Wealth Management Support Specialist

About Us

At Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars, and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership, and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.

Responsibilities

• Work closely with Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs) in all requirements of the sales process, onboarding, and servicing clients.
• Support multiple WMAs and WMCs to increase investment advisory, brokerage, and mutual fund sales while aiding in operational tasks.
• Open new client accounts, process client requests, monitor client funding, report on Annual Reviews and Required Minimum Distributions (RMDs), and troubleshoot issues.
• Prepare Advisors for upcoming client meetings, including preparing/updating financial plans, conducting investment research, and preparing documentation for new business or other client transactions.
• Process all new and existing client transactions from beginning to end, ensuring accuracy and timely completion, including Client Reviews and RMDs.
• Communicate directly with clients or agents on all service-related questions and changes, handling complex issues with little or no Advisor involvement.
• Maintain compliance-approved materials, such as sales literature, brochures, prospectuses, forms, and manuals, while ensuring the integrity of client files and records (hard copy and e-files).
• Perform all other tasks as needed.

Requirements

• Minimum of two years' financial services experience preferred, with direct exposure to both B/D and RIA platforms.
• High school diploma or equivalent required.
• Strong organizational skills, including proficiency in Microsoft Office Suite.
• Fingerprinting and background check required; ability to maintain confidentiality.
• Strong communication and customer service skills, with the ability to interact via phone, email, and in-person.
• Ability to learn and adapt to new technologies.
• Must be able to work from our office in West Des Moines, Iowa.

Benefits

• Enhanced 401K with a company match.
• Low-cost health, dental, and vision benefits.
• Life and disability insurance options.
• Paid time off, including holidays and volunteer time.
• Onsite wellness facility with fitness classes and programs.
• Onsite daycare center and cafeteria.
• Consideration for hybrid work arrangements for many positions.
• Career development and educational opportunities.

Applicants must be currently authorized to work in the United States on a full-time, permanent basis without sponsorship.