Trading Consultant

Key Deliverables and Responsibilities

Are you passionate about empowering others through training and technology? Do you thrive in a collaborative environment where your expertise makes a direct impact on the success of financial professionals? If so, we have the perfect opportunity for you! As a Wealth Port Consultant, you will play a vital role in delivering impactful training experiences, supporting financial professionals and home office staff in mastering our Wealth Port trading system, and driving continuous improvement through feedback and innovation.

• Lead engaging training sessions for new and experienced financial professionals and staff, gathering feedback to improve training effectiveness.
• Organize, plan, and develop training modules and materials to support software and program education.
• Provide exceptional customer support, troubleshooting trade issues and guiding users in mastering the Wealth Port trading system.
• Respond to requests for custom reporting, system enhancements, and insights from management, associates, and financial professionals.
• Present live trainings, both onsite and virtually, to help financial professionals unlock the full potential of our trading platform.
• Stay ahead of the curve by researching training trends, best practices, and new knowledge to continually enhance our training programs.

• A collaborative and innovative environment where your input is valued.
• Opportunities to grow professionally while making a meaningful impact.
• A chance to work with a dynamic team that is as passionate about learning as you are.

FINRA Securities Industry Essentials (SIE) and Series 7.

Phoenix, AZ, or Fairfield, IA – Hybrid in-office 3 days/week

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