{"id":3833475,"url":"https://alion.io/job/joincambridge-com-client-solutions-consultant","title":"Client Solutions Consultant","company":{"id":2052307,"name":"joincambridge.com","domain":"joincambridge.com","url":"https://alion.io/company/joincambridge","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Solutions","role_family":"Solutions","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Phoenix, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-03T00:00:00Z","employer_posted_date":"2026-11-03","last_verified_at":"2026-11-08T07:32:44Z","board_verified":true,"closed_at":null,"days_open":5,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":5},"description":"Job Summary\nCambridge 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.As a Client Solutions Consultant, you will act as a trusted partner-proactively identifying opportunities and recommending tailored solutions across financial planning, retirement products, and Cambridge Source offerings.\nKey Deliverables and Responsibilities\nBuild and maintain strong relationships with existing Cambridge Financial Advisors to support their business growth\nProactively identify client needs and recommend solutions across:Investment Management\nFinancial planning strategies\nInsurance\nRetirement solutions\nPrivate Client Solutions\nCambridge Source offerings\n\nDrive adoption and utilization of Cambridge products and platforms\nConduct consultative outreach (phone, virtual, and in-person) to educate advisors on available solutions\nCollaborate with internal partners to deliver a seamless advisor experience\nStay current on industry trends, product knowledge, and regulatory considerations\nTravel up to 25% to meet with advisors and attend events as needed\nWhat We Are Looking For\nProven experience in sales, relationship management, or financial services consulting\nStrong knowledge of financial planning and retirement products\nDemonstrated ability to influence and consult with clients in a sales-driven environment\nExcellent communication, presentation, and interpersonal skills\nAbility to manage multiple priorities in a fast-paced environment\nFINRA licenses (e.g., Series 7, 63/65 or 66) preferred or willingness to obtain within first year of employment\nBachelor’s degree or equivalent experience preferred\nWhy Cambridge?\nCambridge has competitive benefits and promotes a work/life balance to encourage individual success.\nPremium benefit package including medical, vision, dental, life and long-term disability insurance \nVacation/sick time \n401K retirement plan with company matching program \nEleven paid holidays \nYou can find more details about our comprehensive benefits package here.\nCambridge Overview:\nCambridge 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.","description_format":"text","description_chars":2739,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Business Development","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-05T20:14:58Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 1","filings_12m":1,"filings_prev_12m":0,"green_card_filings_12m":0,"median_offered_wage_usd":87500,"route":null,"cap_exempt":false,"checked_at":"2026-11-08T10:45:15+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":5,"expected_fill_days":26,"reasons":["conf:10","win:early"],"computed_at":"2026-11-08T05:47:12Z"},"pay":null,"html_url":"https://alion.io/job/joincambridge-com-client-solutions-consultant","json_url":"https://alion.io/job/joincambridge-com-client-solutions-consultant.json","meta":{"generated_at":"2026-11-08T12:48:14Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":27249,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-09T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2052307},"rest":"https://alion.io/mcp/rest/get_company?id=2052307"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fjoincambridge-com-client-solutions-consultant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fjoincambridge-com-client-solutions-consultant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fjoincambridge-com-client-solutions-consultant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/joincambridge-com-client-solutions-consultant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fjoincambridge-com-client-solutions-consultant"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3833475}},{"tool":"search_jobs","arguments":{"company":"joincambridge.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3833475},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}