Training and Experience Consultant… at Cambridge… · Fairfield

Summary: Cambridge Investment Research, Inc. is looking for a Training & Experience Consultant to support the education and development of financial professionals using the WealthPort trading platform. The role involves delivering training sessions, providing system support, and enhancing user experience through collaboration and continuous improvement. Responsibilities: - 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 - 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 - 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 Required Qualifications: - Entry-to-intermediate industry experience - Active FINRA Series 7 license - Ability to communicate complex technical or operational concepts in a clear, engaging, and approachable manner - Confidence presenting to a variety of audiences - Ability to build strong relationships - Exceptional customer support skills - Ability to balance training, troubleshooting, and day-to-day operational responsibilities Required Skills: Financial Industry Regulatory Authority (FINRA) Series 7, WealthPort trading platform, Training Delivery, Financial Industry Knowledge Benefits: Paid time off, Paid holidays and floating holidays, Medical, dental, and vision coverage, Short- and long-term disability, Company-paid life insurance, Volunteer time off, Wellness incentives