Investment Advisory Sales Representative

About the role

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.

Responsibilities

• Recruit and consult with Independent Advisory Representatives (IARs) who utilize Gradient Investments, LLC as the platform to deliver investment portfolios and financial plans to their clients as part of a comprehensive retirement and wealth-planning strategy.
• Consult with IARs to support the growth of their firm and recommend best practices.
• Present the value of affiliating with Gradient Investments, 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 the IAR and clients’ financial futures.
• Serve as a trusted business partner, guiding these IARs through the affiliation process and providing continuous support thereafter in supporting their firm growth.

Requirements

• Active advisory licensure in one or more of the following: Series 65, 7/66, CFP - Required
• Minimum of one year of sales experience in investments, advisory services, or securities – Preferred

Qualifications

• Excellent communication and relationship-building skills
• Passion for investment-based solutions and helping Financial Services Professionals deliver value to their clients

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

Schedule

Work in-office four days per week with one remote workday.

Pay

Competitive compensation and comprehensive benefits.