Wealth Management Operations Principal
fbfs
About this role
A Wealth Management Operations Principal at Farm Bureau Financial Services supports registered representatives and advisors with operational tasks, compliance, and customer service in the broker/dealer industry.
Skills
Qualifications
About fbfs
fbfs.comFarm Bureau Financial Services is a U.S. insurance and financial services company affiliated with local Farm Bureau organizations that delivers insurance, retirement, and investment solutions through a network of local agents. It offers personal and commercial insurance products (auto, home, farm/ranch, life) plus wealth-management services such as annuities, IRAs, and financial planning. The firm emphasizes personalized, agent-driven relationships and community-focused service, positioning itself around putting people first and plans second. Headquartered in the Midwest, it serves customers across multiple states through locally based Farm Bureau agents.
About fbfs
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for fbfs.
More jobs at fbfs
Similar Jobs
Director of Operations, PNC Wealth Management (F)
PNC Bank
Head of Wealth Management Operations
Savvy Wealth
Administrative Assistant II - Wealth Management
First Interstate BancSystem
Associate Wealth Management Advisor
claire myers consulting
Registered Wealth Management Client Associate
Merrill Lynch
Client Service Associate Wealth Management
KLA Industries