Series 7 Trading Tech Trainer – Hybrid

Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid holidays

Job summary

Cambridge is seeking a Trading Support Consultant (licensed Series 7) to deliver training and support for WealthPort users and financial professionals. The role is hybrid, based in Phoenix, AZ or Fairfield, IA, and emphasizes collaborative problem solving and process improvement.

You will provide virtual consultations, assist advisors with trading workflows, and partner with technology teams to enhance platform functionality while delivering exceptional service and learning opportunities.

Qualifications

• Licensing: FINRA SIE and Series 7.

Responsibilities

• Support financial professionals and internal associates with questions related to WealthPort trading technology and workflows.
• Deliver virtual consultations and training sessions.
• Assist advisors in navigating 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.

Job description

Cambridge is seeking a Trading Support Consultant (licensed Series 7) to deliver training and support for WealthPort users and financial professionals. The role is hybrid, based in Phoenix, AZ or Fairfield, IA, and emphasizes collaborative problem solving and process improvement.

You will provide virtual consultations, assist advisors with trading workflows, and partner with technology teams to enhance platform functionality while delivering exceptional service and learning opportunities.