Trading Support Consultant

Cambridge Investment Research, Inc. • Phoenix, AZ

7d • Hybrid

About The Position

The Trading Support Consultant joins Cambridge’s WealthPort Trading Support team as a trading technology expert. The role supports financial professionals and internal associates in using WealthPort trading technology and workflows, helps advisors resolve complex trading challenges, and provides personalized support and training. The consultant also contributes to improvements to the WealthPort platform through feedback, testing, and collaboration with technology teams and software vendors.

Requirements

• FINRA Securities Industry Essentials (SIE) license.
• Series 7 license.

Responsibilities

• Support financial professionals and internal associates with questions about WealthPort trading technology and workflows.
• Deliver virtual consultations and training sessions.
• Assist advisors with portfolio rebalancing, trading tools, account management functionality, and platform best practices.
• Troubleshoot complex trading and access-related issues.
• Develop and maintain training resources, videos, job aids, and procedural documentation.
• Collaborate with technology teams and software vendors to improve platform functionality.
• Identify advisor pain points and recommend process improvements.
• Participate in testing, implementation, and communication of new features and enhancements.
• Contribute to a culture focused on exceptional service, continuous learning, and innovation.

Benefits

• Premium benefit package including medical, vision, dental, life, and long-term disability insurance.
• Vacation and sick time.
• 401(k) retirement plan with company matching program.
• Eleven paid holidays.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed