Wealth Management Support Specialist

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

5d•Onsite

About The Position

Farm Bureau Financial Services is seeking a Wealth Management Support Specialist for their office in West Des Moines, Iowa. This role is crucial in supporting Wealth Management Advisors (WMAs) and Wealth Management Consultants (WMCs) throughout the sales process, client onboarding, and ongoing client servicing. The company values integrity, teamwork, passion, service, leadership, and accountability, with a history of over 80 years of protecting client/members and fostering employee growth.

Requirements

High school diploma or equivalent required.
Strong organizational skills, including use of Microsoft Office Suite required.
Fingerprinting and background check required.
Must be able to maintain confidentiality.
Strong communication and customer service skills, with an ability to interact with others by phone, email, and in-person.
Ability to learn and adapt to other technologies.
Must be able to work from our office in West Des Moines, Iowa.
Must be currently authorized to work in the United States on a full-time, permanent basis.

Nice To Haves

Minimum of two years’ financial services experience preferred.
Preference to direct exposure to both B/D and RIA platforms.

Responsibilities

Support multiple WMAs and WMCs to increase investment advisory, brokerage, and mutual fund sales.
Assist with operational tasks including opening new client accounts, processing client requests, monitoring client funding, reporting on Annual Reviews and RMDs, and troubleshooting issues.
Prepare Advisors for client meetings by preparing/updating financial plans, conducting investment research, and preparing documentation for new business or client transactions.
Process all new and existing client transactions from beginning to end, ensuring accuracy and timely completion, including Client Reviews, Required Minimum Distributions (RMDs), and other processes.
Communicate directly with clients or agents on service-related questions and changes, handling complex issues with minimal Advisor involvement.
Maintain compliance-approved materials such as sales literature, brochures, prospectuses, forms, and manuals.
Maintain the integrity of client files and records via hard copy files with a goal of E-File maintenance.
Perform other tasks as needed.