What are the responsibilities and job description for the Financial Planning Specialist position at Case Central, LLC?
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 Financial Case Design Specialist position with Case Central. Case Central is a company of certified financial planners that work with Financial Service Professionals (FSPs) to offer comprehensive financial analysis, retirement planning reports, and product illustrations.
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!
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 it comes to choosing your next destination, you may be wondering what to expect. We provide:
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!
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 it comes to choosing your next destination, you may be wondering what to expect. We provide:
- 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
Now, you’re probably wondering a little more about what we are looking for, so here it is:
- High School Diploma or GED – Required
- Previous customer service experience – Preferred
- Previous financial services industry experience – Preferred
- Basic skill in talking to others to convey information effectively
- Proficient skill in completing assignments accurately and with attention to detail
- Ability to quickly learn about financial planning topics
- Ability to work in a fast-paced environment and meet deadlines
- Ability to process and handle confidential information with discretion
Want some more specifics? Here’s what you’ll be doing:
- 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
- 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 FSP could implement, potential product categories that could benefit the consumer
- Identify case design opportunities to provide referrals to Gradient companies
- All other duties as assigned
Whether you take flight at our Minnesota or Kansas office, Gradient is committed to helping you reach your career’s maximum altitude. We’re proud of our track record of helping our employees reach their potential in their chosen field while also helping them explore other parts of our company and industry. We’re committed to our people in a way that truly shows that at Gradient, the sky really is the limit.
