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
#J-18808-Ljbffr
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
#J-18808-Ljbffr