Investment Advisor Representative

Farm Bureau Financial Services; Oro Valley (AZ); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Commission incentives

Travel incentives

Cash bonuses

Job summary

Farm Bureau Financial Services in Arizona seeks motivated Investment Advisor Representatives to join our growing team in Oro Valley. You will provide comprehensive financial planning, investment guidance, and wealth management while offering Life and Property & Casualty products.

You’ll operate with the independence of a business owner, backed by strong support, training, and back‑office resources. Licenses required include P&C, Life & Health, Series 7, and Series 66 (or 63/65, CFP or ChFC).

Qualifications

• Licenses required: P&C and Life/Health, Series 7 and Series 66 (or 63/65, CFP or ChFC).
• Ability to work independently with company support and resources.
• Experience in financial planning and wealth management preferred.

Responsibilities

• Provide comprehensive financial planning, investment guidance & wealth‑management services.
• Offer a wide suite of insurance products including Life and Property & Casualty.
• Build and run your business with backing of a respected organization.
• Access research, technology platforms, marketing, legal guidance, and coaching.
• Leverage cross‑sell opportunities to grow your book and client retention.

Skills

Financial planning

Investment guidance

Wealth management

Sales / cross‑selling

Education

Property & Casualty

Life & Health

Series 7

Series 66 (or 63/65, CFP or ChFC)

Job description

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 growing Arizona team.

Why Choose Farm Bureau Financial Services?

For more than 85 years, Farm Bureau Financial Services has built a foundation of trust while serving 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

As an IAR, you’ll have the opportunity to:

• Provide comprehensive financial planning, investment guidance & wealth‑management services
• Offer a wide suite of insurance products including Life, 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
• RBC Black
• RBC Clearing & Custody services
• Marketing, legal, and back‑office support
• Ongoing training including Financial Advisor Academy, monthly webinars, and annual conferences

Enjoy generous commission schedule with increased earning potential as your business grows, plus opportunities to earn travel incentives and cash bonuses for top performers.

Candidates must have or be willing to obtain the following licenses:

• Property & Casualty
• Life & Health
• Series 7
• Series 66 (or 63 and 65, CFP or ChFC)

Who Thrives Here

We’re looking for professionals who:

• 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

You have the flexibility to work from a hub office in Oro Valley or establish your own office space.

Securities & services offered through FBL Marketing Services, LLC,+ 5400 University Ave., West Des Moines, IA 50266, 877/860-2904, Member SIPC. Advisory services offered through FBL Wealth Management, LLC.+ Farm Bureau Property & Casualty Insurance Company,+* Western Agricultural Insurance Company,+* Farm Bureau Life Insurance Company+*/West Des Moines, IA. +Affiliates. *Company providers of Farm Bureau Financial Services.