Cambridge Investment Research WealthPort Training Consultant in Fairfield, Iowa

Job Summary:

The Training Consultant works under the direction of the Supervisor, Operations Development & Technology and trains rep-advisors and home office staff on WealthPort block trading tools.

Essential Duties and Responsibilities:

  • Deliver training to new and existing rep-advisors and home office staff and gather feedback regarding training effectiveness.

  • Assist with organization, planning, development and execution of training modules, software and program.

  • Provide customer service related to the training and ongoing use of the WealthPort trading system; including troubleshooting trade issues.

  • Respond to reporting and enhancement requests of management, company associates, and rep advisors.

  • Present onsite live trainings and/or overviews for rep-advisors.

  • Research training knowledge, trends and procedures to utilize during future training development


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Requirements:

  • Language Ability: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

  • Math Skills: Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance.

  • Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

  • Computer Skills: Database software, e-mail, Internet software, spreadsheets and their macros, word processing, and company proprietary software used by the department. Typing skills in the 40-50 wpm range.

  • Ability to follow verbal and written communications.

  • Ability to communicate effectively with public and co-workers in a professional and courteous manner.

  • Ability to express ideas clearly both in written and oral communications.

  • Ability to self-motivate and work independently.

  • Ability to organize and manage multiple priorities (time management).

  • Ability to work well under pressure.

  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

  • Education/Experience:

Associate’s degree or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

Certificates and Licenses:

Financial Industry Regulatory Authority (FINRA) Series 7 license is required.

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