About this role
Product Specialist at HJ Sims. Location: Boca Raton, Florida, United States. Role: train advisors, develop presentations, present to clients Requirements: Provide training on RIA platforms, support wealth management products, and assist advisors with client materials and presentations. Category: Finance and Accounting Seniority: Mid Level Tools: RIA platform, Broker/dealer software and tools Commitment: Full Time Workplace: Hybrid Languages: English