Strategic Wealth Management Advisor Leader

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

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