Licensed Financial Advisor

Farm Bureau Financial Services - Central New Mexico

Licensed Financial Advisor

Albuquerque, NM
Full Time
Paid
  • Responsibilities

    Becoming an Investment Advisor Representative (IAR) with Farm Bureau Financial Services opens the door to opportunities. You’ll have the flexibility and earning potential of being a business owner 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 • 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. Responsibilities: • Guide clients in developing personalized financial plans that align with their goals and risk tolerance. • Utilize RBC Black and Riskalyze tools to assess and manage client portfolios effectively. • Collaborate with our support teams to stay informed on the latest financial trends and insights. • Leverage Moneyguide Pro to provide state-of-the-art financial planning services. • Facilitate estate planning and buy/sell agreements with confidence, backed by our legal support. • Engage in cross-selling opportunities to enhance client retention and satisfaction. • Participate in ongoing training and development to refine your advisory skills and knowledge base. Qualifications: • 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. Compensation: $167,000 - $202,000 yearly

    • Guide clients in developing personalized financial plans that align with their goals and risk tolerance. • Utilize RBC Black and Riskalyze tools to assess and manage client portfolios effectively. • Collaborate with our support teams to stay informed on the latest financial trends and insights. • Leverage Moneyguide Pro to provide state-of-the-art financial planning services. • Facilitate estate planning and buy/sell agreements with confidence, backed by our legal support. • Engage in cross-selling opportunities to enhance client retention and satisfaction. • Participate in ongoing training and development to refine your advisory skills and knowledge base.

  • Compensation
    $167,000-$202,000 per year