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Gradient Financial Group · 1 day ago

Financial Case Manager

Shoreview, MN

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $105K/yr

3+ years exp

Gradient Financial Group is a leading financial services company that includes twelve unique entities doing business throughout the country. They are seeking an energetic crew member for the Financial Case Manager position with Case Central, where the role involves providing comprehensive financial analysis and retirement planning support to Financial Service Professionals.

ConsultingFinancial Services

Responsibilities

Gather, analyze, and summarize financial information provided by agent/advisor

Create financial planning reports and run products illustrations as instructed

Work to become a resource for our agents/advisors regarding our software, our products, and key financial planning concepts

Analyze investments using various software tools, including Morningstar and our internal software

Provide case redesign based on progression of case/appointment process for informational purposes

Manage communication among parties involved, including Case Central team members, Gradient team members and the agent/advisor

Meet required measurable, by maintaining equivalent percentage of workload by report type

Upon reviewing the case, aid the sales process by identifying case design opportunities including: additional reports that may add value, strategies the Financial Services Professional (FSP) could implement, potential product categories that could benefit the consumer

Identify case design opportunities to provide referrals to Gradient companies

Provide final review of case design information for all team members

Consult with FSP on case design information

Manage internal and external customer relationships; partner with team members to ensure and maintain positive relationship management

Provide direct correspondence and support for FSP inquiries, including calls, emails and face-to-face; assist team members with elevated inquires

Create presentations, educate and train internal employees

Promote and implement accurate and up-to-date understanding of trends, best practices, and prevailing attitudes and approaches

Promote and implement technology enhancements

Partner to determine, initiate, and lead key initiatives

Provide suggestions for new or enhanced events and/or services, assist in the development of events/services, and provide ongoing feedback to management

Provide ongoing training and growth for team members

Initiate and work with team members to promote collaboration and team development

Be a resource to team members to answer questions regarding client correspondence, processes and procedures, compliance, and all other as necessary

Partner to troubleshoot issues that team members may have

Provide training and insight to team members on best practices

Provide day-to-day management of department including directing employees under your supervision

Recruit prospective employees to company

Provide performance evaluations employees under your supervision

Partner with HR to discipline and discharge employees

Effectively manage time and attendance system for all assigned employees

All other duties as assigned

Qualification

Certified Financial PlannerSeries 65Financial planning knowledgeBachelor's DegreeAnnuities knowledgeInvestment advisory knowledgeProfessionalismTraining abilityProblem-solvingStrategic decision-makingFast-paced environment