Financial Advisor

The Juris Agency; Sandy (UT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Retirement Plan

Job summary

Farm Bureau Financial Services is seeking an Investment Advisor Representative in Sandy, UT to deliver comprehensive financial planning and investment guidance while offering a broad range of insurance products. You’ll build your book with industry backing, supported by research, technology platforms, marketing, and coaching.

The role emphasizes cross-selling to grow client relationships and requires licenses such as Series 7 and Series 66 (or CFP/ChFC), along with Property & Casualty and Life &

Qualifications

• Must hold or be willing to obtain the required licenses.
• Series 7 and Series 66 (or 63/65) or CFP/ChFC are required or expected.
• Licensing aligns with advisory and insurance product responsibilities.

Responsibilities

• Provide comprehensive financial planning and investment guidance.
• Offer a wide suite of insurance products including Life, Annuities, Property & Casualty.
• Build and run your business with backing of a well-established organization.
• Access advanced support including research, technology platforms, marketing, legal guidance and coaching.
• Leverage cross-sell opportunities to grow your book and client retention.

Education

Property & Casualty license

Life & Health license

Series 7

Series 66 (or 63 and 65, CFP or ChFC)

Job description

Job Description

Company: Farm Bureau Financial Services

Job Title: Investment Advisor Representative

Job Location: Sandy, UT

Industry: Insurance, Financial Services

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.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Mon-Fri Schedule
• Retirement Plan

Responsibilities

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

Requirements

Required Licenses

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

• Property & Casualty
• Life & Health
• Series 7
• Series 66 (or 63 and 65, CFP or ChFC)