Financial Advisor

Farm Bureau Financial Services; Tooele (UT); On-site; USD 72,000 - 120,000; Full time

Job summary

Farm Bureau Financial Services in Tooele, UT is seeking an Investment Advisor Representative to provide comprehensive financial planning and investment guidance while offering a broad range of insurance products. The role supports client relationships and business growth with strong training and enterprise backing.

You will operate with the independence of a business owner, backed by a trusted regional firm, and access extensive research, platforms, and coaching to serve clients effectively.

Qualifications

• Current securities licenses (Series 66 or 63/65) and CFP/ChFC credentials preferred.
• Ability to build lasting client relationships and deliver comprehensive financial planning.

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 Farm Bureau Financial Services
• 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

Skills

Financial planning

Investment guidance

Client relationship building

Business ownership mindset

Education

Series 66 license

63/65 CFP or ChFC

Job description

Job Title: Investment Advisor Representative

Job Location: Tooele, 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

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

Who Thrives Here

We’re looking for professionals who:

• 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.