Trading Support Consultant

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

Life Insurance

Long-term Disability

401K with company match

Paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Trading Support Consultant to apply trading know-how by delivering impactful training and supporting financial professionals and home office staff in mastering the WealthPort trading system.

You will drive continuous improvement through feedback and innovation, helping advisors solve complex trading challenges and grow their businesses. Become part of Cambridge’s WealthPort Trading Support team, delivering expert guidance, training sessions, and

Qualifications

• FINRA SIE and Series 7 licensing.
• Experience delivering training and support for financial technology.
• Ability to troubleshoot trading and access-related issues.

Responsibilities

• Support financial professionals and home office staff with WealthPort trading technology and workflows.
• Deliver virtual consultations and training sessions.
• Assist advisors with portfolio rebalancing, trading tools, and account management best practices.
• Troubleshoot complex trading and access issues.
• Develop and maintain training resources and procedural guides.
• Collaborate with technology teams to improve platform functionality.
• Identify advisor pain points and recommend process improvements.
• Participate in testing and rollout of new features.

Skills

Trading knowledge

Training delivery

Technical troubleshooting

Customer support

Cross-functional collaboration

Tools

WealthPort

Job description

Key Deliverables and Responsibilities

Are you a licensed Series 7 professional looking to apply your trading knowledge in a role that goes beyond traditional brokerage operations? 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 Trading Support 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.

Job Summary

Are you a licensed Series 7 professional looking to apply your trading knowledge in a role that goes beyond traditional brokerage operations? 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 Trading Support 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.

Become a trading technology expert on Cambridge’s WealthPort Trading Support team. You’ll help financial professionals solve complex trading challenges, leverage technology more effectively, and grow their businesses through personalized support and training, while helping shape the continued evolution of the WealthPort platform.

• 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.

What We Are Looking For

• 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.

Licensing

FINRA Securities Industry Essentials (SIE) and Series 7.

Location:

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

Why Cambridge?

• 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

You can find more details about our comprehensive benefits packagehere.

Cambridge Overview

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.