Wealth Management Professional

2 days ago

Des Moines, Iowa, United States Farm Bureau Financial Services Full time
About the Role

We are seeking a highly skilled and motivated Wealth Management Specialist to join our team at Farm Bureau Financial Services. As a key member of our team, you will play a critical role in supporting our Wealth Management Advisors and Consultants in all aspects of the sales process, onboarding, and servicing clients.

Key Responsibilities
  • Support multiple WMAs and WMCs to increase investment advisory, brokerage, and mutual fund sales while enhancing operational efficiencies.
  • Open new client accounts, process client requests, monitor client funding, and report on Annual Reviews, RMDs, and troubleshoot any issues that arise.
  • Schedule and prepare Advisors for upcoming client meetings, including preparing and updating financial plans, conducting investment research, and preparing documentation for new business or other client transactions.
  • Process all new and existing client transactions from beginning to end, ensuring accuracy and timely completion, including but not limited to Client Reviews, Required Minimum Distributions (RMDs), and other processes as needed.
  • Communicate directly with clients or agents on all service-related questions and changes, handling complex issues and problems with little or no Advisor involvement.
  • Maintain compliance-approved materials, including sales literature, brochures, prospectuses, forms, manuals, etc., while also maintaining the integrity of client files and records via hard copy files with a goal of E-File maintenance.
Requirements
  • Minimum of two years' financial services experience preferred, with direct exposure to both B/D and RIA platforms.
  • High school diploma or equivalent required.
  • Strong organizational skills, including use of Microsoft Office Suite required.
  • Fingerprinting and background check required, with the ability to maintain confidentiality.
  • Strong communication and customer service skills, with the ability to interact with others by phone, email, and in-person.
  • Ability to learn and adapt to other technologies.
  • Must be able to work from our office in West Des Moines, Iowa.
What We Offer

When you're on our team, you get more than a great paycheck. You'll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and for many positions, even consideration for a hybrid work arrangement. Farm Bureau...where the grass really IS greener

Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.

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