Client Solutions Consultant

Job Summary

Key Deliverables and Responsibilities

About the Role

What We Are Looking For

Why Cambridge?

Company Overview

• 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

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

Pay

Salary Range: $75-85,000/year + bonus

Benefits

• 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

Cambridge has a comprehensive benefits package designed to promote a work/life balance and encourage individual success.