Financial Planning Specialist

What You’ll Do

• Gather, analyze, and summarize financial information provided by Financial Services Professionals
• Create financial planning reports and run product illustrations as instructed
• Work to become a resource for our Financial Services Professionals regarding our software, our products, and key financial planning concepts
• Provide case redesign based on progression of case/appointment process
• Manage communication among parties involved, including Case Central team members, Gradient team members (including internal stakeholders) and the Financial Services Professional
• Establish relationships with Financial Services Professionals and cross-functional Gradient employees

What You Bring

• A High School Diploma or GED
• Previous customer service experience (Preferred)
• Previous financial services industry experience (Preferred)
• Basic knowledge of annuities, insurance, securities, and investment advisory products and services (Preferred)
• Basic knowledge of key financial planning topics (Preferred)
• Proficient organizational skills

Our Benefits

• Competitive compensation and 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)
• Ability to work in-office four days per week with one remote workday
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

Why You’ll Love Working Here

At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home.

Check out more amazing opportunities here: https://www.careers.gradientfinancialgroup.com/