Wealth Management Operations Transition Specialist

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Job description

Wealth Management Operations Transition Specialist

Do you have a strong attention to detail? Do you have experience successfully transitioning financial staff effectively? If so, we might just have the right opportunity for you!

Who We Are: At Farm Bureau Financial Services, 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. We're a financial services firm serving over 540,000 client members in 15 states. In 2018 FBFS launched Farm Bureau Wealth Management. Partnering with our custodian, Royal Bank of Canada (RBC) we deliver another dimension of financial services to our client/members through financial planning and fee-based asset management.

What You'll Do: As our Operations Transition Specialist you will help ensure that our Wealth Management Advisors have key elements in place to create their successful transition. You will help them focus on the important details, including the practical aspects of mapping accounts, transferring securities licenses, and any other essential documents they need to follow, including payroll, technology and compliance systems to support a positive onboarding experience. This role also supports the Wealth Management Operations team with business processing needs such as helping open new accounts, processing distributions and withdrawals, etc.

What It Takes to Join Our Team:

• College degree (Business or Finance preferred) or equivalent combination of education and experience required.
• 1-3 years of front line industry transitioning/onboarding or operations experience in a full service environment.
• FINRA Series 6 or 7 and 63 Registered Representative license preferred.
• Must have or attain knowledge of personal computer (spreadsheets and word processing software), Windows environment (Outlook, Excel, Word, and PowerPoint).
• Demonstrated ability to use a consultative approach between candidates and hiring leaders.
• Must be able to maintain confidentiality.

What We Offer You: When you're on our team, you get more than a great paycheck. You'll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and even an onsite medical clinic. Farm Bureau....where the grass really IS greener!

If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today!

Work Authorization/Sponsorship
Applicants must be currently authorized to work in the United States on a full-time basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not able to sponsor OPT status.

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