Gradient Financial Group · 1 week ago
Investment Advisory Sales Professional
Arden Hills, MN
Full-time
Hybrid
Entry Level
$50K/yr - $150K/yr
1+ years expGradient Financial Group is seeking experienced sales professionals in the investment advisory industry. The role involves recruiting and consulting with Independent Advisory Representatives to support their growth and deliver investment portfolios and financial plans to clients.
ConsultingFinancial Services
Responsibilities
Build and maintain strong relationships with IAR professionals
Consult with IARs to support the growth of their firm and recommend best practices
Be an extension of their team when aligning goals and sales priorities
Present the value of affiliating with Gradient Advisors, 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 IAR and clients financial futures
Qualification
Required
Active advisory licensure in one or more of the following: Series 65, 7/66, CFP
Minimum of one year of sales experience in investments, advisory services, or securities
Ability to work in-office four days per week with one remote workday
Excellent communication and relationship-building skills
Passion for investment-based solutions and helping advisors deliver value to their clients
Benefits
9 paid holidays
Medical, dental, vision and life insurance
4 weeks of paid time off (PTO) annually
8 hours of paid volunteer time off (VTO)
401(k) plan
Professional development and ongoing training
Company
Gradient Financial Group
Gradient Financial Group is a financial solutions firm based in Minnesota.
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