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Gradient Financial Group
Company Website:
Careers Website:
Industries:
Finance and Banking| Marketing, Sales and Service
Positions Typically Hiring For:
Financial Sales
Positions Posted (Contact information can be found at the bottom of the page)
Position 1:
Investment Advisory Sales Professional
Listing Application Link:
Location:
Minnesota
Type:
Full-Time
Accepted Majors:
Business, Management and Administration| Finance and Banking| Marketing, Sales and Service
Position Description:
Do you love the financial services industry but are sick of the “sink or swim” agent life? Are you at a big corporate company and are looking for something faster paced and exciting? Check us out!
We are seeking experienced sales professionals who are ready to advance their careers in the investment advisory industry. This role is ideal for individuals who want to make a meaningful impact, work in a collaborative and energetic environment, and earn a competitive base salary with performance-based compensation.
In this role, you will recruit and consult with Independent Advisory Representatives (IARs) who utilize Gradient Advisors, LLC as the platform to deliver investment portfolios and financial plans to their clients as part of a comprehensive retirement and wealth-planning strategy. You will serve as a trusted business partner, guiding these IARs through the affiliation process and providing continuous support thereafter in supporting their firm growth.
We emphasize a consultative, collaborative, and advisor-first relationship approach centered on investment management strategies, advisory office support, and lightning speed compliance service designed to help their clients achieve long-term financial confidence.
Responsibilities
Build and maintain strong relationships with IAR professionals
Consult with IARs to support the growth of their firm and recommend best practices
Be an extension of their team when aligning goals and sales priorities
Present the value of affiliating with Gradient Advisors, including access to investment platforms, compliance service, best practices support, and mentorship
Provide strategic guidance on business development, portfolio allocations, case design, and advisory solutions
Develop a rewarding career with strong income potential and the opportunity to positively impact both IAR and clients financial futures
Qualifications
Active advisory licensure in one or more of the following: Series 65, 7/66, CFP
Minimum of one year of sales experience in investments, advisory services, or securities
Ability to work in-office four days per week with one remote workday
Excellent communication and relationship-building skills
Passion for investment-based solutions and helping advisors deliver value to their clients
Benefits
Competitive base salary plus variable compensation
9 paid holidays
Medical, dental, vision and life insurance
4 weeks of paid time off (PTO) annually
8 hours of paid volunteer time off (VTO)
401(k) plan
Professional development and ongoing training
Position 2:
Financial Sales Representative
Listing Application Link:
Location:
Minnesota
Type:
Full-Time
Accepted Majors:
Business, Management and Administration| Finance and Banking| Marketing, Sales and Service
Position Description:
Do you love the financial services industry but are sick of the “sink or swim” agent life? Are you at a big corporate company and are looking for something faster paced and exciting? Check us out!
We are seeking experienced sales professionals who are ready to advance their careers in the insurance industry. This role is ideal for individuals who want to make a meaningful impact, work in a collaborative and energetic environment, and earn a competitive base salary with performance-based compensation.
In this role, you will recruit and consult with Independent Financial Services Professionals who utilize Gradient Annuity Brokerage, LLC as the platform to deliver annuity options to their clients as part of a comprehensive retirement and wealth-planning strategy. You will serve as a trusted business partner, guiding these financial professionals through the affiliation process and providing continuous support thereafter in supporting their firm growth.
We emphasize a consultative, collaborative, and agent-first relationship approach centered on annuity strategies, small business office support, and lightning speed compliance service designed to help their clients achieve long-term financial confidence.
Responsibilities
Build and maintain strong relationships with insurance professionals
Consult with insurance agents to support the growth of their firm and recommend best practices
Be an extension of their team when aligning goals and sales priorities
Present the value of affiliating with Gradient Annuity Brokerage, including access to various annuity carriers and products, compliance service, best practices support, and mentorship
Provide strategic guidance on business development, case design, and product solutions
Develop a rewarding career with strong income potential and the opportunity to positively impact both the financial professional and their clients’ financial futures
Qualifications
Active Life and Health licensure
Minimum of one year of sales experience in insurance
Ability to work in-office four days per week with one remote workday
Excellent communication and relationship-building skills
Passion for insurance and helping advisors deliver value to their clients
Benefits
Competitive base salary plus variable compensation
9 paid holidays
Medical, dental, vision and life insurance
4 weeks of paid time off (PTO) annually
8 hours of paid volunteer time off (VTO)
401(k) plan
Professional development and ongoing training
Position 3:
Life Insurance Sales Representative
Listing Application Link:
Location:
Minnesota
Type:
Full-Time
Accepted Majors:
Business, Management and Administration| Finance and Banking| Marketing, Sales and Service
Position Description:
Do you love the financial services industry but are sick of the “sink or swim” agent life? Are you at a big corporate company and are looking for something faster paced and exciting? Check us out!
We are seeking experienced sales professionals who are ready to advance their careers in the life insurance industry. This role is ideal for individuals who want to make a meaningful impact, work in a collaborative and energetic environment, and earn a competitive base salary with performance-based compensation.
In this role, you will recruit and consult with Independent Financial Services Professionals who utilize Gradient Life Brokerage, LLC as the platform to deliver life insurance options to their clients as part of a comprehensive retirement and wealth-planning strategy. You will serve as a trusted business partner, guiding these financial professionals through the affiliation process and providing continuous support thereafter in supporting their firm growth.
We emphasize a consultative, collaborative, and agent-first relationship approach centered on life insurance strategies, small business office support, and lightning speed compliance service designed to help their clients achieve long-term financial confidence.
Responsibilities
Build and maintain strong relationships with life insurance professionals
Consult with life insurance agents to support the growth of their firm and recommend best practices
Be an extension of their team when aligning goals and sales priorities
Present the value of affiliating with Gradient Life Brokerage, including access to various life insurance carriers and products, compliance service, best practices support, and mentorship
Provide strategic guidance on business development, case design, and product solutions
Develop a rewarding career with strong income potential and the opportunity to positively impact both the financial professional and their clients’ financial futures
Qualifications
Active Life and Health licensure
Minimum of one year of sales experience in life insurance
Ability to work in-office four days per week with one remote workday
Excellent communication and relationship-building skills
Passion for life insurance and helping advisors deliver value to their clients
Benefits
Competitive base salary plus variable compensation
9 paid holidays
Medical, dental, vision and life insurance
4 weeks of paid time off (PTO) annually
8 hours of paid volunteer time off (VTO)
401(k) plan
Professional development and ongoing training
Position 4:
Operations Associate
Listing Application Link:
Location:
Minnesota
Type:
Full-Time
Accepted Majors:
Business, Management and Administration| Finance and Banking
Position Description:
Gradient Financial Group is a leading financial services company that includes twelve unique entities doing business throughout the country. We’re seeking an energetic crew member for the Operations Associate with Gradient Securities. Gradient Securities is a FINRA registered broker/dealer doing business as Gradient Wealth Management, an SEC-registered investment advisory firm.
It’s time to take your career to a higher altitude with Gradient Financial Group. Visit https://www.careers.gradientfinancialgroup.com/ to learn more about our values, leadership team, career paths, benefits and more!
Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.
When charting your next route, you may be wondering what to expect. If you take flight with Gradient Securities, we provide:
Health insurance
Dental insurance
Vision insurance
Paid time off (PTO)
Volunteer time off (VTO)
Hybrid remote work options
401K
Life Insurance
Flexible schedules
Monthly Social Activities
Casual dress code
Professional development
Now, you’re probably wondering a little more about what we are looking for, so here it is:
High School Diploma or GED – Required
Bachelor’s Degree – Preferred
Experience in Broker Dealer or Advisory Services new business or operations – Preferred
Basic knowledge of basic computer programs
Basic knowledge of the English Language structure and it’s spelling, grammar, punctuation
Basic knowledge of office procedures and arithmetic
Basic knowledge of the financial services industry
Basic skill in completing assignments accurately and with attention to detail
Basic skill in talking to others to convey information effectively
Basic skill in using Microsoft Excel
Competent skill in data entry with minimal errors
Competent skill in managing one’s own time
Basic ability to consider multiple perspectives, including, but not limited to, those of Financial Service Professionals and other Gradient Companies
Ability to work under pressure and meet close deadlines
Ability to analyze, organize and prioritize work while meeting multiple deadlines
Want some more specifics? If you join the Gradient Securities crew, here’s what you’ll be doing:
Orion account reconciliation project
Assist in general administrative support of the Operations and Compliance teams
Data entry
Digital filing
Record review and reconciliation
Mail sorting
All other duties as assigned
Position 5:
Portfolio Administrator
Listing Application Link:
Location:
Minnesota
Type:
Full-Time
Accepted Majors:
Business, Management and Administration| Finance and Banking
Job Categories:
Position Description:
Gradient Financial Group is a leading financial services company that includes twelve unique entities doing business throughout the country. We’re seeking an energetic crew member for Portfolio Administrator with Gradient Investments. Gradient Investments is an independent, SEC registered investment advisor firm.
It’s time to take your career to a higher altitude with Gradient Financial Group. Visit https://www.careers.gradientfinancialgroup.com/ to learn more about our values, leadership team, career paths, benefits and more!
Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.
When charting your next route, you may be wondering what to expect. We provide:
Health insurance
Dental insurance
Vision insurance
Paid time off (PTO)
Volunteer time off (VTO)
Hybrid remote work options
401K
Life Insurance
Flexible schedules
Monthly Social Activities
Casual dress code
Professional development
Now, you’re probably wondering a little more about what we are looking for, so here it is:
High School Diploma or GED – Required
Bachelor’s Degree - Preferred
2+ years of financial services and/or investment industry – Required
Basic knowledge of investment products and account types
Proficient skill in collecting, analyzing, and organizing complex data
Proficient skill in organization, completing assignments accurately and with attention to detail
Proficient skill in Excel
Advanced analytical and problem-solving skills
Proficient ability to consider multiple perspectives, including, but not limited to, those of Financial Service Professionals and other Gradient Companies
Want some more specifics? Here’s what you’ll be doing:
Update, maintain, and improve existing analytical tools and processes
Work effectively in a team environment
Work with the trade team internally and at the custodial level across multiple systems; Schwab, Orion, etc
Prepare daily trade report for new money & securities received in client accounts
Fee billing and performance reporting across 10,000+ accounts on a quarterly and ad hoc basis
Assist the Portfolio Managers with projects as needed; PPT, charts, graphs, etc.
Manage internal and external customer relationships; partner with team members to ensure and maintain positive relationship management
Assist with cross-training for growth of team members
Be a resource to team members to answer questions on client correspondence, processes, procedures and all other as necessary
Provide direct correspondence and support for FSP inquires, including calls, emails and face-to-face; assist team members with elevated inquires
All other duties as assigned
Contact Information
Kari
Jackson
Human Resources Specialist
(763) 452-4205
4105 Lexington Ave N
Arden Hills
Minnesota
55126