Wealth Management Specialist

3 months ago


West Des Moines, United States Farm Bureau Financial Services Full time

Wealth Management Specialist

Wealth Management Specialist

Do you have a passion for helping people and delivering an exceptional client experience? Do you enjoy problem solving and resolving issues? If so, this may be the opportunity for you to work in our office located in Des Moines, Iowa

Who We Are:  At 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 a Wealth Management Specialist you’ll work closely with Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs) in all requirements of the sales process, onboarding, and servicing clients.

·The position supports multiple WMAs and WMCs to increase investment advisory, brokerage and mutual fund sales while aiding in operational efficiencies.

·Opening new clients accounts, processing client requests, monitoring client funding, reporting on Annual Reviews, RMDs, and troubleshooting any issues that arise.

·Schedule & prepare Advisor for upcoming client meetings, including preparing/updating financial plans, conducting investment research, preparing documentation for new business or other client transactions.

·Process all new & existing client transactions from beginning to end, ensuring accuracy & 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 goal of E-File maintenance.

·All other tasks, as needed.

 What It Takes to Join Our Team:

Minimum of two years’ financial services experience preferred. Preference to 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. Must be able to maintain confidentiality. Strong communication and customer service skills, with an 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 You:  When you’re on our team, you get more than a great ’ll hear about career development and educational offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance also offer paid time off, including holidays and volunteer time, and teams who know how to have 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 the grass really IS greener



  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Wealth Creation SpecialistStrategic Fortune Wealth Management is a boutique wealth management firm in Greater Los Angeles with a mission to build lasting financial security in the lives of our clients. Our focus on developing deep and meaningful relationships with our clients has enabled us to succeed over the long-term.As a Wealth Management Professional,...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    About the RoleWe offer a competitive estimated salary of $120,000 - $180,000 per year, commensurate with experience. As a Financial Advisor with Strategic Fortune Wealth Management, you will have access to a comprehensive training program, ongoing support from our team of specialists, and opportunities for career growth and advancement.Your responsibilities...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    About UsStrategic Fortune Wealth Management is a premier financial planning firm specializing in comprehensive wealth management tailored to the unique needs of individuals and businesses. Our firm has over 30 years of combined experience serving clients in Southern California.Our MissionAt Strategic Fortune Wealth Management, our mission is to build...


  • Des Moines, Iowa, United States Smith + Frieberg Financial Full time

    Job OverviewWe are seeking a skilled Wealth Management Specialist to join our team at Smith + Frieberg Financial. As a key member of our client-facing team, you will play a vital role in delivering exceptional client service and helping our clients achieve their long-term financial goals.Key Responsibilities:Develop and implement tailored financial plans for...


  • West Warwick, Rhode Island, United States Capital Wealth Management Full time

    Job OverviewWe are seeking an experienced Investment Service Specialist to join our team at Capital Wealth Management, a rapidly growing investment advisory firm in West Warwick, RI.


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Job DescriptionWe are seeking a talented individual to join our team as a Financial Advisor Trainee at Strategic Fortune Wealth Management. This role offers an exciting opportunity to build a thriving business and make a meaningful impact on people's lives.About the RoleAs a Financial Advisor, you will have the autonomy to build your own client base and...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Company OverviewStrategic Fortune Wealth Management is a leading provider of comprehensive wealth management services. Our team of experts specializes in offering tailored solutions to individuals and businesses.SalaryOur financial advisors can earn unlimited income, with no caps on their earnings potential. This means that successful professionals can build...


  • Des Moines, Iowa, United States Smith + Frieberg Financial Full time

    We are searching for a talented Wealth Management Professional to become part of our dynamic team at Smith+Frieberg Financial. As an Associate Financial Planner, you will have the opportunity to grow your career while making a direct impact on our clients' lives.The expected salary range for this position is $90,000-$120,000 based on experience.In this role,...


  • Des Moines, Iowa, United States S&S Employment Partners Full time

    Job OpportunityWe are seeking a highly skilled Digital Wealth Project Lead to oversee and execute strategic projects that drive the further development and implementation of innovative digital solutions.The ideal candidate will have at least five years of project management experience in the wealth management industry with a focus on digital solutions.The...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Job OverviewWe are seeking a highly skilled Wealth Management Professional to join our team at Strategic Fortune Wealth Management.This is an exceptional opportunity to launch your career as a financial advisor and help clients achieve their long-term goals.


  • Des Moines, Iowa, United States Smith + Frieberg Financial Full time

    About UsAt Smith + Frieberg Financial, we aim to simplify the complexities of financial planning and help you prepare for the planned and unplanned aspects of life.Our team is passionate about providing personalized advice and exceptional client service, and we are committed to helping our clients achieve their financial goals. We offer a comprehensive suite...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    About Our FirmStrategic Fortune Wealth Management is an independent financial services company, affiliated with Cetera Financial Services, Inc. Our team of experts provides comprehensive wealth management services to individuals and businesses, specializing in financial planning, investment advisory, and insurance services.CompensationOur financial advisors...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Key ResponsibilitiesDevelop a client base by building lasting, meaningful relationships.Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals.Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives.Create and implement customized financial...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Unlock Your Earning PotentialAt Strategic Fortune Wealth Management, we believe that everyone deserves the opportunity to achieve financial freedom. As a Financial Advisor Trainee, you will have the chance to build a lucrative career, with uncapped earnings potential and a comprehensive benefits package.About the RoleYou will work closely with experienced...


  • Des Moines, Iowa, United States GILBERT & COOK INC Full time

    We are seeking a highly skilled and experienced Relationship Manager to join our team at Gilbert & Cook Inc. in West Des Moines, Iowa.The successful candidate will have a proven track record of delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Supporting advisors in delivering top-notch...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Job OverviewStrategic Fortune Wealth Management is a boutique wealth management firm in the Greater Los Angeles area, dedicated to building lasting financial security for its clients. With a focus on developing deep and meaningful relationships, our team of highly trained advisors and professional staff deliver advice, strategies, and solutions to help...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    About Strategic Fortune Wealth ManagementStrategic Fortune Wealth Management is a leading financial services company specializing in comprehensive wealth management tailored to the unique needs of individuals and businesses. Our firm has over 30 years of combined experience serving clients in Southern California.Our ExpertiseWe provide sound, professional...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Company OverviewStrategic Fortune Wealth Management is a leading boutique wealth management firm in the Greater Los Angeles area. Our mission is to build lasting financial security for our clients by delivering personalized advice, strategies, and solutions. We strive to create long-term relationships built on trust, integrity, and expertise.We provide a...


  • West Des Moines, Iowa, United States Farm Bureau Financial Services Full time

    Job SummaryWe are seeking a highly detail-oriented and organized Digital Form Management Specialist to join our team at Farm Bureau Financial Services. In this role, you will be responsible for the management, standardization, creation, review, and maintenance of all correspondence and forms generated to communicate with client members across Financial...


  • West Chester, United States Citadel Federal Credit Union Full time

    As a Wealth Management Associate, you will play an integral role in the success of Citadel. You will assist in administering, marketing, and growing client relationships, working closely with Advisors to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You...