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© All Rights Reserved. ApplyBlast.com
Sims
This role focuses on providing comprehensive training, rollout, and ongoing support for the RIA platform at Sims Advisors. The position involves assisting advisors with client presentations, custom portfolios, and RFP responses while ensuring proficiency in wealth management products and consultative processes. Additionally, the specialist supports branch offices, public seminars, and the training of future team members.
Vision Beyond Numbers Quality impartial advice with a personal touch OUR PROFESSIONAL SERVICES Financial Guidance For Growth,For Support, For Success Beyond ...
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Sims.
Sims didn’t post a salary, so this is our estimate from similar listings.
23% above the average for this role
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