Flexible Financial Advisor - Earning Potential & Support

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

Job summary

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.

Qualifications

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

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.

Skills

Relationship-building

Client advisory

Sales & cross-selling

Financial planning

Education

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

Job description

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.