What are the responsibilities and job description for the Financial Advisor position at Farm Bureau Financial Services?
Company: Farm Bureau Financial Services
Job Title: Investment Advisor Representative
Job Location: Lehi, UT
Industry: Insurance, Financial Services
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 team.
Why Choose Farm Bureau Financial Services?
For more than 85 years, Farm Bureau Financial Services has built a foundation of trust while serving our 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, 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
Tools & Resources at Your Fingertips
• RBC Black
• Nitrogen for risk analysis
• MoneyGuide Pro financial planning
• RBC Clearing & Custody services
• Marketing, legal, and back-office support
• Ongoing training including Financial Advisor Academy, monthly webinars, and annual
conferences
Compensation
Enjoy a $72,000 base, generous commission schedule with increased earning potential as your business grows, plus opportunities to earn travel incentives and cash bonuses for top performers.
Required Licenses
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:
• Value relationship-building and long-term client partnerships
• 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
Location
- You have the flexibility to work from a hub office in Sandy, UT or establish your own office space.