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Cambridge Investment Research, Inc. Transition Consultant in Fairfield, Iowa

Cambridge Investment Research Inc., one of the nation’s top independent broker-dealers, is actively looking for a person who has a passion for customer service to join the Business Development Department as a full time Transition Consultant. The Transition Consultant works under the direction of Business Develompent leadership and functions as a facilitator for our prospective financial professionals that are joining Cambridge to transition their practice to Cambridge.

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For 39 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 10 times by our associates as a ‘Top Workplace in Iowa’, and 13 times as ‘Broker-dealer of the Year’ by our financial professionals through Investment Advisor magazine. We are recognized among the leading firms in the financial advice industry as we serve over 3,600 independent financial professionals and hundreds of thousands of their investing clients across the country.

  • Consult with new financial professionals on their options when joining the firm including various company products, platforms, clearing firm options, and other solutions for their business needs

  • Analyze financial professionals business mix to create a specific customized transition plan and following through until the financial professional is released from transition

  • Schedule, prepare, and administer trainings to educate financial professionals on products, services, procedures, and policies and maintain training guides to provide to financial professionals

  • Provide ‘best-in-class’ customer service related to Transition and supply information as needed at request of management, company associates, and financial professionals

  • Create and utilize action plans to resolve any issues or concerns that develop during the transition process, interfacing with other departments and external sources when necessary to address questions or concerns

  • Maintain and enhance working knowledge of key industry topics, internal programs, and product lines available through Cambridge

  • Evaluate and uphold departmental benchmarks and matrices to enhance the financial professional experience by developing ways to implement new products, procedures, and policies

  • Participate in various committees, focus groups, and task forces with other internal and/or external customers to create or update information such as company forms, policies, and procedures

Bachelor’s degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience

Job ID: 2020-1272

External Company Name: Cambridge Investment Research, Inc.

External Company URL:

Telecommute: No