management

Financial planning knowledge

Communication skills

Interpersonal skills

Time management

Education

Bachelor’s degree or equivalent experience

Job description

Cambridge Investment Research is seeking a driven Client Solutions Consultant to support and grow relationships with 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,