Sr. Wealth Management Strategy Consultant

FBL Financial Group, Inc.•West Des Moines, IA

1d•Hybrid

About The Position

Help shape the future of wealth management at Farm Bureau Financial Services. In this strategic consulting role, you'll serve as a trusted resource to advisors and representatives, providing advanced guidance on investment products, portfolio construction, financial planning concepts, and practice management strategies. If you're passionate about investment research, advisor development, and delivering exceptional support that helps clients pursue their financial goals, this is an opportunity to make a meaningful impact. 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, or managed money programs.
FINRA Series 7 and Series 65/66 licenses required.
Current Life & Health Insurance License required.
Strong understanding of investment products, portfolio construction, advisory platforms, and financial planning strategies.
Passion for coaching, educating, and helping advisors succeed.
Skilled communicator who can simplify complex topics and connect with a variety of audiences.
Relationship-builder with a collaborative mindset and strong business acumen.
Self-driven, service-focused, and motivated by delivering exceptional advisor experiences.
Ability to travel up to 25%.

Nice To Haves

Advanced industry designation such as CFP®, CFA®, ChFC®, or CLU® preferred.

Responsibilities

Be the go-to wealth management resource for advisors, helping them grow their business and better serve clients.
Guide advisors on portfolio strategies, asset allocation, and investment solutions that drive long-term success.
Research and evaluate investment products, mutual funds, and money managers to help shape our preferred offerings.
Turn complex market and investment concepts into practical guidance advisors can use with confidence.
Create and deliver engaging training programs that elevate advisor knowledge and effectiveness.
Partner with teams across Wealth Management, Sales, Marketing, Operations, and Compliance to support business growth.
Build strong 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 that strengthen advisor performance.
Make a meaningful impact on the growth and evolution of Farm Bureau Wealth Management.