Trading Consultant

CIR

WealthPort Consultant leading training sessions for financial professionals and staff in a hybrid environment. Providing exceptional customer support and developing training materials for the WealthPort trading system.

Posted 7/2/2026full-timePhoenix • Arizona, Iowa • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Licensing FINRA Securities Industry Essentials (SIE) and Series 7.

Benefits

Comp & perks

Premium benefit package including medical, vision, dental, life and long-term disability insurance
Vacation/sick time
401K retirement plan with company matching program
Eleven paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Training DevelopmentFeedback AnalysisCustom ReportingTroubleshootingVirtual Training Delivery

Soft Skills

EngagementCommunicationOrganizational Skills

Certifications

FINRA Securities Industry Essentials (SIE)Series 7