Product Specialist

Herbert J. Sims & Co Inc. · Boca Raton, FL

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About this role

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…

Excerpt only. The full posting is on the employer’s careers site.

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