Client Solutions Consultant

CIR

. Build and maintain strong relationships with existing Cambridge Financial Advisors to support their business growth .

Posted 10/30/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and retirement products while effectively managing relationships with financial advisors. Proven ability to influence and consult in a sales-driven environment, ensuring a seamless advisor experience through collaboration and communication.

Highest-signal resume keywords

Sales ExperienceRelationship ManagementFinancial Planning KnowledgeExcellent Communication SkillsFINRA Licenses

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningRetirement SolutionsConsultative OutreachProduct KnowledgeSales Strategies

Soft Skills

Interpersonal SkillsPresentation SkillsAbility to Manage PrioritiesCollaboration

Tools & Technologies

Cambridge ProductsCambridge Source

Certifications & Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

Industry Keywords

Financial ServicesClient Needs AssessmentIndustry TrendsRegulatory Considerations

About the role

Key responsibilities & impact

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, virtually, 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 to meet with advisors and attend events as needed

Requirements

What you’ll need

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
Travel up to 25% to meet with advisors and attend events as needed

Benefits

Comp & perks

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
Work/life balance promotion