Wealth Management Product & Training Specialist
Herbert J. Sims & Co., Inc.
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. #J-18808-Ljbffr Herbert J. Sims & Co., Inc.
Vacancy posted 4 days ago
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