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Financial Advisor Financial Services Financial Consultant

Wealth Management Product & Training Specialist

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Herbert J. Sims & Co., Inc.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
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.
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