The Gradient Financial Group is a leading financial services company that includes eleven unique entities doing business throughout the country. We’re seeking an energetic crew member for the Client Account Manager position with Gradient Securities. Gradient Securities is a Broker-Dealer dually registered with FINRA and as Gradient Wealth Management who is an SEC registered investment advisor firm. In this position you will act as the financial advisor to Gradient Securities and Gradient Wealth Management house accounts. This requires reaching out to existing individual clients to establish an advisory or securities relationship, perform financial reviews, and offer additional investment strategies to help them meet their long-term financial objectives. In addition, the Client Account Manager will utilize Gradient marketing and financial planning tools to seek out new advisory & securities clients for the firm. The Client Account Manager will receive all the back office, technology, and training support that Gradient offers to its nationwide advisory base.
Now, you’re probably wondering a little more about what we are looking for, so here it is:(KSA and Requirements)

• High School Diploma or GED – Required
• Bachelor’s Degree – Preferred
• Series 7, 66 or equivalent licenses – Required
• Life and health insurance license – Required
• 2 years in an advisory/securities or associate advisory/securities role with a financial services company – Required
• Proven knowledge of investment account processing requests
• Proven knowledge of a variety of investment offerings and concepts (ie. stocks, bonds, ETFs)
• Competent knowledge of basic finance concepts
• Competent knowledge of financial planning and case design
• Proven skill in creating and maintaining effective interpersonal client relationships
• Ability to uncover additional client financial planning and investment offering needs

Want some more specifics? Here’s what you’ll be doing:

• Provide supporting casework for investment client base
• Be involved in marketing Gradient Investments strategies to existing and new clients
• Building a book of new advisory clients
• Establish relationships with strategic partners within Gradient Financial Group
• Successfully establish remote video meetings with clients
• Initiate and present client case design and demonstrate proficiency in highlighting the benefits of Gradient Investments portfolio offerings
• Proactively identify potential problems and compliance issues in order to maintain client satisfaction
• Meet monthly activity set forth by management
• Attend required training events and meetings as determined by management
• Calendar, task management, and organizational skills are important
• Participate in advisory/securities business plan reviews (goal projections/business tracking, etc.)
• Maintain an in depth knowledge of Gradient Investment Portfolio offerings and other Vendors necessary to maintain the advisory house accounts.
• Utilize Gradient sales process and marketing materials in developing a book of AUM/Commissions business
• Event participation (RIA University, Elite Advisor Forum, New Gen, etc.)
• All other duties as assigned

It’s time to take your career to a higher altitude with the Gradient Financial Group. Visit https://www.careers.gradientfinancialgroup.com/ to learn more about our values, leadership team, career paths, benefits and more!
Additional information can be found at www.gradientsecurities.com and www.gradientinvestments.com
Here at Gradient, we take our work and our culture seriously. We frequently come together for food days, friendly competitions, volunteering, and other special events. We also prioritize openness and transparency so that you’re always informed when significant decisions and changes are made.
When charting your next route, you may be wondering what to expect. We provide:

• Health, dental, life and vision insurance
• Paid time off (PTO) and volunteer time off (VTO)
• Hybrid remote work options, flexible schedules
• 401K
• Monthly social activities
• Casual dress code when not meeting with clients
• Professional development

Gradient is committed to your career development. We help our employees thrive in their chosen field while also encouraging them to explore other parts of our company and the industry. We’re committed to our team members in a way that truly shows that at Gradient, the sky really is the limit.