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CIR

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

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in developing and delivering training programs for financial professionals, with a focus on the WealthPort trading system. Proficient in customer support and enhancing training effectiveness through feedback and research on industry trends.

Highest-signal resume keywords
FINRA Securities Industry Essentials (SIE) LicenseSeries 7 LicenseTraining Module DevelopmentCustomer SupportWealthPort Trading System

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Training DevelopmentFeedback AnalysisCustom ReportingTroubleshootingVirtual Training Delivery
Soft Skills
EngagementCommunicationOrganizational Skills
Certifications & Qualifications
FINRA Securities Industry Essentials (SIE)Series 7
Industry Keywords
Financial ProfessionalsTraining TrendsBest PracticesSoftware EducationTrade Issues

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