Sr. Wealth Management Performance Consultant
About The Position
Help shape the success of Wealth Management professionals across our organization. In this highly visible role, you'll coach, train, and develop advisors and representatives while helping drive growth, productivity, and long-term success through impactful learning programs and performance strategies. If you're passionate about developing people, delivering engaging training, and helping financial professionals thrive, we'd love to hear from you. 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.
Requirements
- Bachelor's degree (or equivalent experience) 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.
- 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%.
Nice To Haves
- CFP®, ChFC®, CLU®, or similar professional designation preferred.
- Series 24 license preferred.
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.
Benefits
- competitive benefits
- thoughtful career development
- educational opportunities
- option for a hybrid work arrangement
- enhanced 401(k) with company match
- low-cost health, dental and vision benefits
- life and disability insurance options
- paid time off
- holidays
- volunteer time
- onsite wellness facilities with fitness classes and programs
- daycare centers
- cafeterias
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What This Job Offers
Job Type
Full-time
Career Level
Senior
