Registered Investment Advisor

Farm Bureau Financial Services; Sunland Park (NM); On-site; USD 50,000 - 80,000; Full time

Job summary

A financial services company in Sunland Park, NM is seeking a Bilingual Energetic Financial Services Sales Leader as an Investment Advisor Representative. This role allows for business ownership with support from a longstanding firm. Responsibilities include assisting client/members with financial decisions while leveraging extensive resources for success. Candidates should be proactive, with a passion for community engagement and service.

Qualifications

• Ability to serve diverse client/members’ needs.
• Understanding of estate planning and buy/sell agreements.

Responsibilities

• Support client/members in financial decisions.
• Utilize research and insights to enhance services.

Skills

Bilingual

Energetic

Tools

Technical tools

RBC Clearing & Custody services

Job description

Overview

Bilingual Energetic Financial Services Sales Leader

Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner with the support of a long-standing and trusted company. Plus your success can seed future growth – like bringing on staff and supporting your community. As an IAR with Farm Bureau, you never need to go at it alone. We’re proud to offer access to a vast array of resources to help build your business, such as:

• Technical tools to help support your client/members as they make financial decisions
• RBC Black for serving an extensive array of your client/members’ needs
• Support teams and coaches to answer questions and ensure you’re up-to-date
• Access to advanced RBC Clearing & Custody services
• Credit access lines available to client/members with taxable accounts
• Regularly released high-quality research and insights
• Legal support so you can confidently offer services like estate planning and buy/sell agreements
• Cross-sell opportunities that have been proven to increase client/member retention
• A corporate marketing team and an extensive selection of materials to help as you serve your client/members and grow your business

WHY CHOOSE FARM BUREAU FINANCIAL SERVICES

Farm Bureau Financial Services has built trust in our over-eighty-year history of serving client/members. We also have an established relationship with RBC Clearing & Custody; as one of their fastest growing firms, Farm Bureau has access to tools and resources beyond other companies of our size. Additionally, our wide offering of financial services means that our agents and advisors are equipped to take a comprehensive approach to helping their client/members plan for and protect their futures.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance, Sales, and Marketing
• Industries
• Insurance, Financial Services, and Investment Advice

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