Financial Case Design Specialist

Are you detail-driven, collaborative, and passionate about supporting advisors with smart financial planning solutions? If you’re excited to be a go-to resource who helps move cases forward, this could be a great fit.Gradient Financial Group is a financial services organization with twelve specialized entities, including Case Central, which delivers high-quality financial planning reports and case design for our Financial Services Professionals.What You’ll DoGather, analyze, and summarize financial information provided by Financial Services ProfessionalsCreate financial planning reports and run product illustrations as instructedWork to become a resource for our Financial Services Professionals regarding our software, our products, and key financial planning conceptsProvide case redesign based on progression of case/appointment processManage communication among parties involved, including Case Central team members, Gradient team members (including internal stakeholders) and the Financial Services ProfessionalEstablish relationships with Financial Services Professionals and cross-functional Gradient employeesWhat You BringHigh School Diploma or GED – RequiredPrevious customer service experience – PreferredPrevious financial services industry experience – PreferredBasic knowledge of annuities, insurance, securities, and investment advisory products and services - PreferredBasic knowledge of key financial planning topics - PreferredProficient organizational skillsOur BenefitsCompetitive compensation and comprehensive benefits4 weeks of accrued PTO, plus 9 paid holidaysMedical, 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 workdayOngoing professional development and trainingA collaborative team that values expertise, initiative, and growthWhy You’ll Love Working HereAt 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/