Trading and Experience Consultant

Key Deliverables and Responsibilities

As a WealthPort 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.

What You'll Do

• Lead engaging training sessions for new and experienced financial professionals and staff, gathering feedback to improve training effectiveness.
• Organize, plan, and develop training modules and materials to support software and program education.
• Provide exceptional customer support, troubleshooting trade issues and guiding users in mastering the WealthPort trading system.
• Respond to requests for custom reporting, system enhancements, and insights from management, associates, and financial professionals.
• Present live trainings, both onsite and virtually, to help financial professionals unlock the full potential of our trading platform.
• Stay ahead of the curve by researching training trends, best practices, and new knowledge to continually enhance our training programs.

What We Offer

• 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.

Location

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

Why Cambridge?

• 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.
• 401K retirement plan with company matching program.
• Eleven paid holidays.

About Cambridge

Cambridge has 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make. Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service. Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.

For further information about Cambridge, please visit https://www.joincambridge.com/.

Qualifications

Licensing FINRA Securities Industry Essentials (SIE) and Series 7.

Benefits

• Comprehensive benefits package including medical, vision, dental, life and long-term disability insurance.
• 401K retirement plan with company matching program.
• Eleven paid holidays.