Licensed Financial Advisor
$167k - $202kFarm Bureau Financial Services - Central New Mexico
Job Description
Job Description
Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities.
You’ll have flexibility and high earning potential 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, Riskalyze for helping assess your client/members’ risk tolerance and Moneyguide Pro for state-of-the-art financial planning
- 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 clients/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 career
WHY CHOOSE FARM BUREAU FINANCIAL SERVICES
Farm Bureau Financial Services has built trust in our over-eighty-year history of serving clients/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 clients/members plan for and protect their futures.
Compensation:$167,000 - $202,000 at plan commission
Responsibilities:- Partner with clients to create customized financial strategies tailored to their objectives, timelines, and comfort with risk.
- Apply RBC Black and Riskalyze platforms to evaluate portfolio performance and support informed investment decisions.
- Work closely with internal support teams to remain current on market developments, industry trends, and planning strategies.
- Use MoneyGuidePro to deliver comprehensive, technology-driven financial planning solutions.
- Assist clients with estate planning and buy/sell agreement coordination, supported by in-house legal resources.
- Identify cross-selling opportunities that strengthen client relationships and improve long-term retention.
- Take part in continuous professional development and training programs to expand advisory expertise and industry knowledge.
- Experience in financial advising, with a focus on personalized financial planning.
- Proven track record of utilizing RBC Black and Riskalyze tools for effective portfolio management.
- Ability to collaborate seamlessly with support teams to stay informed on financial trends.
- Proficiency in using Moneyguide Pro for delivering advanced financial planning services.
- Strong skills in facilitating estate planning and buy/sell agreements with legal support.
- Capability to identify and engage in cross-selling opportunities to enhance client satisfaction.
- Commitment to ongoing training and development to refine advisory skills and knowledge base.
It’s your future. Let’s protect it.
Founded more than 80 years ago to serve the needs of farmers and ranchers, Farm Bureau Financial Services has grown to be one of the most comprehensive financial services providers in the market today. Farm Bureau Financial Services offers a full suite of insurance and financial services products to clients/members in 14 Western and Midwestern states. Our exclusive multi-state agent force provides insurance products, including auto, home, life, farm/ranch, business, and more. Helping complete the financial services offering, advisors offer wealth management and financial planning services.
Vacancy posted 1 day ago
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