Wealth Management Product & Training Specialist

Herbert J. Sims & Co., Inc.; Boca Raton (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial advisory firm in Boca Raton is seeking a professional to support and train advisors on RIA platform and wealth management products. The role involves assisting with client onboarding, conducting presentations, and providing ongoing support for the firm's services. Ideal candidates have knowledge of managed accounts and the consultative process in wealth management. Strong proficiency in software tools and a commitment to professional development are essential.

Qualifications

• Experience in training and supporting financial advisors.
• General knowledge of Wealth Management products and services.
• Willingness to obtain necessary financial licenses.

Responsibilities

• Provide training and support to Sims Advisors on RIA platform.
• Assist with client onboarding for managed accounts.
• Conduct presentations to branch office managers.

Skills

Wealth management consultative process

RIA platform training

Proficiency in managed accounts

Understanding of financial products

Tools

RIA and broker/dealer software

Job description

A financial advisory firm in Boca Raton is seeking a professional to support and train advisors on RIA platform and wealth management products. The role involves assisting with client onboarding, conducting presentations, and providing ongoing support for the firm's services. Ideal candidates have knowledge of managed accounts and the consultative process in wealth management. Strong proficiency in software tools and a commitment to professional development are essential.