Financial Advisor

Farm Bureau Financial Services; Lehi (UT); Hybrid; USD 72,000 - 120,000; Full time

Job summary

Farm Bureau Financial Services in Lehi, UT is seeking motivated Investment Advisor Representatives to join our team, offering flexibility, income potential, and unmatched support. You’ll provide comprehensive financial planning, investment guidance, and wealth-management services while offering a broad suite of insurance products.

Operate with the independence of a business owner, supported by a respected organization.

Qualifications

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

Responsibilities

• 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

Job description

Job Title: Investment Advisor Representative

Job Location: Lehi, 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 Licences

• 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.