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.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
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.
