Wealth Advisor: Flexible, High-Earning with Full Support

Farm Bureau Financial Services; Layton (UT); Hybrid; USD 65,000 - 79,000; Full time

Benefits offered by this job

Travel incentives

Cash bonuses

Job summary

Farm Bureau Financial Services in Layton, UT is seeking motivated Investment Advisor Representatives to join our team, offering a base of $72,000 plus commissions and growth potential.

You’ll provide comprehensive financial planning and investment guidance, offer life, annuities, property & casualty insurance, and build your practice with support, research, technology, and coaching from a respected organization.

Qualifications

• Must hold Property & Casualty license.
• Series 66 license (or 63/65) and CFP or ChFC credentials preferred.

Responsibilities

• Provide comprehensive financial planning, investment guidance & wealth-management services.
• Offer insurance products including Life, Annuities, Property & Casualty and more.
• Build and run your business with the backing of a respected and established organization.
• Access research, technology platforms, marketing, legal guidance and coaching.
• Leverage cross-sell opportunities to 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

Client service

Networking

Education

Series 66

63/65, CFP or ChFC

Property & Casualty license

Job description

Farm Bureau Financial Services in Layton, UT is seeking motivated Investment Advisor Representatives to join our team, offering a base of $72,000 plus commissions and growth potential.

You’ll provide comprehensive financial planning and investment guidance, offer life, annuities, property & casualty insurance, and build your practice with support, research, technology, and coaching from a respected organization.