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.
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 differenceapply now to become part of a team dedicated to empowering financial professionals and shaping the future of training excellence!
What You'll Do:
What We Offer:
Location: Phoenix, AZ, or Fairfield, IA Hybrid in-office 3 days/week
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core valuesintegrity, commitment, flexibility, and kindnesswe 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 modelsRIA, corporate RIA, hybrid, fee-only, and brokerageand offers a broad selection of investment solutions with no proprietary products.
Trading Support Consultant • Phoenix, AZ, United States
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