Independent Investment Advisor – Flexible, High Earning Potential

Farm Bureau Financial Services; Draper (UT); On-site; USD 72,000 - 110,000; Full time

Benefits offered by this job

Travel incentives

Cash bonuses

Job summary

Farm Bureau Financial Services in Draper, UT is seeking motivated Investment Advisor Representatives to join our team. As an IAR, you’ll provide comprehensive financial planning, investment guidance and wealth-management services to clients while enjoying the support of a well-established organization.

This role offers a base salary of $72,000 with a generous commission schedule, travel incentives and performance bonuses as your business grows.

Qualifications

• Property & Casualty license or ability to obtain
• Series 66 (or 63 and 65) with CFP or ChFC preferred

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

Independent work style

Financial planning

Investment guidance

Job description

Farm Bureau Financial Services in Draper, UT is seeking motivated Investment Advisor Representatives to join our team. As an IAR, you’ll provide comprehensive financial planning, investment guidance and wealth-management services to clients while enjoying the support of a well-established organization.

This role offers a base salary of $72,000 with a generous commission schedule, travel incentives and performance bonuses as your business grows.