Wealth Strategy Advisor (Hybrid) – Growth

Farm Bureau Financial Services; West Des Moines (IA); Híbrido; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) with company match

Health, dental and vision insurance

Life and disability insurance

Paid time off and holidays

Resumo da oferta

Farm Bureau Financial Services is seeking a Wealth Management Strategy Consultant in Iowa to serve as a trusted wealth management resource for advisors, guiding portfolio strategies and investment solutions. The role involves researching products, creating practical guidance, and developing training to elevate advisor knowledge and performance.

This strategic consultant position offers hybrid work options, competitive benefits, and opportunities to shape Farm Bureau Wealth Management with

Qualificações

• Bachelor's degree (or equivalent) with seven years in wealth management/investments.
• FINRA Series 7 and Series 65/66 licenses required.
• Life & Health Insurance License required.
• CFP®, CFA®, ChFC®, or CLU® preferred.
• Strong understanding of investment products and portfolio construction.
• Willingness to travel up to 25%.

Responsabilidades

• Be the go-to wealth management resource for advisors.
• Guide advisors on portfolio strategies, asset allocation and investment solutions.
• Research and evaluate investment products, mutual funds and money managers.
• Translate complex market concepts into practical guidance for advisors.
• Create and deliver engaging training programs for advisors.
• Partner with Wealth Management, Sales, Marketing, Operations and Compliance to grow the business.
• Build 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 for advisor performance.
• Impact the growth and evolution of Farm Bureau Wealth Management.

Conhecimentos

Wealth management

Advisor coaching

Strong communication

Relationship building

Travel readiness

Formação académica

Bachelor's degree

Ferramentas

FINRA licenses

Life & Health License

Descrição da oferta de emprego

Farm Bureau Financial Services is seeking a Wealth Management Strategy Consultant in Iowa to serve as a trusted wealth management resource for advisors, guiding portfolio strategies and investment solutions. The role involves researching products, creating practical guidance, and developing training to elevate advisor knowledge and performance.

This strategic consultant position offers hybrid work options, competitive benefits, and opportunities to shape Farm Bureau Wealth Management with