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cambridge
Cambridge Investment Research is seeking a Client Solutions Consultant to support and grow relationships with existing Financial Advisors. This role proactively identifies client needs and recommends tailored solutions across financial planning, retirement products, and Cambridge Source offerings. The consultant acts as a trusted partner to drive adoption of products and deliver a seamless advisor experience through consultative outreach.
Headquarters
Fairfield, Iowa, United States
Company Size
501-1000 employees
Founded
1981
Cambridge Investment Research is a financial services company that partners with independent financial professionals to help them serve clients and grow their businesses. With over 45 years in operation, Cambridge provides resources, technology, and support designed to empower advisors while preserving their independence. The firm focuses on practice management, compliance, and client-centric guidance to enable advisor-led growth. Through its platform, Cambridge aims to help independent professionals run successful, client-focused practices.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for cambridge.
43% below the average for this role