Sr. Wealth Management Performance Consultant

Farm Bureau Financial Services; West Des Moines (IA); Hybrid; USD 100,000 - 170,000; Full time

Benefits offered by this job

Hybrid work arrangement

401(k) with company match

Health, dental and vision benefits

Job summary

Farm Bureau Financial Services is seeking a Sr. Wealth Management Performance Consultant to coach and develop Wealth Management professionals across our organization. You will design onboarding, lead trainings, and partner with field leaders to drive growth and productivity.

You will also serve as a resource on investment products and planning tools, staying ahead of industry trends and translating ideas into impactful learning opportunities across multi-state locations.

Qualifications

• Bachelor's degree or equivalent experience with seven years in wealth management/financial services.
• FINRA Series 7 and Series 65/66 licenses required.
• Current Life & Health Insurance License required.
• CFP®, ChFC®, CLU® or similar designation preferred.
• Series 24 license preferred.

Responsibilities

• Lead training and development programs to grow advisors' skills and business results.
• Design onboarding experiences for wealth management professionals.
• Serve as a trusted resource on wealth management products and advisor support programs.
• Partner with field leaders to identify performance opportunities and deliver impactful solutions.
• Develop and facilitate webinars, workshops, and virtual learning experiences.
• Help advisors maximize technology and resources to improve client outcomes.
• Champion financial planning best practices and support sales processes.

Skills

Coaching

Training

Presentation

Relationship-building

Communication

Travel up to 50%

Education

Bachelor's degree

Tools

FINRA Series 7

Series 65/66

Life & Health Insurance License

Series 24

Job description

Sr. Wealth Management Performance Consultant

Help shape the success of Wealth Management professionals across our organization. In this highly visible role, you'll coach, train, and develop advisors and representatives while helping drive growth, productivity, and long-term success through impactful learning programs and performance strategies. If you're passionate about developing people, delivering engaging training, and helping financial professionals thrive, we'd love to hear from you.

Who We Are:

At Farm Bureau Financial Services, we're more than an insurance company - we're a team committed to serving our client/members and supporting one another. For more than 85 years, we've helped protect the families, homes, vehicles, farms and futures of the people who count on us. We're also committed to creating a workplace where employees feel valued, supported and encouraged to grow. Our culture is grounded in integrity, teamwork, passion, service, leadership and accountability, and we take pride in fostering an environment that is welcoming, collaborative and people-focused.

What You'll Do:

• Lead training and development programs that help advisors grow their skills, confidence, and business results.
• Design engaging onboarding experiences that set new Wealth Management professionals up for long-term success.
• Serve as a trusted resource on wealth management products, financial planning tools, and advisor support programs.
• Partner with field leaders to identify performance opportunities and deliver solutions that make an impact.
• Develop and facilitate webinars, workshops, classroom sessions, and virtual learning experiences.
• Help advisors maximize technology, tools, and resources that improve efficiency and client outcomes.
• Champion financial planning best practices and support the adoption of sales and planning processes across the organization.
• Stay ahead of industry trends and translate new ideas into meaningful learning opportunities.
• Collaborate with internal teams and external partners to continuously enhance advisor development programs.
• Influence the growth and success of Wealth Management professionals across our multi-state footprint.

Qualifications:

• Bachelor's degree (or equivalent experience) and seven years of experience in wealth management, investments, mutual funds, managed money, or financial services.
• FINRA Series 7 and Series 65/66 licenses required.
• Current Life & Health Insurance License required.
• CFP®, ChFC®, CLU®, or similar professional designation preferred.
• Series 24 license preferred.
• Strong knowledge of investment products, advisory services, financial planning, and wealth management practices.
• Passion for coaching, training, and helping others reach their full potential.
• Excellent presentation, facilitation, communication, and relationship-building skills.
• Ability to influence and engage audiences ranging from new advisors to experienced field leaders.
• Self-starter who thrives in a collaborative, fast-paced environment and is committed to exceptional service.
• Ability to travel up to 50%.

What We Offer You:

We support employees with competitive benefits, thoughtful career development and educational opportunities and, in many positions, the option for a hybrid work arrangement. Our benefits package includes an enhanced 401(k) with company match, low-cost health, dental and vision benefits, and life and disability insurance options. You'll also enjoy paid time off, including holidays and volunteer time. Some of our locations even include onsite wellness facilities with fitness classes and programs, daycare centers, cafeterias and more. Farm Bureau...where your career can take root!

Work Authorization/Sponsorship:

Applicants must be currently authorized to work in the United States on a full-time 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 able to sponsor OPT status.