Training and Experience Consultant (Wealthport)

Job Summary We are looking for a Training & Experience Consultant (WealthPort) to support the education, development, and ongoing success of financial professionals and home office associates using our WealthPort trading platform. In this role, you will combine your financial industry knowledge, customer service mindset, and training abilities to deliver impactful learning experiences and provide day-to-day support for users of the WealthPort system. You'll play a key role in helping financial professionals confidently navigate trading technology, understand operational processes, and enhance their overall experience. This is an exciting opportunity for someone who enjoys presenting, solving problems, collaborating with others, and making a meaningful impact through training and relationship-building. Key Deliverables and Responsibilities Training & Development Deliver engaging training sessions to new and existing financial professionals and home office associates on the WealthPort trading system and related processes Gather and evaluate participant feedback to continuously improve training effectiveness and user experience Assist in the organization, planning, development, and execution of training programs, materials, software resources, and learning modules Present live onsite trainings, virtual sessions, and system overviews for financial professionals and internal teams Research industry trends, training best practices, and operational procedures to support future learning initiatives and content development System Support & Client Experience Provide exceptional customer service related to training and ongoing use of the WealthPort trading platform Troubleshoot trade-related issues and partner with internal teams to resolve questions in a timely and professional manner Respond to reporting requests, enhancement inquiries, and system-related questions from management, associates, and financial professionals Build strong working relationships with financial professionals by serving as a knowledgeable and approachable resource Collaboration & Continuous Improvement Partner with internal departments to identify training opportunities and process improvements Contribute ideas to enhance learning experiences, operational workflows, and platform usability Support initiatives focused on improving advisor adoption, engagement, and confidence with trading technology What We Are Looking For The ideal candidate thrives in a collaborative, fast-paced environment and is passionate about helping others succeed. This individual brings entry-to-intermediate industry experience, an active FINRA Series 7 license, and the ability to communicate complex technical or operational concepts in a clear, engaging, and approachable manner. They are confident presenting to a variety of audiences, building strong relationships, and delivering exceptional customer support while balancing training, troubleshooting, and day-to-day operational responsibilities.

Salary Range:

$50,000 - $60,000 plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate's qualifications, the company's operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Certifications:

Financial Industry Regulatory Authority (FINRA) Series 7 required Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally. You can find more details about our comprehensive benefits package here.

Company Overview:

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 nearly 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 with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. 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. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40. Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/ Work Environments This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.

Recruiting Agencies:

This position is being managed directly by Cambridge's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated. #LI-MM2 #LI-Hybrid At Cambridge, we're not just offering a job — we're inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you'll have everything you need to thrive. Learn more about working at Cambridge here. Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you'll always feel part of something bigger. Discover our culture here.