Farm Bureau Financial Services · 1 day ago
Financial Advisor
Alamogordo, NM
Full-time
Hybrid
Mid LevelFarm Bureau Financial Services is a trusted company with over eighty years of experience in serving clients. They are seeking Investment Advisor Representatives who will have the flexibility of being business owners while receiving extensive support and resources to build their business and serve their clients effectively.
Financial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Travis M. Wendt
Responsibilities
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
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 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
Qualification
Company
Farm Bureau Financial Services
Farm Bureau is a insurance company.
Founded in 1939
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Ron Mead, CPCU, LLIF, MBA
Chief Operating Officer
Becky Elming
Talent Acquisition Partner
Company data provided by crunchbase