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Product 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 Consultant, Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Description

  • Provide aspects of RIA platform training, rollout, continued monitoring and overall support for Sims Advisors
  • Utilize the firm’s approved platforms to assist advisors in developing presentation materials for their clients or help coordinate with the Investment Strategy Team for custom portfolios and RFP responses.
  • Have general knowledge of all product areas of Wealth Management – managed accounts, HJ Sims proprietary models, individual securities, alternative investments, mutual funds etc.
  • Be proficient in the wealth management consultative process and due diligence procedures
  • Provide training to assist advisors to become more proficient at supporting and servicing their clients in the RIA
  • Visit Sims Private Client branch offices periodically/ as needed to make presentations and assist branch office managers and advisors
  • Work in conjunction with advisors to support public seminars for clients and prospects
  • Assist managers in the guidance and training of future team members
Requirements Managed Accounts and New Product Support:
  • Actively supports the initial rollout and adoption of wealth management products by HJ Sims Advisors
  • High energy interaction with all members of HJ Sims including, advisors, branch personnel and other members of Sims to drive understanding and ultimate success of all broker/dealer wealth management products and services
  • May review new managed account documentation before opening for portfolio risk tolerance and completeness
  • Assist with quarterly/semi-annual internal reviews of managed accounts
  • Assist advisors with client onboarding for managed accounts
  • Assists operations with billing set-up and ongoing fee disbursements
  • Become proficient in RIA and broker/dealer software and tools
  • Additional licensing may be required and adequate time will be given
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