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Associate Advisor
2 weeks ago
Who We Are: With Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You'll Do: As an Associate Advisor you be primarily responsible for supporting the Lead Advisor, and Wealth Management Advisor as well as improving the retention of existing client relationships which supports the Lead Advisor's focus of developing new business. Other duties may include:
- Create financial plans in financial planning software for prospects and current clients.
- Conduct research on topics that may include the economy, financial markets, individual securities, mutual funds, annuities, third-party money managers and alternative investments.
- Perform ongoing fact-finding to uncover organic growth opportunities, multi-generational opportunities, cross-selling and important personal information.
- Complete investment research, create investment proposals for clients, create documents for investment reviews, submit investment allocations to broker dealer operations, and enter current investments into applicable performance measurement software.
- Ensure that all investment management programs are updated on a timely basis.
- Compile and analyze client data to develop financial plans and assemble customized proposals for clients and prospective clients.
- Document processes for all client analysis, financial planning, and research activities in the absence of an operations manager.
- Four years of advice and relationship management experience or related experience in the financial services industry.
- FINRA Registered Representative, Series 7, 63, 66 required.
- Current state Life and Health Insurance License required.
- Knowledge of key financial, investment, and risk management concepts, strong analytical skills, ability to see big picture and handle details.
- Skilled in basic statistics and quantitative products portfolio theory.
- Excellent people and presentation skills.
- A valid driver's license and satisfactory Motor Vehicle Records are required (Some travel including overnight stays may be required).
- Travel (30-50%) is required including overnight stays.
What We Offer You: 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
If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today
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.
