Financial Advisor

Farm Bureau Financial Services; Ogden (UT); Hybrid; USD 65,000 - 79,000; Full time

Job summary

Farm Bureau Financial Services in Utah is seeking an Investment Advisor Representative to provide comprehensive financial planning, investment guidance and wealth-management services to clients across the region.

You will build and run your own advisory practice with the backing of a respected company, gaining access to research, technology platforms, marketing and coaching while pursuing licenses to serve individuals, families and businesses.

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

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

• 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.