Farm Bureau Financial Services
This strategic consulting role serves as a trusted resource to advisors, providing advanced guidance on investment products, portfolio construction, and financial planning concepts to help clients pursue their financial goals. The position involves researching investment products, creating training programs, and partnering with internal teams to support business growth and advisor development. It requires a strong understanding of wealth management and a passion for coaching and educating advisors.
Farm Bureau Financial Services is a U.S. insurance and financial services company affiliated with local Farm Bureau organizations that delivers insurance, retirement, and investment solutions through a network of local agents. It offers personal and commercial insurance products (auto, home, farm/ranch, life) plus wealth-management services such as annuities, IRAs, and financial planning. The firm emphasizes personalized, agent-driven relationships and community-focused service, positioning itself around putting people first and plans second. Headquartered in the Midwest, it serves customers across multiple states through locally based Farm Bureau agents.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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