Wealth Management Professional

1 day ago

West Des Moines, Iowa, United States FBL Financial Full time
Role Overview

We are seeking a highly motivated and organized Wealth Management Office Assistant to join our team in West Des Moines, Iowa. As a key member of our Wealth Management team, you will provide exceptional client service, support, and administrative assistance to our Wealth Management Advisors and Consultants.

Key Responsibilities
  • Support the sales process, onboarding, and servicing of clients, including opening new accounts, processing client requests, and monitoring client funding.
  • Prepare and update financial plans, conduct investment research, and prepare documentation for new business or other client transactions.
  • Process all new and existing client transactions, ensuring accuracy and timely completion, including client reviews, required minimum distributions, and other processes as needed.
  • Communicate directly with clients or agents on 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, and client files and records.
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, 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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