Farm Bureau Financial Services

Registered Investment Advisor

Direct message the job poster from Farm Bureau Financial Services

Travis M. Wendt

Travis M. Wendt

Bilingual Energetic Financial Services Sales Leader

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 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


WHY CHOOSE FARM BUREAU FINANCIAL SERVICES

Farm Bureau Financial Services has built trust in our over-eighty-year history of

serving client/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 client/members plan for and protect their futures.

  • Seniority level

    Associate
  • Employment type

    Contract
  • Job function

    Finance, Sales, and Marketing
  • Industries

    Investment Advice, Insurance, and Financial Services

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