Trading and Experience Consultant

Cambridge Investment Research, Inc.•Phoenix, AZ

1d•Hybrid

About The Position

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 WealthPort Consultant, you will play a vital role in delivering impactful training experiences, supporting financial professionals and home office staff in mastering our WealthPort trading system, and driving continuous improvement through feedback and innovation. You’re an enthusiastic trainer with a knack for simplifying complex concepts. You’re tech-savvy, customer-focused, and eager to help others succeed. You have a keen eye for detail and thrive in a fast-paced environment where every day brings new challenges and opportunities. Join us in making a difference—apply now to become part of a team dedicated to empowering financial professionals and shaping the future of training excellence!

Requirements

FINRA Securities Industry Essentials (SIE) and Series 7 Licensing

Responsibilities

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 WealthPort 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.