Advisor Onboarding Consultant

Job Summary

Key Deliverables and Responsibilities

The Advisor Onboarding Consultant assists new financial professionals as they convert their practices to Cambridge Investment Research. The Transition team provides training and education on Cambridge operational processes and practices.

Essential Duties and Responsibilities 

• Build relationships with financial professionals by understanding their basic business needs, answering inquiries, and communicating company procedures clearly. 

• Review the business mix of financial professionals to develop a tailored transition plan, and provide support for an efficient, successful transition experience. 

• Serve as a primary point of contact during the onboarding process and throughout the transition, coordinating with other departments, and connecting financial professionals with internal resources as needed.

• Organize, prepare, and deliver training sessions on products, services, procedures, and policies, while maintaining current training materials for reference. 

• Deliver exceptional customer service by following up on open action items, responding to questions in a timely manner, and providing requested information to management, associates, and financial professionals. 

• Recognize opportunities to improve user experience and assist in refining processes that support more efficient workflows. 

• Assist financial professionals with escalated issues through guided support, troubleshooting, and resolution of complex processes. 

• Support Transition Leadership in planning and executing projects designed to improve efficiency and contribute to positive internal and external experiences. 

• Actively learn about key industry topics, internal programs, technology solutions, and Cambridge product lines. 

What We Are Looking For

• Ability to read, analyze, and interpret general business documents, technical procedures, and regulations. 

• Ability to write reports, business correspondence, and procedure manuals, and to present information effectively to associates, managers, customers, and small groups. 

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, and probability, and to apply basic algebra and geometry. 

• Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret written, oral, diagram, and schedule-based instructions. 

• Proficiency with database software, email, internet software, spreadsheets and macros, word processing, and department-specific proprietary software. 

• Clear, professional, and courteous written and verbal communication skills. 

• Ability to self-motivate, work independently, influence others, and guide a group or individual toward task completion. 

• Strong organization, prioritization, and time-management skills, including the ability to work well under pressure. 

Education and Experience 

• Two or more years of related experience, education, and/or training. 

Certificates and Licenses 

• No licenses or certificates are required for this position. 

Service Level Standards 

Cambridge is committed to consistently delivering the highest levels of service in the industry. Each associate is expected to understand and meet the service level standards defined for the position and to participate in defining, measuring, and reporting new standards that further improve service. These standards are an integral part of the role and are considered in assessing job performance. 

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.

Cambridge Overview:

Cambridge 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.