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Now Hiring - Gradient Capital Advisors, LLC - Investment Advisory Sales Professional in Arden Hills, MN
Investment Advisory Sales Professional in Arden Hills, MN
Gradient Capital Advisors, LLC
Base Salary $50K - $70K/yr
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits:
yesCustomer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell
Investment & Asset Management
To Whom
Financial Services
Location:
Arden Hills, MN
3
Full description of the position
Do you love the financial services industry but are sick of the "sink or swim" agent life? Are you at a big corporate company and are looking for something faster paced and exciting? Check us out! We are seeking experienced sales professionals who are ready to advance their careers in the investment advisory industry. This role is ideal for individuals who want to make a meaningful impact, work in a collaborative and energetic environment, and earn a competitive base salary with performance- based compensation. In this role, you will recruit and consult with Independent Advisory Representatives (IARs) who utilize Gradient Advisors, LLC as the platform to deliver investment portfolios and financial plans to their clients as part of a comprehensive retirement and wealth-planning strategy. You will serve as a trusted business partner, guiding these IARs through the affiliation process and providing continuous support thereafter in supporting their firm growth. We emphasize a consultative, collaborative, and advisor-first relationship approach centered on investment management strategies, advisory office support, and lightning speed compliance service designed to help their clients achieve long-term financial confidence. 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 Qualifications * 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 * Competitive base salary plus variable compensation * 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 trainingGradient Capital Advisors, LLC
Company Size
1 to 50 Employees
1 to 50 Employees
Founded
nan
nan
They Sell
Investment & Asset Management
Investment & Asset Management
To Whom
Financial Services
Financial Services
Website
www.gradientcapital.com
www.gradientcapital.com
Revenue
Unknown / Non-Applicable
Unknown / Non-Applicable
Gradient Capital Advisors, LLC
is currently hiring for
2
sales
positions
Gradient Capital Advisors, LLC has openings in:
MN
The average salary at Gradient Capital Advisors, LLC is:
2 Yes (amount not posted)
Gradient Capital Advisors, LLC
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Gradient Capital Advisors, LLC
Gradient Capital Advisors, LLC
is currently hiring for
2
sales
positions
Gradient Capital Advisors, LLC has openings in:
MN
The average salary at Gradient Capital Advisors, LLC is:
2 Yes (amount not posted)