Wealth Management Client Support Specialist
Job in
West Des Moines, Polk County, Iowa, 50265, USA
Listed on 2026-08-28
Listing for:
Farm Bureau Financial Services
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Farm Bureau Financial Services in West Des Moines, IA, is seeking a Wealth Management Support Specialist to assist Wealth Management Advisors and Consultants throughout the sales process, onboarding, and ongoing client servicing. This role emphasizes accuracy, client communication, and collaboration with the advisory team.
Candidates should have at least two years in financial services, strong MS Office skills, and the ability to handle complex issues with limited advisor involvement, while
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