Wealth Management Training & Performance Coach

Farm Bureau Financial Services; West Des Moines (IA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Low-cost health, dental and vision

Life and disability insurance

Paid time off and holidays

On-site wellness facilities with gym/;

Daycare centers

Cafeterias

Job summary

Farm Bureau Financial Services is seeking a senior Wealth Management trainer who will coach, train, and develop advisors and representatives across our organization. You will drive impactful learning programs, performance strategies, and long-term success for financial professionals.

You will design onboarding experiences, deliver webinars and live sessions, and partner with field leaders to elevate client outcomes. A hybrid work arrangement across multiple states is available.

Qualifications

• Bachelor's degree (or equivalent) 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.
• 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%.

Responsibilities

• 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.

Skills

Coaching

Training delivery

Public speaking

Communication

Relationship-building

Facilitation

Travel up to 50%

Education

Bachelor's degree in finance or related field

CFP®, ChFC®, CLU® or similar designation preferred

Job description

Farm Bureau Financial Services is seeking a senior Wealth Management trainer who will coach, train, and develop advisors and representatives across our organization. You will drive impactful learning programs, performance strategies, and long-term success for financial professionals.

You will design onboarding experiences, deliver webinars and live sessions, and partner with field leaders to elevate client outcomes. A hybrid work arrangement across multiple states is available.