What are the responsibilities and job description for the Wealthport Trading and Experience Consultant position at Cambridge Investment Research, Inc.?
Overview
About Us: Cambridge Investment Research Inc. is one of the nation’s top independent financial solutions firms. We are committed to fostering an inclusive and dynamic work environment where innovation, collaboration, and growth are encouraged. Our team is dedicated to driving success and creating a workplace where every employee feels valued and empowered.
Job Summary: Are you passionate about empowering others through training and technology? 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 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.
Who You Are:
You’re an enthusiastic trainer with a knack for simplifying complex concepts. You’re tech-savvy, customer-focused, and eager to help others succeed. You have a keen eye for detail and thrive in a fast-paced environment where every day brings new challenges and opportunities. Join us in making a difference—apply now to become part of a team dedicated to empowering financial professionals and shaping the future of training excellence!
Essential Duties
What You'll Do:
The ideal candidate would possess an intermediate level of experience, typically around 3 years of experience in training, continuos improvement or a related field, preferably within the financial industry.
Certificates & Licenses
This job requires obtaining FINRA Securities Industry Essentials (SIE) and Series 7 within 12 months. A Series 24 would be preferred.
Compensation: $45,000-$55,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Why Join Our Team?
At Cambridge, we believe your success starts with feeling valued, supported, and empowered both at work and beyond. That's why we offer a competitive benefits package designed to help you thrive:
You can find more details about our comprehensive benefits package here.
About Us: Cambridge Investment Research Inc. is one of the nation’s top independent financial solutions firms. We are committed to fostering an inclusive and dynamic work environment where innovation, collaboration, and growth are encouraged. Our team is dedicated to driving success and creating a workplace where every employee feels valued and empowered.
Job Summary: Are you passionate about empowering others through training and technology? 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 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.
Who You Are:
You’re an enthusiastic trainer with a knack for simplifying complex concepts. You’re tech-savvy, customer-focused, and eager to help others succeed. You have a keen eye for detail and thrive in a fast-paced environment where every day brings new challenges and opportunities. Join us in making a difference—apply now to become part of a team dedicated to empowering financial professionals and shaping the future of training excellence!
Essential Duties
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.
- 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.
The ideal candidate would possess an intermediate level of experience, typically around 3 years of experience in training, continuos improvement or a related field, preferably within the financial industry.
Certificates & Licenses
This job requires obtaining FINRA Securities Industry Essentials (SIE) and Series 7 within 12 months. A Series 24 would be preferred.
Compensation: $45,000-$55,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Why Join Our Team?
At Cambridge, we believe your success starts with feeling valued, supported, and empowered both at work and beyond. That's why we offer a competitive benefits package designed to help you thrive:
- Comprehensive Health Coverage: Premium medical, vision, and dental insurance, plus life and long-term disability benefits.
- Time to Recharge: Generous vacation and sick time, along with 11 paid holidays to enjoy life outside of work.
- Secure Your Future: A 401(k) retirement plan with a company-matching program to help you build the future you deserve.
- Work/Life Balance: We’re committed to your well-being and success, encouraging a harmonious balance between your personal and professional life.
You can find more details about our comprehensive benefits package here.
Salary : $45,000 - $55,000
