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Cambridge Investment Research, Inc. Training and Development Consultant in Fairfield, Iowa

Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for Training to join the Wealthport Trading Department for a full time Wealthport Training Consulant.

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development and work-life balance makes this a one-of-a-kind opportunity. Cambridge is a multiple-time Top Workplace Iowa and Top Workplace USA winner as voted on by our associates2. We are recognized among the leading firms in the financial advice industry as we serve over 3,800 independent financial professionals³ and hundreds of thousands of their investing clients across the country.

1 Cambridge and its predecessor broker-dealer

2The Top Workplace in Iowa recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company. More information on the methodology to qualify can be found at

³As of December 31, 2022

  • Deliver training to new and existing financial professionals 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 financial professionals

  • Present onsite live trainings and/or overviews for financial professionals

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

Two or more years of related experience, education and/or training.

This job requires obtaining a FINRA Series 7 license within the first 6 months in order to complete job responsibilities. Cambridge will provide financial and educational support towards obtaining required license(s) including paid study time, training courses, study materials and online resources.

Compensation: $43,000-$50,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance

  • Vacation/sick time

  • 401K retirement plan with company matching program

  • Profit Sharing Plan

  • Nine paid holidays

You can find more details about our comprehensive benefits package here.

Job ID: 2023-2324

External Company Name: Cambridge Investment Research, Inc.

External Company URL:

Telecommute: No