CFP® Planning and Strategy Consultant

About the role

Integrate technical expertise with business strategy to support effective case development
Apply a sales-oriented mindset to clearly communicate and promote the value of Case Central solutions
Serve as a trusted resource for Financial Services Professionals on Case Central software, product offerings, and core financial planning concepts
Partner with cross-functional leaders to ensure all Gradient employees understand the Case Central business model and how it supports Financial Service Professionals and internal stakeholders
Promote and implement technology enhancements

Responsibilities

• Integrate technical expertise with business strategy to support effective case development
• Apply a sales-oriented mindset to clearly communicate and promote the value of Case Central solutions
• Serve as a trusted resource for Financial Services Professionals on Case Central software, product offerings, and core financial planning concepts
• Promote and implement technology enhancements
• Partner with cross-functional leaders to ensure all Gradient employees understand the Case Central business model and how it supports Financial Service Professionals and internal stakeholders

Requirements

• Series 65 or 7/66 licenses preferred
• Certified Financial Planner (CFP®) designation required
• Demonstrated sales acumen with the ability to influence and educate
• Strong technical proficiency and ability to quickly learn new systems
• Solid understanding of business and management principles, including strategic planning, resource allocation, and team coordination
• Deep expertise in annuities, insurance, securities, and investment advisory solutions
• Proven ability to assess performance and implement improvements

Qualifications

• Experience in training, coaching, and facilitating learning
• Excellent research, analytical, and problem-solving skills

Skills

• Technical proficiency
• Business and management principles
• Strategic planning
• Resource allocation
• Team coordination
• Training and coaching
• Research and analytical skills

Benefits

• Competitive compensation
• Comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Collaborative team that values expertise, initiative, and growth

Pay

TBD

Schedule

Four days in-office, one remote workday

Gradient

Set high expectations, support, collaboration, and opportunities to grow

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