Advisor Support Consultant
Cambridge Investment Research —Phoenix, AZ
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Investment Banking Consultant
Accenture —Scottsdale, AZ
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
National Sales Team Client Relationship Consultant (Phone Banker) Tempe AZ
U.S. Bank National Association —Tempe, AZ
- $22.50 - $33.00 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
Client Relationship Consultant 4 (Banker) - Fountain Sqaure - Phoenix, AZ
U.S. Bank National Association —Phoenix, AZ
- $22.50 - $33.00 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
Mortgage Consultant
Newrez —Tempe, AZ
- Full-time
- Mid-level
- 2 years
- Communication skills
- Paid parental leave
- Health savings account
Client Relationship Consultant 2 (Banker) - Tatum & Cactus - Phoenix, AZ
U.S. Bank National Association —Phoenix, AZ
- $20.00 - $24.75 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
6d
Loan Consultant
Achieve —Tempe, AZ
- From $70,000 a year
- 8 hour shift
- Hybrid work
- High school diploma or GED
- 1 year
- Entry level
- Health savings account
- Health insurance
Quick Apply
13d
Branch Banking - Client Consultant I
Flagstar Bank —Scottsdale, AZ
- $17.00 - $22.55 an hour
- Full-time
- Office
- High school diploma or GED
- 2 years
- Disability insurance
- Health insurance
2d
Member Service Consultant
Credit Union West —Peoria, AZ
- Full-time
- Bilingual
- Writing skills
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
Retail Banking Manager
Accenture —Scottsdale, AZ
- $87,400 - $293,800 a year
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Paid holidays
- Disability insurance
Sr. Banking Advisor
Northern Trust Corp. —Phoenix, AZ
- Full-time
- Office
- US work authorization
- Senior level
Client Relationship Consultant 3 (Banker) - Kierland, Greenway Pkwy & 64th St. - Scottsdale, AZ
U.S. Bank National Association —Scottsdale, AZ
- $20.00 - $29.03 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 3 (Banker) - Old Town - Scottsdale, AZ
U.S. Bank National Association —Scottsdale, AZ
- $20.00 - $29.03 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Loan Consultant- Achieve Accelerated Loans
Achieve —Tempe, AZ
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
3d
Retail Banking Senior Manager
Accenture —Scottsdale, AZ
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Paid holidays
- Disability insurance
Client Relationship Consultant 2 (Banker) - Baseline Rd - Tempe, AZ
U.S. Bank National Association —Tempe, AZ
- $20.00 - $24.75 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
15h
Banking Payments Senior Manager
Accenture —Scottsdale, AZ
- $122,700 - $338,300 a year
- Full-time
- Analysis skills
- Travel
- US work authorization
- Paid holidays
- Disability insurance
Payments Banking Manager
Accenture —Scottsdale, AZ
- $87,400 - $293,800 a year
- Full-time
- Sales
- 5 years
- Analysis skills
- Paid holidays
- Disability insurance
7d
Organization Change Senior Manager - Banking
Accenture —Scottsdale, AZ
- $122,700 - $338,300 a year
- Full-time
- Travel
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
1d
Investment Banking Manager
Accenture —Scottsdale, AZ
- $87,400 - $293,800 a year
- Full-time
- 7 years
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance

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banking consultant jobs near phoenix az

Advisor Support Consultant

Cambridge Investment Research -
Phoenix, AZ

Apply Now

Job Details

Full-time
$75,000 - $85,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching

Qualifications

Finance advising
Financial sales
Financial services customer support
Customer relationship building
Phone communication
Series 66
Mid-level
Business consulting
Series 7
Bachelor's degree
Managing clients in a finance role
Task prioritization
Industry trends
Financial product expertise
Series 65
Experience practicing in the securities industry
Solution selling approach
Leadership
Retirement planning advisory services
Customer interaction during outreach
Communication skills
Series 63

Full Job Description

Job Summary

Key Deliverables and Responsibilities

Cambridge Investment Research is seeking a driven and consultative Advisor Support 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 an Advisor Support Consultant, you will act as a trusted partner—proactively identifying opportunities and recommending tailored solutions across financial planning, retirement products, and Cambridge Source offerings.

Key Responsibilities

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

What We Are Looking For

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

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

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

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

You can find more details about our comprehensive benefits package here.

Company Overview:

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.

Apply Now

Refine Your Search

banking consultant jobs in phoenix az

Advisor Support Consultant

Investment Banking Consultant

National Sales Team Client Relationship Consultant (Phone Banker) Tempe AZ

Client Relationship Consultant 4 (Banker) - Fountain Sqaure - Phoenix, AZ

Mortgage Consultant

Client Relationship Consultant 2 (Banker) - Tatum & Cactus - Phoenix, AZ

Loan Consultant

Branch Banking - Client Consultant I

Member Service Consultant

Retail Banking Manager

Sr. Banking Advisor

Client Relationship Consultant 3 (Banker) - Kierland, Greenway Pkwy & 64th St. - Scottsdale, AZ

Client Relationship Consultant 3 (Banker) - Old Town - Scottsdale, AZ

Loan Consultant- Achieve Accelerated Loans

Retail Banking Senior Manager

Client Relationship Consultant 2 (Banker) - Baseline Rd - Tempe, AZ

Banking Payments Senior Manager

Payments Banking Manager

Organization Change Senior Manager - Banking

Investment Banking Manager

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