RIA Platform Training & Advisor Support 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

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.