Job description

Edge Investment Solutions is looking for a Junior Advisor position to add to our team. An ambitious Financial Advisor who loves people and financial planning. Someone who is driven, open to learning new things, always looking for ways to leave people better than you found them. An advisor who wants to meet with more people who want and need your help.

Edge Investment Solutions (Edgesvp.com) is an established firm with a stellar reputation, thousands of clients, refined processes, a talented team, and a marketing machine in place. Edge Investment Solutions consists of several National SmartVestor Pro's for Ramsey Solutions (Dave Ramsey). You can take heart knowing as a SmartVestor Pro, we have been evaluated based on our willingness and desire to help clients make informed decisions with their money— whether it’s kicking debt to the curb, investing for the long haul, or reaching any other financial goal.

A firm who works with our clients to identify their retirement goals, help them create and implement a sound, personalized retirement plan, and guide them throughout the journey.

When working with Edge Investment Solutions, you’ll have a "track to run on", systems and processes that work, a limitless pool of high-quality prospects who know who you are and have reached out to us, and a supportive team around you. You’ll spend most of your time on the phone with people who called in, meeting with those who you can help both in-person and virtually, helping them build financial plans, giving advice and problem solving, and implementing recommendations.

If you love meeting new people, are good on the phone and in person, have a fantastic work ethic, and you’re passionate about helping people achieve their financial goals, you’ve found your dream job.

Responsibilities

- Meet with clients and build custom financial plans

- Cultivate client relationships and service existing clients

- Prepare financial plans and check their accuracy

- Speak with prospects who contacted us over the phone - answer questions & determine if you can help them.

Qualifications

- Under 5 years of industry experience

- Series 6, 63 or 7 Securities License

- Life Insurance License (required)

- Series 65 Securities License (condition of employment if hired)

- Strong understanding of retirement planning/insurance/investment space a plus

- Excellent People, Communication, Sales, and Interpersonal skills

Job Type: Full-time

Pay: $40,000-60,000.00 first year

Benefits:
-Retirement Savings Plan with 3% Match
-Dental insurance
-Health insurance
-Paid time off

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Cedar Rapids, IA 52404: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: In person

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