Flexible Wealth Advisor - Investments & Insurance

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

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 &