RIA Platform Training & Advisor Support Specialist
HJ Sims
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. #J-18808-Ljbffr HJ Sims
Vacancy posted 2 days ago
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