Trading Support Consultant

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 holidays 

You 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.