Client Solutions Consultant

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 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, and Cambridge Source offerings. Drive adoption and utilization of Cambridge products and platforms. Conduct consultative outreach by 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., Series7, 63/65, or 66) preferred or willingness to obtain within the first year of employment. Bachelor’s degree or equivalent experience preferred. Location & Compensation Location: Phoenix, AZ or Fairfield, IA – Hybrid in‑office 3 days per week. Salary Range: $75,000–$85,000 per year + bonus. Benefits Competitive benefits package including medical, vision, dental, life, and long‑term disability insurance. Vacation/sick time. 401(k) retirement plan with company matching. Eleven paid holidays. Cambridge supports independent financial advisors with industry‑leading tools, compliance, and transition services. #J-18808-Ljbffr EPC Eneric Petroleum Corp.