Trading and Experience Consultant

Job Summary

Key Deliverables and Responsibilities

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

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

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.
• Vacation/sick time.
• 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/.