Financial Advisor

Farm Bureau Financial Services; American Fork (UT); In loco; USD 72.000 - 120.000; Tempo pieno

Descrizione del lavoro

Farm Bureau Financial Services in American Fork, UT seeks an Investment Advisor Representative to provide comprehensive financial planning and wealth-management services to clients. You will work with a broad range of insurance products and leverage strong organizational support to grow your business.

You will access research tools, marketing and coaching while building long-term client relationships and expanding your advisory book through cross-selling opportunities.

Competenze

• Experience in financial planning and client advisement.
• Ability to build long-term client relationships.
• Willingness to obtain required licenses and ongoing education.

Mansioni

• Provide comprehensive financial planning, investment guidance & wealth-management services.
• Offer a wide suite of insurance products including Life, Annuities, Property & Casualty and more.
• Build and run your business with the backing of a respected and established organization.
• Access advanced support including research, technology platforms, marketing, legal guidance and coaching.
• Leverage cross-sell opportunities that grow your book and improve client retention.
• Marketing, legal, and back-office support.
• Ongoing training including Financial Advisor Academy, monthly webinars, and annual conferences.

Conoscenze

Relationship-building

Client advisory

Sales & cross-selling

Financial planning

Formazione

Licenses: Property & Casualty; Series 66 (or 63 and 65), CFP or ChFC

Descrizione del lavoro

Job Title: Investment Advisor Representative

Job Location: American Fork, UT

Are you ready to take the next step in financial services with a company that offers flexibility, income potential and unmatched support? Farm Bureau Financial Services is seeking motivated Investment Advisor Representatives (IARs) to join our team.

Why Choose Farm Bureau Financial Services?

For more than 85 years, Farm Bureau Financial Services has built a foundation of trust while serving our client/members throughout the region. We offer advisors access to industry-leading tools, resources, and support, empowering you to serve clients with confidence.

What You'll Do

• Provide comprehensive financial planning, investment guidance & wealth-management services
• Offer a wide suite of insurance products including Life, Annuities, Property & Casualty and more
• Build and run your business with the backing of a respected and established organization
• Access advanced support including research, technology platforms, marketing, legal guidance and coaching
• Leverage cross-sell opportunities that grow your book and improve client retention
• Marketing, legal, and back-office support
• Ongoing training including Financial Advisor Academy, monthly webinars, and annual conferences

Compensation

Enjoy a $72,000 base, generous commission schedule with increased earning potential as your business grows, plus opportunities to earn travel incentives and cash bonuses for top performers.

Required Licenses

Candidates must have or be willing to obtain the following licenses:

• Property & Casualty
• Series 66 (or 63 and 65, CFP or ChFC)

Who Thrives Here

• Value relationship-building and long-term client partnerships
• Want to operate with the independence of a business owner, with the support of a strong company
• Are passionate about helping individuals, families and businesses plan for and protect their futures

Location

• You have the flexibility to work from a hub office in Sandy, UT or establish your own office space.