Company Profile

Cambridge Investment Research

Company Overview

Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.

We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.

At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent.

Benefits

Associates enjoy a selection of plans with coverage options that work best for them, their spouse/domestic partner, and/or children. We offer medical insurance through Wellmark Blue Cross Blue Shield, dental through Delta Dental, and vision through Delta Enhanced.

Associates participate in a 401(k) plan that includes a company match of 100% of contribution up to 4.5% of their pay. Associates have a choice between a Traditional or Roth 401(k) account and can attend training sessions to learn about retirement options.

Associates receive eight standard paid holidays plus three floating holidays that can be used at any point during the year. Our floating holidays allow associates to recognize cultural or religious holidays, birthdays or anniversaries that are most important to them.

Associates have access to an employee assistance program, on site wellness screenings, weight loss challenges, and fitness center discounts to help keep physical and mental wellness top priority. Associates also receive access to an unbiased financial wellness firm that provides complimentary expert guidance and education programs on debt management and planning for the future through personal financial coaches and resources.

Positions Available
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  • 1 day ago

    Tax Accountant (EA)

    Cambridge Investment Research - Multiple locations
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    About the role:We are seeking a proactive and detail-oriented Enrolled Agent to join our relationship-focused firm and play a key role in delivering exceptional tax support to our clients, including individuals, small businesses, and trust and estate clients. This hands-on position offers an excellent opportunity to deepen your experience in tax preparation, planning, and compliance within a collaborative, supportive environment. This is a great opportunity for an Enrolled Agent who wants ...

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  • 2 days ago

    Associate Director, Business Development

    Cambridge Investment Research - IA, United States
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    Job Summary: The Associate Director, Business Development plays a critical role in driving the firm s growth by identifying, attracting, and onboarding financial advisors who align with our culture, values, and business model. This individual builds meaningful relationships with prospective advisors, executing proactive recruiting and business development strategies to expand the firm s national footprint. Acting as both a trusted consultant and brand ambassador, the Associate Director manages ...

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  • 2 days ago

    VP, Growth and Development

    Cambridge Investment Research - West Des Moines, IA, United States
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    About Cambridge: Cambridge Investment Research Inc. is one of the nation s top independent financial solutions firms. We are committed to fostering an inclusive and dynamic work environment where innovation, collaboration, and growth are encouraged. Our team is dedicated to driving success and creating a workplace where every employee feels valued and empowered. Join us, and be part of something wonderful. About Jordan Creek Financial Solutions: Jordan Creek Financial Solutions is an independent ...

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  • 2 days ago

    Wealth Advisor

    Cambridge Investment Research - Multiple locations
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    About Us: Cambridge is a nationally recognized leader in independent financial services. BridgePort Financial Services, a subsidiary company within the Cambridge family, is focused on providing high-touch investment advisory and financial planning services backed by a team-based model and a commitment to service excellence. Job Summary: BridgePort Financial Services, an SEC registered RIA and subsidiary company of Cambridge Investment Group, is seeking a dynamic and client-focused Wealth ...

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