- Location
- Boca Raton, FL
- Department
- IT
- Source
- Paylocity
Description
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
