Sr. Wealth Management Strategy Consultant

Farm Bureau Financial Services; West Des Moines (IA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work arrangement

Competitive benefits package

401(k) match and retirement benefits

Paid time off and holidays

Job summary

Farm Bureau Financial Services is seeking a Sr. Wealth Management Strategy Consultant to act as a trusted wealth management resource for advisors and representatives, guiding portfolio strategies, asset allocation, and investment solutions.

You will research products, translate market concepts into practical guidance, and develop training to elevate advisor effectiveness. The role emphasizes collaboration across Wealth Management, Sales, Marketing, Operations, and Compliance, with travel up to

Qualifications

• Bachelor’s degree or equivalent experience in wealth management or related field.
• 7+ years of experience in wealth management/investments or managed money programs.
• Series 7 and Series 65/66 licenses required.
• Current Life & Health Insurance License required.
• Advanced industry designations such as CFP®, CFA®, ChFC®, or CLU® preferred.

Responsibilities

• Be the go-to wealth management resource for advisors to grow their business and serve clients.
• Guide advisors on portfolio strategies, asset allocation, and investment solutions for long-term success.
• Research and evaluate investment products, mutual funds, and managers to shape offerings.
• Translate complex market concepts into practical guidance for advisors.
• Create and deliver training programs to elevate advisor knowledge and effectiveness.
• Collaborate with Wealth Management, Sales, Marketing, Operations, and Compliance to support growth.
• Build relationships with leading investment providers and external partners.
• Stay ahead of market trends and provide fresh insights to advisors and field leaders.
• Help develop sales strategies, educational resources, and tools to strengthen advisor performance.
• Contribute to the growth and evolution of Farm Bureau Wealth Management.

Skills

Wealth management

Portfolio construction

Financial planning

Coaching

Communication

Relationship building

Travel up to 25%

Education

Bachelor’s degree

CFP/CFA/ChFC/CLU preferred

Tools

FINRA Series 7

FINRA Series 65/66

Life & Health Insurance License

Job description

Sr. Wealth Management Strategy Consultant

Help shape the future of wealth management at Farm Bureau Financial Services. In this strategic consulting role, you’ll serve as a trusted resource to advisors and representatives, providing advanced guidance on investment products, portfolio construction, financial planning concepts, and practice management strategies. If you’re passionate about investment research, advisor development, and delivering exceptional support that helps clients pursue their financial goals, this is an opportunity to make a meaningful impact.

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:

• Be the go-to wealth management resource for advisors, helping them grow their business and better serve clients.
• Guide advisors on portfolio strategies, asset allocation, and investment solutions that drive long-term success.
• Research and evaluate investment products, mutual funds, and money managers to help shape our preferred offerings.
• Turn complex market and investment concepts into practical guidance advisors can use with confidence.
• Create and deliver engaging training programs that elevate advisor knowledge and effectiveness.
• Partner with teams across Wealth Management, Sales, Marketing, Operations, and Compliance to support business growth.
• Build strong relationships with leading investment providers and external partners.
• Stay ahead of market trends and bring fresh insights to advisors and field leaders.
• Help develop sales strategies, educational resources, and tools that strengthen advisor performance.
• Make a meaningful impact on the growth and evolution of Farm Bureau Wealth Management.

Qualifications:

• Bachelor’s degree (or equivalent experience) and seven years of experience in wealth management, investments, mutual funds, or managed money programs.
• FINRA Series 7 and Series 65/66 licenses required.
• Current Life & Health Insurance License required.
• Advanced industry designation such as CFP®, CFA®, ChFC®, or CLU® preferred.
• Strong understanding of investment products, portfolio construction, advisory platforms, and financial planning strategies.
• Passion for coaching, educating, and helping advisors succeed.
• Skilled communicator who can simplify complex topics and connect with a variety of audiences.
• Relationship-builder with a collaborative mindset and strong business acumen.
• Self-driven, service-focused, and motivated by delivering exceptional advisor experiences.
• Ability to travel up to 25%.

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.