Trading Support Consultant — Training & Platform Expert

EPC Eneric Petroleum Corp.; Phoenix (AZ); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, vision, dental

Life and long-term disability

Vacation and sick time

401K with company match

Eleven paid holidays

Job summary

Cambridge is seeking a Trading Support Consultant to train financial professionals on the WealthPort trading system and provide ongoing support. You will work with home office staff to drive improvements and deliver valuable training experiences.

Responsibilities include virtual consultations, resolving trading workflow questions, and developing resources. Licensing includes SIE and Series 7; location is Phoenix or Fairfield with a hybrid in-office schedule.

Qualifications

• Experience supporting financial professionals with trading technology and workflows.
• Ability to deliver virtual consultations and in-depth training sessions.
• Strong problem-solving skills for complex trading issues.
• Excellent communication and collaborative mindset.

Responsibilities

• Support financial professionals and internal associates with WealthPort questions.
• Deliver virtual consultations and training sessions.
• Assist advisors with portfolio rebalancing, trading tools, and account management on the platform.
• Troubleshoot trading and access-related issues.
• Develop training resources, videos, and job aids for WealthPort.

Skills

Trading support

Training delivery

Financial services

Problem solving

Cross-functional collaboration

Tools

WealthPort

Job description

Cambridge is seeking a Trading Support Consultant to train financial professionals on the WealthPort trading system and provide ongoing support. You will work with home office staff to drive improvements and deliver valuable training experiences.

Responsibilities include virtual consultations, resolving trading workflow questions, and developing resources. Licensing includes SIE and Series 7; location is Phoenix or Fairfield with a hybrid in-office schedule.