Product Specialist

HJ Sims; Boca Raton (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Boca Raton is seeking a professional to provide RIA platform training and support to its advisors. The role involves developing presentation materials, ensuring the proficient use of wealth management products, and assisting with client onboarding for managed accounts. Strong interpersonal skills and a solid understanding of wealth management are essential. This position offers opportunities for training and support with a dynamic team environment.

Qualifications

• Experience in the wealth management consultative process and due diligence procedures.
• Ability to train advisors to become proficient in supporting their clients.
• Strong presentation skills for public seminars.

Responsibilities

• Provide training on the RIA platform and support for Sims Advisors.
• Assist advisors in developing presentation materials for clients.
• Support public seminars for clients and prospects.

Skills

Proficiency in wealth management consultative process

General knowledge of product areas of Wealth Management

High energy interaction skills

Ability to assist with client onboarding

Proficient in RIA and broker/dealer software

Job description

Description

• Provide aspects of RIA platform training, rollout, continued monitoring and overall support for Sims Advisors
• Utilize the firm’s approved platforms to assist advisors in developing presentation materials for their clients or help coordinate with the Investment Strategy Team for custom portfolios and RFP responses.
• Have general knowledge of all product areas of Wealth Management – managed accounts, HJ Sims proprietary models, individual securities, alternative investments, mutual funds etc.
• Be proficient in the wealth management consultative process and due diligence procedures.
• Provide training to assist advisors to become more proficient at supporting and servicing their clients in the RIA.
• Visit Sims Private Client branch offices periodically/ as needed to make presentations and assist branch office managers and advisors.
• Work in conjunction with advisors to support public seminars for clients and prospects.
• Assist managers in the guidance and training of future team members.

Requirements

• Actively supports the initial rollout and adoption of wealth management products by HJ Sims Advisors.
• High energy interaction with all members of HJ Sims including, advisors, branch personnel and other members of Sims to drive understanding and ultimate success of all broker/dealer wealth management products and services.
• May review new managed account documentation before opening for portfolio risk tolerance and completeness.
• Assist with quarterly/semi-annual internal reviews of managed accounts.
• Assist advisors with client onboarding for managed accounts.
• Assists operations with billing set-up and ongoing fee disbursements.
• Become proficient in RIA and broker/dealer software and tools.
• Additional licensing may be required and adequate time will be given.