$48,000 - $85,000 yearly
D.A. Davidson
Remote (USA)
Job Description
Summary/Function: The Business Tools Analyst, Trainer and CRM Associate for Wealth Management is part of the Desktop Solutions Group, and will be responsible for product implementation of tools, and other Financial Advisor desktop tools. The Desktop Solutions Group supports Wealth Management branches in ongoing training through branch visits, webinars, recorded videos, remote access to individual user’s desktops, phone calls with individual users and assistance via email.
Experience and Skills
Qualifications: * Minimum of a Bachelor’s degree in business or related field, or 5 years related experience * Industry experience in retail investments, estate planning, financial planning, audit, accounting, or insurance preferred * 5-8 years of experience as a successful trainer * Excellent written and verbal communication skills * Experience with the Thomson Reuters / BETA, Trade Web, CRM, Envestnet, Hearsay and/or other Wealth...