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Financial Advisor

Wealth Management Product Specialist: Advisor Training

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: HJ Sims
Apprenticeship/Internship position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Boca Raton is seeking a professional to provide training and support for their RIA platform. The ideal candidate will assist advisors in developing client presentation materials and support the adoption of wealth management products. Responsibilities include conducting client onboarding and providing training to improve advisors' proficiency with firm services. This role requires strong knowledge of managed accounts and client interaction.

A solid background in wealth management is preferred.
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