Gradient Financial Group · 1 week ago
Financial Case Design Specialist
Shoreview, MN
Full-time
Hybrid
New Grad, Entry Level
$45K/yr - $60K/yrGradient Financial Group is a leading financial services company seeking an energetic crew member for the Financial Case Design Specialist position with Case Central. This role involves gathering and analyzing financial information, creating financial planning reports, and managing communication among Financial Service Professionals and Gradient team members.
ConsultingFinancial Services
Responsibilities
Gather, analyze, and summarize financial information provided by FSP
Create financial planning reports and run product illustrations as instructed
Work to become a resource for our FSPs 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 Marketers) and the FSP
Establish relationships with FSPs and cross-functional Gradient employees
Meet required measurable, by completing percentage proportionate 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 FSP could implement, potential product categories that could benefit the consumer and proactively engage with the FSP on strategies to implement
Identify case design opportunities on providing referrals to Gradient companies
All other duties as assigned
Qualification
Required
High School Diploma or GED – Required
Basic knowledge of office procedures and of spelling, grammar, punctuation, and arithmetic
Proficient knowledge of the English language
Basic skill in talking to others to convey information effectively
Proficient skill in completing assignments accurately and with attention to detail
Proficient organizational skills
Ability to quickly learn about financial planning topics
Ability to enter data with precision
Ability to work in a fast-paced environment and meet deadlines
Ability to provide a high level of professionalism with internal and external clients via face-to-face, phone and e-mail
Ability to work under pressure and meet close deadlines
Ability to process and handle confidential information with discretion
Ability to communicate effectively in writing as appropriate for the needs of the audience
Competent ability to consider multiple perspectives, including, but not limited to, those of Financial Service Professionals and other Gradient Companies
Preferred
Previous customer service experience – preferred
Previous financial services industry experience – preferred
Basic knowledge of annuities, insurance, securities, and investment advisory products and services (preferred but not required)
Basic knowledge of key financial planning topics (preferred but not required)
Benefits
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
Company
Gradient Financial Group
Gradient Financial Group is a financial solutions firm based in Minnesota.
Founded in 2005
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Joe Norlin
CFO
Kristina Walch, RICP®, FLMI
Chief Operating Officer
Recent News
2026-01-07
Company data provided by crunchbase