Wealth Advisor: Flexible, Growth-Oriented Role

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

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).