FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in WealthPort trading technology and workflows, providing support and training to financial professionals. Skilled in troubleshooting complex trading issues and developing training resources to enhance user experience and platform functionality.
Highest-signal resume keywords
FINRA Securities Industry Essentials (SIE)Series 7 LicenseWealthPort Trading System SupportTraining Resource DevelopmentCollaboration with Technology Teams
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trading Technology KnowledgePortfolio RebalancingAccount Management FunctionalityTroubleshooting Complex IssuesProcess Improvement Recommendations
Soft Skills
Exceptional Service OrientationContinuous Learning MindsetInnovation Contribution
Tools & Technologies
WealthPort Trading System
Certifications & Qualifications
FINRA Securities Industry Essentials (SIE)Series 7 License
Industry Keywords
Trading WorkflowsVirtual ConsultationsTraining SessionsProcedural DocumentationFeature Testing and Implementation
About the role
Key responsibilities & impact- Support financial professionals and internal associates with WealthPort trading technology and workflows
- Deliver virtual consultations and training sessions
- Assist advisors with portfolio rebalancing, trading tools, account management functionality, and platform best practices
- Troubleshoot complex trading and access-related issues
- Develop and maintain training resources, videos, job aids, and procedural documentation
- Collaborate with technology teams and software vendors to improve platform functionality
- Identify advisor pain points and recommend process improvements
- Participate in testing, implementation, and communication of new features and enhancements
- Contribute to exceptional service, continuous learning, and innovation
Requirements
What you’ll need- FINRA Securities Industry Essentials (SIE) and Series 7
- Must be a licensed Series 7 professional
- Knowledge of trading technology and workflows
- Ability to support WealthPort trading system users
- Ability to troubleshoot complex trading and access-related issues
- Ability to develop training resources, videos, job aids, and procedural documentation
- Ability to collaborate with technology teams and software vendors
- Ability to participate in testing, implementation, and communication of new features and enhancements
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
- Work/life balance support
- Opportunities to grow professionally
- Virtual consultations and training environment