Investment Advisor: Flexible Schedule, High Earnings

Farm Bureau Financial Services

Lehi (UT)

Hybrid

USD 72,000 - 120,000

Full time

9 days ago

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Job summary

Farm Bureau Financial Services in Lehi, UT is seeking motivated Investment Advisor Representatives to join our team, offering flexibility, income potential, and unmatched support. You’ll provide comprehensive financial planning, investment guidance, and wealth-management services while offering a broad suite of insurance products.

Operate with the independence of a business owner, supported by a respected organization.

Qualifications

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

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

Job description

Farm Bureau Financial Services in Lehi, UT is seeking motivated Investment Advisor Representatives to join our team, offering flexibility, income potential, and unmatched support. You’ll provide comprehensive financial planning, investment guidance, and wealth-management services while offering a broad suite of insurance products.

Operate with the independence of a business owner, supported by a respected organization.

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