Cambridge Investment Research, Inc. Client Solutions Internship in Fairfield, Iowa
For the last 11 years, Cambridge has recruited highly talented interns from across the country to join us during the summer for a 10-12 week internship. Each year, 25-30 interns join us for a full-time, paid internship experience at our home office in Fairfield, Iowa. This year, we are also recruiting interns for our Phoenix, Arizona office. The Next Step internship program gives students practical insight into the financial services industry. Students are partnered with a professional mentor, supervisor, and executive champion and participate in trainings on industry basics and trends, along with professional development courses and opportunities to job shadow other departments across Cambridge. At the conclusion of the internship, each intern will have the opportunity to present on their experience and a specific project of their choice.
Away time: Interns will receive 16 hours of away time at the beginning of employment
Volunteer time: Each intern will be allowed up to eight hours of paid time off for the summer to volunteer for activities that support community events and activities.
Holiday pay: Memorial Day and Independence Day
Housing assistance: Interns located in the Fairfield office needing housing assistance will be offered the option to utilize a local university’s apartment facilities at a small expense.
Educational courses: Interns get to participate in educational training put on by our Associate Training and Development team. Courses consist of career workshops, problem solving, proper work etiquette, and financial services industry basics.
Social events: Interns have the option to participate in local social events with other interns and home office associates.
Networking events: Interns have the opportunity to network with our top executives during the Welcome and End of Summer Banquets. Interns will get the chance to learn from our top leaders and ask questions. Interns also have the ability to do job shadows with other teams at Cambridge. Upon the completion of the internship program, interns will also have access to the Next Step Intern Alumni LinkedIn Group to stay in touch with Cambridge and other interns that have gone through the program.
Opportunity to discuss continued employment with Cambridge on a part-time or full-time basis at the conclusion of the internship
The Client Solutions team serves as a team of experts for our financial professionals that need assistance with finding financial planning solutions for specific high-net-worth clients. This team is also responsible for identifying financial professionals that could benefit from some of our Cambridge Source offerings. Cambridge Source is comprised of a menu of services, such as virtual office assistant, HR consulting, website design, etc., that financial professionals can elect to participate in for a fee.
We have one Client Solutions Internship opening located in the Fairfield, IA office.
As the Client Solutions Intern, you will:
See firsthand how Cambridge financial professionals interact with their clients and prospects
Research competitor offerings and sales tactics
Refine the sales process for the team
Collaborate with some of the subject specialists (Retirement, Insurance, Cash Management, Cambridge Financial Planning Platforms) on the team for work on specific projects within their areas.
Job shadow with Client Solutions team members and other departments that work closely with the Client Solutions team.
Learn how Cambridge is structured and which teams are utilized for which resources from the financial professionals
Develop your own sales acumen by gaining exposure on how to pitch an idea, confidently make your case, and provide visual tools to appeal to your audience.
Students studying sociology, economics, psychology, finance, or business will likely be the most successful in this role.
Cambridge Investment Research Inc. is one of the nation’s top independent broker-dealers. We serve independent financial professionals and their clients as they work to grow their wealth and plan for their future goals. We are a company of over 850 associates with offices in Fairfield, IA and Phoenix, AZ.
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 40 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 3,500 independent financial professionals and hundreds of thousands of their investing clients across the country.
Job ID: 2021-1521
External Company Name: Cambridge Investment Research, Inc.
External Company URL: https://www.joincambridge.com/home/