Registered Investment Advisor
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.
Registered Investment Advisor
Becoming an Investment Advisor Representative (IAR) with Farm. ...
Registered Investment Advisor
Becoming an Investment Advisor Representative (IAR) with Farm. ...
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