Trading Support Consultant

Cambridge Investment Research, Inc.; Phoenix (AZ); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Life insurance

Long-term disability

Vacation/sick time

401K with company match

Paid holidays

Job summary

Cambridge Investment Research, Inc. is seeking a Trading Support Consultant to empower financial professionals with WealthPort training and expert trading support.

This hybrid role supports Phoenix, AZ or Fairfield, IA, with in-office collaboration three days per week and virtual sessions as needed. You will deliver training, troubleshoot complex trading issues, and partner with tech teams to improve platform functionality.

Qualifications

• FINRA SIE and Series 7 are required.
• Licensed professionals with trading knowledge and training experience.
• Experience supporting financial professionals and home office staff.
• Strong problem-solving and client-focused communication.

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.

Skills

Trading support

Training delivery

Technical troubleshooting

Cross-functional collaboration

Financial industry knowledge

Tools

WealthPort platform

Job description

Trading Support Consultant### Trading Support ConsultantApply: Hybrid: Phoenix, AZ: Fairfield, IA: Full time: Posted Yesterday: R-2025-285# **Job Summary**# **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. 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?**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 holidaysYou can find more details about our comprehensive benefits package here. # **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.